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B. Riley Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

B. Riley 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 		$359K Buy
5,008
+471
+10% +$32K 0.02% 567
2026
Q1 		$272K Sell
4,537
-676
-13% -$42.9K 0.02% 612
2025
Q4 		$329K Buy
5,213
+7
+0.1% +$440 0.02% 679
2025
Q3 		$328K Buy
+5,206
New +$320K 0.02% 688
2025
Q2 		– Sell
-21,848
Closed -$1.23M – 1232
2025
Q1 		$1.23M Buy
+21,848
New +$1.28M 0.04% 439

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

B. Riley Wealth Advisors's JQUA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 10% in Q2 2026, buying an estimated $32K and bringing the position to 5,008 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #567.

B. Riley Wealth Advisors first reported a position in JQUA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q1 2025. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • B. Riley Wealth Advisors held 5,008 shares of JPMorgan US Quality Factor ETF worth $359K as of Q2 2026.
  • B. Riley Wealth Advisors bought 471 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $32K.
  • JPMorgan US Quality Factor ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #567 holding.
  • B. Riley Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • B. Riley Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $1.23M in Q1 2025.
  • 479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.