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

WJ Wealth Management’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
Q3 		– Sell
-6,190
Closed -$372K – 92
2025
Q2 		$372K Hold
6,190
– – 0.12% 74
2025
Q1 		$350K Sell
6,190
-300
-5% -$17.5K 0.12% 67
2024
Q4 		$372K Hold
6,490
– – 0.13% 63
2024
Q3 		$367K Sell
6,490
-18,354
-74% -$996K 0.13% 61
2024
Q2 		$1.32M Sell
24,844
-3,400
-12% -$176K 0.48% 36
2024
Q1 		$1.49M Sell
28,244
-71,142
-72% -$3.59M 0.59% 37
2023
Q4 		$4.76M Buy
+99,386
New +$4.46M 2.07% 14

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WJ Wealth Management's JQUA Position: Q3 2025 in Review

WJ Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2025, closing a stake of 6,190 shares — an estimated $372K sold.

WJ Wealth Management first reported a position in JQUA in Q4 2023 and held it in 7 quarters. The position peaked at $4.76M in Q4 2023. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

  • WJ Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 6,190 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $372K.
  • WJ Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and held it in 7 quarters.
  • WJ Wealth Management's JPMorgan US Quality Factor ETF position peaked at $4.76M in Q4 2023.
  • 408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.