SFS
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Sowell Financial Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sowell Financial Services’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 		$963K Buy
15,703
+2,765
+21% +$175K 0.04% 448
2025
Q4 		$817K Sell
12,938
-470
-4% -$29.5K 0.03% 489
2025
Q3 		$843K Buy
13,408
+1,019
+8% +$62.6K 0.03% 473
2025
Q2 		$744K Sell
12,389
-11,408
-48% -$652K 0.03% 501
2025
Q1 		$1.34M Buy
23,797
+11,466
+93% +$670K 0.06% 316
2024
Q4 		$706K Buy
12,331
+1,619
+15% +$93.8K 0.04% 368
2024
Q3 		$606K Buy
+10,712
New +$581K 0.03% 420
2021
Q2 		– Sell
-38
Closed -$2K – 1684
2021
Q1 		$2K Buy
+38
New +$1.39K ﹤0.01% 2827

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