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Summit Wealth & Retirement Planning’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Summit Wealth & Retirement Planning’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 		$205K Sell
3,336
-306
-8% -$19.4K 0.05% 105
2025
Q4 		$230K Hold
3,642
– – 0.05% 103
2025
Q3 		$229K Hold
3,642
– – 0.06% 97
2025
Q2 		$219K Hold
3,642
– – 0.06% 96
2025
Q1 		$206K Buy
+3,642
New +$213K 0.06% 75

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
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 $1.56T 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 $3.75B AUM 21.95% 1-Year Est. Return

Summit Wealth & Retirement Planning's JQUA Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 8.4% in Q1 2026, selling an estimated $19.4K and leaving 3,336 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #105.

Summit Wealth & Retirement Planning first reported a position in JQUA in Q1 2025 and has held it in 5 quarters since. The position peaked at $230K in Q4 2025. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Summit Wealth & Retirement Planning held 3,336 shares of JPMorgan US Quality Factor ETF worth $205K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 306 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $19.4K.
  • JPMorgan US Quality Factor ETF made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #105 holding.
  • Summit Wealth & Retirement Planning first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Summit Wealth & Retirement Planning's JPMorgan US Quality Factor ETF position peaked at $230K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.