Valley National Advisers’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Valley National Advisers’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	$2.64M	Buy	43,033 +919	+2%	+$58.3K	0.34%	56
2025 Q4	$2.66M	Buy	42,114 +2,021	+5%	+$127K	0.37%	52
2025 Q3	$2.52M	Buy	40,093 +440	+1%	+$27K	0.39%	55
2025 Q2	$2.38M	Buy	39,653 +850	+2%	+$48.6K	0.39%	61
2025 Q1	$2.19M	Buy	38,803 +588	+2%	+$34.3K	0.4%	58
2024 Q4	$2.19M	Buy	38,215 +1,320	+4%	+$76.5K	0.39%	61
2024 Q3	$2.09M	Sell	36,895 -16,761	-31%	-$910K	0.38%	60
2024 Q2	$2.84M	Buy	53,656 +7,432	+16%	+$385K	0.42%	55
2024 Q1	$2.44M	Buy	46,224 +9,235	+25%	+$466K	0.37%	65
2023 Q4	$1.77M	Buy	+36,989	New	+$1.66M	0.28%	75
2023 Q3	–	Sell	-401	Closed	-$18K	–	1094
2023 Q2	$18K	Buy	+401	New	+$16.9K	﹤0.01%	522

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

Valley National Advisers's JQUA Position: Q1 2026 in Review

Valley National Advisers increased its JPMorgan US Quality Factor ETF (JQUA) stake by 2.2% in Q1 2026, buying an estimated $58.3K and bringing the position to 43,033 shares worth $2.64M. The position accounts for 0.34% of the portfolio, ranked #56.

Valley National Advisers first reported a position in JQUA in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q2 2024. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Valley National Advisers held 43,033 shares of JPMorgan US Quality Factor ETF worth $2.64M as of Q1 2026.
Valley National Advisers bought 919 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $58.3K.
JPMorgan US Quality Factor ETF made up 0.34% of Valley National Advisers's portfolio in Q1 2026, its #56 holding.
Valley National Advisers first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 11 quarters since.
Valley National Advisers's JPMorgan US Quality Factor ETF position peaked at $2.84M in Q2 2024.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.