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Barrett & Company’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Barrett & Company’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 		$33.8K Buy
467
+460
+6,571% +$31.3K 0.01% 359
2026
Q1 		$432 Hold
7
– – ﹤0.01% 638
2025
Q4 		$444 Buy
+7
New +$440 ﹤0.01% 644

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

Barrett & Company's JQUA Position: Q2 2026 in Review

Barrett & Company increased its JPMorgan US Quality Factor ETF (JQUA) stake by 6,571% in Q2 2026, buying an estimated $31.3K and bringing the position to 467 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #359.

Barrett & Company 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.

  • Barrett & Company held 467 shares of JPMorgan US Quality Factor ETF worth $33.8K as of Q2 2026.
  • Barrett & Company bought 460 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $31.3K.
  • JPMorgan US Quality Factor ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #359 holding.
  • Barrett & Company 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 Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.