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

Acorn 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
Q2 		$587K Sell
8,124
-4,554
-36% -$310K 0.14% 137
2026
Q1 		$777K Sell
12,678
-3,869
-23% -$246K 0.23% 98
2025
Q4 		$1.05M Sell
16,547
-8,841
-35% -$555K 0.31% 70
2025
Q3 		$1.6M Buy
+25,388
New +$1.56M 0.5% 48

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Acorn Wealth Advisors's JQUA Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 36% in Q2 2026, selling an estimated $310K and leaving 8,124 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #137.

Acorn Wealth Advisors first reported a position in JQUA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q3 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Acorn Wealth Advisors held 8,124 shares of JPMorgan US Quality Factor ETF worth $587K as of Q2 2026.
  • Acorn Wealth Advisors sold 4,554 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $310K.
  • JPMorgan US Quality Factor ETF made up 0.14% of Acorn Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Acorn Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Acorn Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $1.6M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.