Action Point Financial Planning’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Action Point Financial Planning’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	$443K	Buy	+6,130	New	+$417K	0.05%	282

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Action Point Financial Planning's JQUA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 6,130 shares worth $443K. The stake represents 0.05% of the portfolio and ranks #282 among its holdings.

475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Action Point Financial Planning held 6,130 shares of JPMorgan US Quality Factor ETF worth $443K as of Q2 2026.
JPMorgan US Quality Factor ETF was a new Action Point Financial Planning position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #282 holding.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.