Wealthspire Advisors (New York)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Wealthspire Advisors (New York)’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	$2.35M	Sell	38,314 -1,495	-4%	-$94.9K	0.02%	264
2025 Q4	$2.52M	Sell	39,809 -3,121	-7%	-$196K	0.02%	262
2025 Q3	$2.7M	Sell	42,930 -915	-2%	-$56.2K	0.01%	232
2025 Q2	$2.63M	Buy	43,845 +3,996	+10%	+$228K	0.01%	240
2025 Q1	$2.25M	Sell	39,849 -2,110	-5%	-$123K	0.01%	258
2024 Q4	$2.4M	Sell	41,959 -2,164	-5%	-$125K	0.02%	227
2024 Q3	$2.5M	Buy	44,123 +20,544	+87%	+$1.12M	0.03%	214
2024 Q2	$1.25M	Sell	23,579 -8,560	-27%	-$443K	0.02%	279
2024 Q1	$1.7M	Sell	32,139 -1,569	-5%	-$79.2K	0.02%	228
2023 Q4	$1.61M	Buy	+33,708	New	+$1.51M	0.02%	230

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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 $4.71B AUM 25.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s JQUA Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 3.8% in Q1 2026, selling an estimated $94.9K and leaving 38,314 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #264.

Wealthspire Advisors (New York) first reported a position in JQUA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.7M in Q3 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Wealthspire Advisors (New York) held 38,314 shares of JPMorgan US Quality Factor ETF worth $2.35M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,495 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $94.9K.
JPMorgan US Quality Factor ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #264 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s JPMorgan US Quality Factor ETF position peaked at $2.7M in Q3 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.