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Ballast Financial Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Ballast Financial 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 		$4.55M Buy
62,901
+4,146
+7% +$282K 4.12% 7
2026
Q1 		$3.6M Buy
58,755
+2,472
+4% +$157K 3.69% 7
2025
Q4 		$3.56M Buy
+56,283
New +$3.53M 3.66% 7

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

Ballast Financial Advisors's JQUA Position: Q2 2026 in Review

Ballast Financial Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 7.1% in Q2 2026, buying an estimated $282K and bringing the position to 62,901 shares worth $4.55M. The position accounts for 4.12% of the portfolio, ranked #7.

Ballast Financial Advisors first reported a position in JQUA in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Ballast Financial Advisors held 62,901 shares of JPMorgan US Quality Factor ETF worth $4.55M as of Q2 2026.
  • Ballast Financial Advisors bought 4,146 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $282K.
  • JPMorgan US Quality Factor ETF made up 4.12% of Ballast Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Ballast Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.