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

Tull Financial Group’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	$20.6M	Sell	336,446 -254,511	-43%	-$16.2M	9.21%	6
2025 Q4	$37.3M	Sell	590,957 -169	-0%	-$10.6K	15.99%	2
2025 Q3	$37.2M	Buy	591,126 +8,723	+1%	+$535K	16.42%	2
2025 Q2	$35M	Buy	582,403 +46,863	+9%	+$2.68M	15.91%	3
2025 Q1	$30.2M	Buy	535,540 +107,122	+25%	+$6.26M	17.61%	2
2024 Q4	$24.5M	Buy	428,418 +3,722	+0.9%	+$216K	14.8%	2
2024 Q3	$24M	Buy	+424,696	New	+$23.1M	14.61%	3

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Tull Financial Group's JQUA Position: Q1 2026 in Review

Tull Financial Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 43% in Q1 2026, selling an estimated $16.2M and leaving 336,446 shares worth $20.6M. The position accounts for 9.21% of the portfolio, ranked #6.

Tull Financial Group first reported a position in JQUA in Q3 2024 and has held it in 7 quarters since. The position peaked at $37.3M in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Tull Financial Group held 336,446 shares of JPMorgan US Quality Factor ETF worth $20.6M as of Q1 2026.
Tull Financial Group sold 254,511 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $16.2M.
JPMorgan US Quality Factor ETF made up 9.21% of Tull Financial Group's portfolio in Q1 2026, its #6 holding.
Tull Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
Tull Financial Group's JPMorgan US Quality Factor ETF position peaked at $37.3M in Q4 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.