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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
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

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SMA
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Focus Partners Wealth
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DJSG
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return