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

WCG 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	–	Sell	-10,080	Closed	-$637K	–	533
2025 Q4	$637K	Buy	+10,080	New	+$633K	0.02%	418
2025 Q2	–	Sell	-137,563	Closed	-$7.77M	–	340
2025 Q1	$7.77M	Sell	137,563 -24,613	-15%	-$1.44M	0.59%	52
2024 Q4	$9.29M	Buy	162,176 +180	+0.1%	+$10.4K	0.61%	48
2024 Q3	$9.16M	Buy	+161,996	New	+$8.79M	0.62%	47

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

WCG Wealth Advisors's JQUA Position: Q1 2026 in Review

WCG Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 10,080 shares — an estimated $637K sold.

WCG Wealth Advisors first reported a position in JQUA in Q3 2024 and held it in 4 quarters. The position peaked at $9.29M in Q4 2024. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

WCG Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 10,080 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $637K.
WCG Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and held it in 4 quarters.
WCG Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $9.29M in Q4 2024.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.