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Sandy Spring Bank’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sandy Spring Bank’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
Q1 		$23.7K Hold
420
– – ﹤0.01% 706
2024
Q4 		$24.1K Buy
+420
New +$24.3K ﹤0.01% 715
2024
Q3 		– Sell
-921
Closed -$48.8K – 1255
2024
Q2 		$48.8K Buy
+921
New +$47.7K ﹤0.01% 598
2023
Q3 		– Sell
-65
Closed -$2.88K – 1229
2023
Q2 		$2.88K Buy
+65
New +$2.73K ﹤0.01% 1030

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Sandy Spring Bank's JQUA Position: Q1 2025 in Review

Sandy Spring Bank held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q1 2025 at 420 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Sandy Spring Bank first reported a position in JQUA in Q2 2023 and has held it in 4 quarters since. The position peaked at $48.8K in Q2 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Sandy Spring Bank held 420 shares of JPMorgan US Quality Factor ETF worth $23.7K as of Q1 2025.
  • Sandy Spring Bank left its JPMorgan US Quality Factor ETF share count unchanged in Q1 2025.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #706 holding.
  • Sandy Spring Bank first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 4 quarters since.
  • Sandy Spring Bank's JPMorgan US Quality Factor ETF position peaked at $48.8K in Q2 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.