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Capital Advisors Ltd’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Capital Advisors Ltd’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 		$281K Buy
3,891
+4
+0.1% +$272 0.03% 262
2026
Q1 		$238K Sell
3,887
-374
-9% -$23.7K 0.03% 275
2025
Q4 		$269K Sell
4,261
-785
-16% -$49.3K 0.03% 254
2025
Q3 		$317K Buy
5,046
+7
+0.1% +$430 0.04% 229
2025
Q2 		$303K Buy
5,039
+124
+3% +$7.09K 0.04% 224
2025
Q1 		$278K Buy
4,915
+7
+0.1% +$409 0.04% 231
2024
Q4 		$281K Buy
4,908
+9
+0.2% +$522 0.04% 231
2024
Q3 		$277K Buy
4,899
+8
+0.2% +$434 0.03% 232
2024
Q2 		$259K Buy
4,891
+768
+19% +$39.8K 0.03% 235
2024
Q1 		$218K Buy
4,123
+6
+0.1% +$303 0.03% 260
2023
Q4 		$197K Buy
4,117
+243
+6% +$10.9K 0.03% 259
2023
Q3 		$168K Buy
3,874
+8
+0.2% +$357 0.03% 269
2023
Q2 		$171K Buy
3,866
+7
+0.2% +$295 0.03% 276
2023
Q1 		$159K Buy
3,859
+401
+12% +$16.1K 0.03% 266
2022
Q4 		$134K Sell
3,458
-5,977
-63% -$229K 0.02% 281
2022
Q3 		$331K Buy
9,435
+3,448
+58% +$133K 0.06% 169
2022
Q2 		$223K Buy
+5,987
New +$238K 0.04% 208

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

Capital Advisors Ltd's JQUA Position: Q2 2026 in Review

Capital Advisors Ltd increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.1% in Q2 2026, buying an estimated $272 and bringing the position to 3,891 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #262.

Capital Advisors Ltd first reported a position in JQUA in Q2 2022 and has held it in 17 quarters since. The position peaked at $331K in Q3 2022. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Capital Advisors Ltd held 3,891 shares of JPMorgan US Quality Factor ETF worth $281K as of Q2 2026.
  • Capital Advisors Ltd bought 4 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $272.
  • JPMorgan US Quality Factor ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #262 holding.
  • Capital Advisors Ltd first reported a position in JPMorgan US Quality Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Capital Advisors Ltd's JPMorgan US Quality Factor ETF position peaked at $331K in Q3 2022.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.