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Twin Peaks Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Twin Peaks Wealth Advisors’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 		$83.9K Buy
+1,369
New +$86.9K 0.02% 320
2025
Q3 		– Sell
-1,369
Closed -$83.9K – 1186
2025
Q2 		$83.9K Buy
+1,369
New +$78.2K 0.03% 262

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 $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
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 $3.75B AUM 21.95% 1-Year Est. Return

Twin Peaks Wealth Advisors's JQUA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q1 2026: 1,369 shares worth $83.9K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in JQUA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in JQUA in Q2 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,369 shares of JPMorgan US Quality Factor ETF worth $83.9K as of Q1 2026.
  • JPMorgan US Quality Factor ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • JPMorgan US Quality Factor ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #320 holding.
  • Twin Peaks Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 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 Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.