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

Capital Advisors Wealth Management’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
Q3 		$563K Sell
7,623
-642
-8% -$47.2K 0.06% 135
2026
Q2 		$597K Sell
8,265
-727
-8% -$49.4K 0.07% 132
2026
Q1 		$551K Buy
8,992
+194
+2% +$12.3K 0.07% 124
2025
Q4 		$556K Buy
8,798
+279
+3% +$17.5K 0.08% 124
2025
Q3 		$536K Sell
8,519
-228
-3% -$14K 0.08% 121
2025
Q2 		$525K Sell
8,747
-202
-2% -$11.5K 0.08% 110
2025
Q1 		$505K Sell
8,949
-250
-3% -$14.6K 0.09% 102
2024
Q4 		$527K Sell
9,199
-56
-0.6% -$3.25K 0.09% 91
2024
Q3 		$524K Sell
9,255
-1,564
-14% -$84.9K 0.1% 89
2024
Q2 		$573K Sell
10,819
-3,007
-22% -$156K 0.11% 78
2024
Q1 		$731K Buy
13,826
+869
+7% +$43.9K 0.15% 66
2023
Q4 		$620K Buy
12,957
+1,198
+10% +$53.8K 0.14% 71
2023
Q3 		$509K Buy
+11,759
New +$525K 0.13% 78

Other funds holding JQUA

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Capital Advisors Wealth Management's JQUA Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 7.8% in Q3 2026, selling an estimated $47.2K and leaving 7,623 shares worth $563K. The position accounts for 0.06% of the portfolio, ranked #135.

Capital Advisors Wealth Management first reported a position in JQUA in Q3 2023 and has held it in 13 quarters since. The position peaked at $731K in Q1 2024. 28 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • Capital Advisors Wealth Management held 7,623 shares of JPMorgan US Quality Factor ETF worth $563K as of Q3 2026.
  • Capital Advisors Wealth Management sold 642 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $47.2K.
  • JPMorgan US Quality Factor ETF made up 0.06% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Capital Advisors Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 13 quarters since.
  • Capital Advisors Wealth Management's JPMorgan US Quality Factor ETF position peaked at $731K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.