Sage Mountain Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sage Mountain 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	$182M	Buy	2,967,077 +27,525	+0.9%	+$1.75M	12.73%	2
2025 Q4	$186M	Buy	2,939,552 +50,109	+2%	+$3.15M	9.85%	2
2025 Q3	$182M	Buy	2,889,443 +177,728	+7%	+$10.9M	10.42%	2
2025 Q2	$163M	Buy	2,711,715 +215,460	+9%	+$12.3M	10.6%	2
2025 Q1	$141M	Buy	2,496,255 +92,100	+4%	+$5.38M	10.39%	2
2024 Q4	$138M	Buy	2,404,155 +612,953	+34%	+$35.5M	10.06%	2
2024 Q3	$101M	Buy	1,791,202 +74,452	+4%	+$4.04M	8.64%	3
2024 Q2	$90.9M	Buy	1,716,750 +173,848	+11%	+$9M	8.41%	3
2024 Q1	$81.6M	Buy	1,542,902 +61,293	+4%	+$3.09M	8.48%	3
2023 Q4	$70.9M	Buy	1,481,609 +80,286	+6%	+$3.6M	8.23%	3
2023 Q3	$60.6M	Buy	1,401,323 +104,737	+8%	+$4.67M	8.34%	3
2023 Q2	$57.4M	Buy	1,296,586 +101,107	+8%	+$4.25M	8.18%	4
2023 Q1	$49.3M	Buy	1,195,479 +226,371	+23%	+$9.09M	7.95%	4
2022 Q4	$37.6M	Buy	969,108 +937,438	+2,960%	+$36M	8.54%	4
2022 Q3	$1.11M	Buy	+31,670	New	+$1.22M	0.3%	33

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Sage Mountain Advisors's JQUA Position: Q1 2026 in Review

Sage Mountain Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.94% in Q1 2026, buying an estimated $1.75M and bringing the position to 2,967,077 shares worth $182M. The position accounts for 12.73% of the portfolio, ranked #2.

Sage Mountain Advisors first reported a position in JQUA in Q3 2022 and has held it in 15 quarters since. The position peaked at $186M in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Sage Mountain Advisors held 2,967,077 shares of JPMorgan US Quality Factor ETF worth $182M as of Q1 2026.
Sage Mountain Advisors bought 27,525 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $1.75M.
JPMorgan US Quality Factor ETF made up 12.73% of Sage Mountain Advisors's portfolio in Q1 2026, its #2 holding.
Sage Mountain Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2022 and has held it in 15 quarters since.
Sage Mountain Advisors's JPMorgan US Quality Factor ETF position peaked at $186M in Q4 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.