Private Wealth Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Private Wealth Partners’s Portfolio JQUA Stock Details JQUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37M	Sell	22,309 -4,100	-16%	-$260K	0.11%	83
2025 Q4	$1.67M	Hold	26,409	–	–	0.12%	78
2025 Q3	$1.66M	Buy	26,409 +300	+1%	+$18.4K	0.12%	74
2025 Q2	$1.57M	Buy	26,109 +5,000	+24%	+$286K	0.12%	74
2025 Q1	$1.19M	Hold	21,109	–	–	0.1%	83
2024 Q4	$1.21M	Hold	21,109	–	–	0.09%	89
2024 Q3	$1.19M	Hold	21,109	–	–	0.1%	84
2024 Q2	$1.12M	Buy	21,109 +8,600	+69%	+$445K	0.08%	86
2024 Q1	$661K	Buy	12,509 +1,000	+9%	+$50.5K	0.05%	95
2023 Q4	$551K	Buy	+11,509	New	+$517K	0.05%	106

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Private Wealth Partners's JQUA Position: Q1 2026 in Review

Private Wealth Partners reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 16% in Q1 2026, selling an estimated $260K and leaving 22,309 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #83.

Private Wealth Partners first reported a position in JQUA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Private Wealth Partners held 22,309 shares of JPMorgan US Quality Factor ETF worth $1.37M as of Q1 2026.
Private Wealth Partners sold 4,100 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $260K.
JPMorgan US Quality Factor ETF made up 0.11% of Private Wealth Partners's portfolio in Q1 2026, its #83 holding.
Private Wealth Partners first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Partners's JPMorgan US Quality Factor ETF position peaked at $1.67M in Q4 2025.
457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.