WA
JQUA icon

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

Wealth Alliance’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
Q4 		– Sell
-7,498
Closed -$472K – 575
2025
Q3 		$472K Buy
+7,498
New +$460K 0.05% 315

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Wealth Alliance's JQUA Position: Q4 2025 in Review

Wealth Alliance sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2025, closing a stake of 7,498 shares — an estimated $472K sold.

Wealth Alliance first reported a position in JQUA in Q3 2025 and held it in 1 quarter. The position peaked at $472K in Q3 2025. 452 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

  • Wealth Alliance reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 7,498 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $472K.
  • Wealth Alliance first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and held it in 1 quarter.
  • Wealth Alliance's JPMorgan US Quality Factor ETF position peaked at $472K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.