Avantax Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Avantax Advisory Services’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 Q2	$12M	Buy	199,007 +14,068	+8%	+$804K	0.07%	234
2025 Q1	$10.4M	Buy	184,939 +126,026	+214%	+$7.36M	0.06%	237
2024 Q4	$3.37M	Buy	58,913 +5,669	+11%	+$329K	0.02%	522
2024 Q3	$3.01M	Buy	53,244 +2,843	+6%	+$154K	0.02%	543
2024 Q2	$2.67M	Buy	50,401 +4,082	+9%	+$211K	0.02%	564
2024 Q1	$2.45M	Sell	46,319 -992	-2%	-$50.1K	0.02%	489
2023 Q4	$2.26M	Buy	47,311 +5,863	+14%	+$263K	0.02%	470
2023 Q3	$1.79M	Buy	41,448 +20,694	+100%	+$923K	0.02%	492
2023 Q2	$919K	Buy	20,754 +12,146	+141%	+$511K	0.01%	712
2023 Q1	$355K	Buy	8,608 +937	+12%	+$37.6K	﹤0.01%	1065
2022 Q4	$297K	Buy	7,671 +678	+10%	+$26K	﹤0.01%	1110
2022 Q3	$245K	Buy	6,993 +1,403	+25%	+$54.2K	﹤0.01%	1099
2022 Q2	$208K	Buy	+5,590	New	+$222K	﹤0.01%	1186

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's JQUA Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan US Quality Factor ETF (JQUA) stake by 7.6% in Q2 2025, buying an estimated $804K and bringing the position to 199,007 shares worth $12M. The position accounts for 0.07% of the portfolio, ranked #234.

Avantax Advisory Services first reported a position in JQUA in Q2 2022 and has held it in 13 quarters since. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

Avantax Advisory Services held 199,007 shares of JPMorgan US Quality Factor ETF worth $12M as of Q2 2025.
Avantax Advisory Services bought 14,068 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $804K.
JPMorgan US Quality Factor ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #234 holding.
Avantax Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q2 2022 and has held it in 13 quarters since.
401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.