Wade Financial Advisory’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Wade Financial Advisory’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	$359K	Buy	+6,364	New	+$372K	0.12%	58

Other funds holding JQUA

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

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

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Wade Financial Advisory's JQUA Position: Q1 2025 in Review

Wade Financial Advisory opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q1 2025: 6,364 shares worth $359K. The stake represents 0.12% of the portfolio and ranks #58 among its holdings.

377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

Wade Financial Advisory held 6,364 shares of JPMorgan US Quality Factor ETF worth $359K as of Q1 2025.
JPMorgan US Quality Factor ETF was a new Wade Financial Advisory position in Q1 2025.
JPMorgan US Quality Factor ETF made up 0.12% of Wade Financial Advisory's portfolio in Q1 2025, its #58 holding.
377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.