Sterling Group Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sterling Group Wealth Management’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 Q2	–	Sell	-4,788	Closed	-$270K	–	57
2025 Q1	$270K	Buy	4,788 +17	+0.4%	+$993	0.15%	50
2024 Q4	$273K	Sell	4,771 -126	-3%	-$7.3K	0.14%	53
2024 Q3	$277K	Sell	4,897 -181	-4%	-$9.82K	0.15%	49
2024 Q2	$269K	Buy	+5,078	New	+$263K	0.15%	46
2024 Q1	–	Sell	-5,243	Closed	-$251K	–	24
2023 Q4	$251K	Buy	5,243 +3	+0.1%	+$135	0.2%	47
2023 Q3	$227K	Sell	5,240 -228	-4%	-$10.2K	0.21%	46
2023 Q2	$242K	Sell	5,468 -287	-5%	-$12.1K	0.21%	46
2023 Q1	$237K	Sell	5,755 -664	-10%	-$26.7K	0.22%	43
2022 Q4	$249K	Buy	+6,419	New	+$246K	0.24%	41

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Group Wealth Management's JQUA Position: Q2 2025 in Review

Sterling Group Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2025, closing a stake of 4,788 shares — an estimated $270K sold.

Sterling Group Wealth Management first reported a position in JQUA in Q4 2022 and held it in 9 quarters. The position peaked at $277K in Q3 2024. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

Sterling Group Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
Sterling Group Wealth Management sold 4,788 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $270K.
Sterling Group Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and held it in 9 quarters.
Sterling Group Wealth Management's JPMorgan US Quality Factor ETF position peaked at $277K in Q3 2024.
401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Sterling Group Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.