VisionPoint Advisory Group
JQUA icon

VisionPoint Advisory Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

VisionPoint Advisory 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
Q3 		$261K Sell
3,537
-450
-11% -$33.1K 0.04% 378
2026
Q2 		$288K Sell
3,987
-1,371
-26% -$93.2K 0.05% 367
2026
Q1 		$329K Buy
5,358
+2,021
+61% +$128K 0.06% 309
2025
Q4 		$211K Buy
+3,337
New +$210K 0.04% 376

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 11.9% 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

VisionPoint Advisory Group's JQUA Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 11% in Q3 2026, selling an estimated $33.1K and leaving 3,537 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #378.

VisionPoint Advisory Group first reported a position in JQUA in Q4 2025 and has held it in 4 quarters since. The position peaked at $329K in Q1 2026. 293 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • VisionPoint Advisory Group held 3,537 shares of JPMorgan US Quality Factor ETF worth $261K as of Q3 2026.
  • VisionPoint Advisory Group sold 450 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $33.1K.
  • JPMorgan US Quality Factor ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #378 holding.
  • VisionPoint Advisory Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's JPMorgan US Quality Factor ETF position peaked at $329K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.