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Tandem Financial’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Tandem Financial’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 		$7.86M Buy
+128,105
New +$8.13M 2.5% 10
2025
Q4 		– Sell
-116,943
Closed -$7.36M – 75
2025
Q3 		$7.36M Buy
+116,943
New +$7.18M 2.74% 8

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 $445B AUM 25.58% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 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 $2.78B AUM 23.87% 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 $4.71B AUM 25.36% 1-Year Est. Return

Tandem Financial's JQUA Position: Q1 2026 in Review

Tandem Financial opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q1 2026: 128,105 shares worth $7.86M. The stake represents 2.5% of the portfolio and ranks #10 among its holdings. This is a return to the name: Tandem Financial previously reported a position in JQUA as recently as Q3 2025.

Tandem Financial first reported a position in JQUA in Q3 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Tandem Financial held 128,105 shares of JPMorgan US Quality Factor ETF worth $7.86M as of Q1 2026.
  • JPMorgan US Quality Factor ETF was a new Tandem Financial position in Q1 2026.
  • JPMorgan US Quality Factor ETF made up 2.5% of Tandem Financial's portfolio in Q1 2026, its #10 holding.
  • Tandem Financial first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.