Sigma Planning Corp’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sigma Planning Corp’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 Q3	$1.14M	Sell	15,500 -11,449	-42%	-$841K	0.03%	537
2026 Q2	$1.95M	Sell	26,949 -2,524	-9%	-$172K	0.05%	375
2026 Q1	$1.81M	Sell	29,473 -39,698	-57%	-$2.52M	0.05%	364
2025 Q4	$4.37M	Buy	69,171 +2,625	+4%	+$165K	0.12%	171
2025 Q3	$4.19M	Sell	66,546 -13,655	-17%	-$838K	0.12%	173
2025 Q2	$4.82M	Buy	80,201 +9,833	+14%	+$562K	0.14%	143
2025 Q1	$3.97M	Buy	70,368 +871	+1%	+$50.9K	0.13%	169
2024 Q4	$3.98M	Buy	69,497 +2,433	+4%	+$141K	0.13%	168
2024 Q3	$3.79M	Buy	67,064 +8,078	+14%	+$438K	0.12%	179
2024 Q2	$3.12M	Buy	58,986 +25,990	+79%	+$1.35M	0.1%	201
2024 Q1	$1.74M	Buy	32,996 +28,111	+575%	+$1.42M	0.05%	345
2023 Q4	$234K	Buy	+4,885	New	+$219K	0.02%	717

Other funds holding JQUA

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Sigma Planning Corp's JQUA Position: Q3 2026 in Review

Sigma Planning Corp reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 42% in Q3 2026, selling an estimated $841K and leaving 15,500 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #537.

Sigma Planning Corp first reported a position in JQUA in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.82M in Q2 2025. 449 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

Sigma Planning Corp held 15,500 shares of JPMorgan US Quality Factor ETF worth $1.14M as of Q3 2026.
Sigma Planning Corp sold 11,449 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $841K.
JPMorgan US Quality Factor ETF made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #537 holding.
Sigma Planning Corp first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 12 quarters since.
Sigma Planning Corp's JPMorgan US Quality Factor ETF position peaked at $4.82M in Q2 2025.
449 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.