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Alliance Wealth Advisors (Utah)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$265K Sell
3,660
-1,234
-25% -$83.9K 0.05% 202
2026
Q1 		$300K Sell
4,894
-1,549
-24% -$98.3K 0.06% 185
2025
Q4 		$407K Sell
6,443
-1,519
-19% -$95.4K 0.09% 185
2025
Q3 		$501K Sell
7,962
-621
-7% -$38.1K 0.12% 177
2025
Q2 		$515K Buy
8,583
+383
+5% +$21.9K 0.12% 159
2025
Q1 		$463K Buy
8,200
+245
+3% +$14.3K 0.12% 167
2024
Q4 		$456K Sell
7,955
-4,363
-35% -$253K 0.12% 164
2024
Q3 		$697K Buy
12,318
+228
+2% +$12.4K 0.18% 127
2024
Q2 		$640K Buy
12,090
+1,280
+12% +$66.3K 0.19% 121
2024
Q1 		$572K Buy
10,810
+645
+6% +$32.6K 0.17% 124
2023
Q4 		$487K Buy
10,165
+876
+9% +$39.3K 0.16% 132
2023
Q3 		$402K Buy
9,289
+664
+8% +$29.6K 0.15% 142
2023
Q2 		$382K Buy
8,625
+57
+0.7% +$2.4K 0.14% 150
2023
Q1 		$353K Buy
8,568
+78
+0.9% +$3.13K 0.14% 152
2022
Q4 		$329K Buy
+8,490
New +$326K 0.15% 153

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

Alliance Wealth Advisors (Utah)'s JQUA Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 25% in Q2 2026, selling an estimated $83.9K and leaving 3,660 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #202.

Alliance Wealth Advisors (Utah) first reported a position in JQUA in Q4 2022 and has held it in 15 quarters since. The position peaked at $697K in Q3 2024. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 3,660 shares of JPMorgan US Quality Factor ETF worth $265K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,234 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $83.9K.
  • JPMorgan US Quality Factor ETF made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #202 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s JPMorgan US Quality Factor ETF position peaked at $697K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.