REDW Wealth
JQUA icon

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

REDW Wealth’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
Q3 		$19.2M Sell
260,173
-9,649
-4% -$709K 7.02% 3
2026
Q2 		$19.5M Sell
269,822
-22,269
-8% -$1.51M 6.99% 2
2026
Q1 		$17.9M Sell
292,091
-47,706
-14% -$3.03M 7.14% 2
2025
Q4 		$21.5M Sell
339,797
-24,766
-7% -$1.56M 8.18% 2
2025
Q3 		$22.9M Sell
364,563
-31,084
-8% -$1.91M 8.67% 2
2025
Q2 		$23.8M Sell
395,647
-11,849
-3% -$677K 9.45% 2
2025
Q1 		$23M Sell
407,496
-29,495
-7% -$1.72M 8.56% 2
2024
Q4 		$25M Sell
436,991
-133,970
-23% -$7.76M 8.69% 2
2024
Q3 		$32.3M Sell
570,961
-39,687
-6% -$2.15M 8.28% 2
2024
Q2 		$32.3M Buy
610,648
+6,694
+1% +$346K 8.47% 2
2024
Q1 		$31.9M Buy
603,954
+17,924
+3% +$905K 8.6% 2
2023
Q4 		$28M Buy
586,030
+10,841
+2% +$487K 8.04% 3
2023
Q3 		$24.9M Buy
575,189
+34,220
+6% +$1.53M 7.67% 3
2023
Q2 		$24M Sell
540,969
-7,314
-1% -$308K 7.17% 3
2023
Q1 		$22.6M Sell
548,283
-49,741
-8% -$2M 7.19% 2
2022
Q4 		$23.2M Buy
598,024
+14,866
+3% +$570K 8.01% 2
2022
Q3 		$20.4M Buy
583,158
+8,095
+1% +$313K 7.86% 2
2022
Q2 		$21.4M Buy
575,063
+27,181
+5% +$1.08M 7.86% 3
2022
Q1 		$23.5M Buy
547,882
+19,070
+4% +$805K 6.98% 3
2021
Q4 		$24.1M Buy
528,812
+3,829
+0.7% +$167K 6.99% 3
2021
Q3 		$21.5M Buy
524,983
+2,092
+0.4% +$88.3K 6.83% 3
2021
Q2 		$21.4M Sell
522,891
-29,429
-5% -$1.17M 6.76% 3
2021
Q1 		$20.8M Buy
552,320
+73,596
+15% +$2.69M 6.99% 3
2020
Q4 		$17.2M Buy
478,724
+158,989
+50% +$5.44M 6.36% 4
2020
Q3 		$10.4M Buy
+319,735
New +$10.3M 4.36% 6

Other funds holding JQUA

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

REDW Wealth's JQUA Position: Q3 2026 in Review

REDW Wealth reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 3.6% in Q3 2026, selling an estimated $709K and leaving 260,173 shares worth $19.2M. The position accounts for 7.02% of the portfolio, ranked #3.

REDW Wealth first reported a position in JQUA in Q3 2020 and has held it in 25 quarters since. The position peaked at $32.3M in Q2 2024. 317 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • REDW Wealth held 260,173 shares of JPMorgan US Quality Factor ETF worth $19.2M as of Q3 2026.
  • REDW Wealth sold 9,649 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $709K.
  • JPMorgan US Quality Factor ETF made up 7.02% of REDW Wealth's portfolio in Q3 2026, its #3 holding.
  • REDW Wealth first reported a position in JPMorgan US Quality Factor ETF in Q3 2020 and has held it in 25 quarters since.
  • REDW Wealth's JPMorgan US Quality Factor ETF position peaked at $32.3M in Q2 2024.
  • 317 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on REDW Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.