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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
Q2 		$210M Sell
2,910,657
-56,420
-2% -$3.84M 12.94% 2
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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Sage Mountain Advisors's JQUA Position: Q2 2026 in Review

Sage Mountain Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 1.9% in Q2 2026, selling an estimated $3.84M and leaving 2,910,657 shares worth $210M. The position accounts for 12.94% of the portfolio, ranked #2.

Sage Mountain Advisors first reported a position in JQUA in Q3 2022 and has held it in 16 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Sage Mountain Advisors held 2,910,657 shares of JPMorgan US Quality Factor ETF worth $210M as of Q2 2026.
  • Sage Mountain Advisors sold 56,420 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $3.84M.
  • JPMorgan US Quality Factor ETF made up 12.94% of Sage Mountain Advisors's portfolio in Q2 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 16 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.