Third View Private Wealth
JQUA icon

Third View Private Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Third View Private 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 		$668K Sell
9,048
-692
-7% -$50.8K 0.08% 145
2026
Q2 		$704K Sell
9,740
-386
-4% -$26.2K 0.09% 156
2026
Q1 		$621K Sell
10,126
-1,283
-11% -$81.4K 0.09% 150
2025
Q4 		$721K Buy
+11,409
New +$717K 0.1% 144

Other funds holding JQUA

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Third View Private Wealth's JQUA Position: Q3 2026 in Review

Third View Private Wealth reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 7.1% in Q3 2026, selling an estimated $50.8K and leaving 9,048 shares worth $668K. The position accounts for 0.08% of the portfolio, ranked #145.

Third View Private Wealth first reported a position in JQUA in Q4 2025 and has held it in 4 quarters since. The position peaked at $721K in Q4 2025. 293 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • Third View Private Wealth held 9,048 shares of JPMorgan US Quality Factor ETF worth $668K as of Q3 2026.
  • Third View Private Wealth sold 692 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $50.8K.
  • JPMorgan US Quality Factor ETF made up 0.08% of Third View Private Wealth's portfolio in Q3 2026, its #145 holding.
  • Third View Private Wealth first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's JPMorgan US Quality Factor ETF position peaked at $721K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.