SVB Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

SVB Wealth’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	$543K	Sell	7,357 -445	-6%	-$32.7K	0.04%	237
2026 Q2	$564K	Sell	7,802 -7,263	-48%	-$494K	0.04%	258
2026 Q1	$924K	Sell	15,065 -130	-0.9%	-$8.25K	0.06%	202
2025 Q4	$960K	Sell	15,195 -8,724	-36%	-$548K	0.06%	212
2025 Q3	$1.5M	Sell	23,919 -1,865	-7%	-$114K	0.08%	178
2025 Q2	$1.55M	Sell	25,784 -9,899	-28%	-$566K	0.08%	182
2025 Q1	$2.01M	Sell	35,683 -14,377	-29%	-$840K	0.08%	115
2024 Q4	$2.87M	Buy	+50,060	New	+$2.9M	0.05%	190
2024 Q3	–	Sell	-119,652	Closed	-$6.34M	–	332
2024 Q2	$6.34M	Sell	119,652 -73,039	-38%	-$3.78M	0.16%	130
2024 Q1	$10.2M	Sell	192,691 -6,417	-3%	-$324K	0.23%	109
2023 Q4	$9.5M	Buy	199,108 +190,969	+2,346%	+$8.57M	0.23%	109
2023 Q3	$352K	Buy	+8,139	New	+$363K	0.01%	562

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

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

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

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

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

SVB Wealth's JQUA Position: Q3 2026 in Review

SVB Wealth reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 5.7% in Q3 2026, selling an estimated $32.7K and leaving 7,357 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #237.

SVB Wealth first reported a position in JQUA in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q1 2024. 295 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

SVB Wealth held 7,357 shares of JPMorgan US Quality Factor ETF worth $543K as of Q3 2026.
SVB Wealth sold 445 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $32.7K.
JPMorgan US Quality Factor ETF made up 0.04% of SVB Wealth's portfolio in Q3 2026, its #237 holding.
SVB Wealth first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
SVB Wealth's JPMorgan US Quality Factor ETF position peaked at $10.2M in Q1 2024.
295 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on SVB Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.