Redwood Financial Network’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Redwood Financial Network’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	$224K	Sell	3,654 -639	-15%	-$40.6K	0.15%	156
2025 Q4	$271K	Sell	4,293 -301	-7%	-$18.9K	0.17%	146
2025 Q3	$289K	Buy	4,594 +331	+8%	+$20.3K	0.18%	136
2025 Q2	$256K	Buy	4,263 +228	+6%	+$13K	0.17%	140
2025 Q1	$228K	Buy	4,035 +61	+2%	+$3.56K	0.17%	145
2024 Q4	$228K	Sell	3,974 -242	-6%	-$14K	0.17%	141
2024 Q3	$239K	Sell	4,216 -1	-0%	-$54	0.19%	132
2024 Q2	$223K	Buy	+4,217	New	+$218K	0.19%	131

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

Redwood Financial Network's JQUA Position: Q1 2026 in Review

Redwood Financial Network reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 15% in Q1 2026, selling an estimated $40.6K and leaving 3,654 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #156.

Redwood Financial Network first reported a position in JQUA in Q2 2024 and has held it in 8 quarters since. The position peaked at $289K in Q3 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Redwood Financial Network held 3,654 shares of JPMorgan US Quality Factor ETF worth $224K as of Q1 2026.
Redwood Financial Network sold 639 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $40.6K.
JPMorgan US Quality Factor ETF made up 0.15% of Redwood Financial Network's portfolio in Q1 2026, its #156 holding.
Redwood Financial Network first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
Redwood Financial Network's JPMorgan US Quality Factor ETF position peaked at $289K in Q3 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.