Sage Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sage Advisory Services’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	-72,733	Closed	-$4.59M	–	46
2025 Q4	$4.59M	Sell	72,733 -369	-0.5%	-$23.2K	2.5%	14
2025 Q3	$4.6M	Sell	73,102 -4,353	-6%	-$267K	2.41%	18
2025 Q2	$4.65M	Sell	77,455 -64,447	-45%	-$3.68M	2.53%	14
2025 Q1	$8.01M	Buy	141,902 +348	+0.2%	+$20.3K	4.71%	8
2024 Q4	$8.11M	Sell	141,554 -413,137	-74%	-$23.9M	4.81%	8
2024 Q3	$29.4M	Hold	554,691	–	–	8.25%	3
2024 Q2	$29.4M	Buy	554,691 +52,317	+10%	+$2.71M	8.25%	3
2024 Q1	$26.6M	Sell	502,374 -37,229	-7%	-$1.88M	7.25%	4
2023 Q4	$25.8M	Buy	+539,603	New	+$24.2M	6.92%	2

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

Sage Advisory Services's JQUA Position: Q1 2026 in Review

Sage Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 72,733 shares — an estimated $4.59M sold.

Sage Advisory Services first reported a position in JQUA in Q4 2023 and held it in 9 quarters. The position peaked at $29.4M in Q3 2024. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Sage Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Sage Advisory Services sold 72,733 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $4.59M.
Sage Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and held it in 9 quarters.
Sage Advisory Services's JPMorgan US Quality Factor ETF position peaked at $29.4M in Q3 2024.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Sage Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.