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 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Wealth Management's JQUA Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 8.1% in Q2 2026, selling an estimated $49.4K and leaving 8,265 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #132.

Capital Advisors Wealth Management first reported a position in JQUA in Q3 2023 and has held it in 12 quarters since. The position peaked at $731K in Q1 2024. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Capital Advisors Wealth Management held 8,265 shares of JPMorgan US Quality Factor ETF worth $597K as of Q2 2026.
Capital Advisors Wealth Management sold 727 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $49.4K.
JPMorgan US Quality Factor ETF made up 0.07% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #132 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
Capital Advisors Wealth Management's JPMorgan US Quality Factor ETF position peaked at $731K in Q1 2024.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.