River Street Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

River Street Advisors’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	–	Sell	-5,711	Closed	-$361K	–	180
2025 Q4	$361K	Sell	5,711 -277	-5%	-$17.4K	0.14%	117
2025 Q3	$377K	Sell	5,988 -3,230	-35%	-$198K	0.15%	117
2025 Q2	$554K	Buy	9,218 +2,260	+32%	+$129K	0.24%	98
2025 Q1	$393K	Sell	6,958 -1,278	-16%	-$74.6K	0.19%	104
2024 Q4	$472K	Sell	8,236 -2,306	-22%	-$134K	0.24%	93
2024 Q3	$596K	Buy	10,542 +3,000	+40%	+$163K	0.32%	85
2024 Q2	$399K	Buy	+7,542	New	+$390K	0.25%	103

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DJSG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

River Street Advisors's JQUA Position: Q1 2026 in Review

River Street Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 5,711 shares — an estimated $361K sold.

River Street Advisors first reported a position in JQUA in Q2 2024 and held it in 7 quarters. The position peaked at $596K in Q3 2024. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

River Street Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
River Street Advisors sold 5,711 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $361K.
River Street Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and held it in 7 quarters.
River Street Advisors's JPMorgan US Quality Factor ETF position peaked at $596K in Q3 2024.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on River Street Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.