Running Point Capital Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Running Point Capital 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
2025 Q4	$8.91M	Buy	141,003 +19,317	+16%	+$1.21M	2.43%	10
2025 Q3	$7.66M	Buy	121,686 +6,980	+6%	+$428K	2.05%	12
2025 Q2	$6.89M	Buy	114,706 +4,440	+4%	+$254K	1.9%	12
2025 Q1	$6.23M	Buy	110,266 +4,668	+4%	+$273K	1.98%	14
2024 Q4	$6.05M	Buy	105,598 +11,210	+12%	+$650K	2.07%	14
2024 Q3	$5.34M	Buy	94,388 +4,096	+5%	+$222K	2.06%	15
2024 Q2	$4.78M	Buy	90,292 +9,296	+11%	+$481K	1.98%	16
2024 Q1	$4.28M	Buy	80,996 +22,885	+39%	+$1.16M	1.92%	16
2023 Q4	$2.78M	Buy	58,111 +53,599	+1,188%	+$2.41M	1.36%	21
2023 Q3	$195K	Buy	4,512 +3,042	+207%	+$136K	0.11%	96
2023 Q2	$65.1K	Buy	1,470 +26	+2%	+$1.09K	0.04%	110
2023 Q1	$59.5K	Buy	1,444 +61	+4%	+$2.45K	0.04%	107
2022 Q4	$53.6K	Buy	+1,383	New	+$53.1K	0.03%	159

Other funds holding JQUA

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

SMA

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

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

DJSG

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

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

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Running Point Capital Advisors's JQUA Position: Q4 2025 in Review

Running Point Capital Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 16% in Q4 2025, buying an estimated $1.21M and bringing the position to 141,003 shares worth $8.91M. The position accounts for 2.43% of the portfolio, ranked #10.

Running Point Capital Advisors first reported a position in JQUA in Q4 2022 and has held it in 13 quarters since. 452 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

Running Point Capital Advisors held 141,003 shares of JPMorgan US Quality Factor ETF worth $8.91M as of Q4 2025.
Running Point Capital Advisors bought 19,317 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $1.21M.
JPMorgan US Quality Factor ETF made up 2.43% of Running Point Capital Advisors's portfolio in Q4 2025, its #10 holding.
Running Point Capital Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 13 quarters since.
452 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.