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

TritonPoint 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
2025
Q1 		– Sell
-6,409
Closed -$367K – 343
2024
Q4 		$367K Buy
+6,409
New +$371K 0.03% 243
2024
Q3 		– Sell
-7,861
Closed -$416K – 338
2024
Q2 		$416K Buy
+7,861
New +$407K 0.04% 225

Other funds holding JQUA

Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

TritonPoint Wealth's JQUA Position: Q1 2025 in Review

TritonPoint Wealth sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 6,409 shares — an estimated $367K sold.

TritonPoint Wealth first reported a position in JQUA in Q2 2024 and held it in 2 quarters. The position peaked at $416K in Q2 2024. 378 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • TritonPoint Wealth reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 6,409 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $367K.
  • TritonPoint Wealth first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and held it in 2 quarters.
  • TritonPoint Wealth's JPMorgan US Quality Factor ETF position peaked at $416K in Q2 2024.
  • 378 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on TritonPoint Wealth's 13F filing for Q1 2025, filed 16 Apr 2025.