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

CAPTRUST 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 		$222K Buy
+3,068
New +$209K ﹤0.01% 2810
2024
Q1 		– Sell
-18,513
Closed -$886K – 2410
2023
Q4 		$886K Buy
18,513
+9,666
+109% +$434K ﹤0.01% 1350
2023
Q3 		$383K Buy
+8,847
New +$395K ﹤0.01% 1831

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

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

CAPTRUST Financial Advisors opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 3,068 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #2810 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in JQUA as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in JQUA in Q3 2023 and has held it in 3 quarters since. The position peaked at $886K in Q4 2023. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • CAPTRUST Financial Advisors held 3,068 shares of JPMorgan US Quality Factor ETF worth $222K as of Q2 2026.
  • JPMorgan US Quality Factor ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2810 holding.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 3 quarters since.
  • CAPTRUST Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $886K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

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