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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

Other funds holding JQUA

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 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 Q3 2025 and has held it in 4 quarters since. 191 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 Q3 2025 and has held it in 4 quarters since.
  • 191 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.