Cary Street Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Cary Street Partners’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	$557K	Hold	7,711	–	–	0.01%	631
2026 Q1	$473K	Sell	7,711 -2,330	-23%	-$148K	0.01%	610
2025 Q4	$634K	Buy	10,041 +873	+10%	+$54.8K	0.02%	544
2025 Q3	$577K	Buy	9,168 +824	+10%	+$50.6K	0.02%	540
2025 Q2	$501K	Buy	8,344 +2,444	+41%	+$140K	0.01%	552
2025 Q1	$333K	Hold	5,900	–	–	0.01%	623
2024 Q4	$338K	Buy	+5,900	New	+$342K	0.01%	593

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

Cary Street Partners's JQUA Position: Q2 2026 in Review

Cary Street Partners held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 7,711 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #631.

Cary Street Partners first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q4 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Cary Street Partners held 7,711 shares of JPMorgan US Quality Factor ETF worth $557K as of Q2 2026.
Cary Street Partners left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #631 holding.
Cary Street Partners first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's JPMorgan US Quality Factor ETF position peaked at $634K in Q4 2025.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.