Sagespring Wealth Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sagespring Wealth Partners’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	$380K	Buy	6,189 +285	+5%	+$18.1K	0.01%	574
2025 Q4	$373K	Sell	5,904 -1,428	-19%	-$89.7K	0.01%	558
2025 Q3	$461K	Sell	7,332 -365	-5%	-$22.4K	0.01%	479
2025 Q2	$462K	Sell	7,697 -85,264	-92%	-$4.87M	0.01%	459
2025 Q1	$5.25M	Buy	92,961 +5,759	+7%	+$336K	0.13%	84
2024 Q4	$4.99M	Buy	+87,202	New	+$5.05M	0.13%	77

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

Sagespring Wealth Partners's JQUA Position: Q1 2026 in Review

Sagespring Wealth Partners increased its JPMorgan US Quality Factor ETF (JQUA) stake by 4.8% in Q1 2026, buying an estimated $18.1K and bringing the position to 6,189 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #574.

Sagespring Wealth Partners first reported a position in JQUA in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.25M in Q1 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Sagespring Wealth Partners held 6,189 shares of JPMorgan US Quality Factor ETF worth $380K as of Q1 2026.
Sagespring Wealth Partners bought 285 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $18.1K.
JPMorgan US Quality Factor ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #574 holding.
Sagespring Wealth Partners first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's JPMorgan US Quality Factor ETF position peaked at $5.25M in Q1 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.