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

West Wealth 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
Q1 		$11.7M Sell
190,199
-208,231
-52% -$13.2M 2.3% 14
2025
Q4 		$25.2M Buy
398,430
+18,147
+5% +$1.14M 5.22% 7
2025
Q3 		$23.7M Sell
380,283
-12,151
-3% -$746K 5.35% 6
2025
Q2 		$23.9M Buy
392,434
+34,997
+10% +$2M 5.94% 6
2025
Q1 		$20.2M Buy
357,437
+29,359
+9% +$1.71M 5.98% 4
2024
Q4 		$18.8M Buy
328,078
+23,508
+8% +$1.36M 5.61% 7
2024
Q3 		$17.2M Buy
304,570
+22,723
+8% +$1.23M 5.58% 7
2024
Q2 		$14.9M Buy
281,847
+9,839
+4% +$509K 5.28% 6
2024
Q1 		$14.4M Buy
+272,008
New +$13.7M 5.33% 6

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return