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

Clarus Wealth 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	$9.3M	Sell	129,822 -5,081	-4%	-$345K	3.58%	7
2026 Q1	$8.37M	Sell	134,903 -569	-0.4%	-$36.1K	3.57%	6
2025 Q4	$8.71M	Sell	135,472 -357	-0.3%	-$22.4K	3.61%	6
2025 Q3	$8.57M	Sell	135,829 -2,433	-2%	-$149K	3.79%	6
2025 Q2	$8.36M	Buy	138,262 +1,586	+1%	+$90.6K	3.86%	6
2025 Q1	$7.46M	Buy	136,676 +85,696	+168%	+$5.01M	3.99%	8
2024 Q4	$2.89M	Sell	50,980 -2,280	-4%	-$132K	1.44%	18
2024 Q3	$2.99M	Sell	53,260 -3,495	-6%	-$190K	1.52%	17
2024 Q2	$3.04M	Buy	56,755 +2,402	+4%	+$124K	1.62%	17
2024 Q1	$2.81M	Buy	+54,353	New	+$2.74M	1.59%	18

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

Clarus Wealth Advisors's JQUA Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 3.8% in Q2 2026, selling an estimated $345K and leaving 129,822 shares worth $9.3M. The position accounts for 3.58% of the portfolio, ranked #7.

Clarus Wealth Advisors first reported a position in JQUA in Q1 2024 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Clarus Wealth Advisors held 129,822 shares of JPMorgan US Quality Factor ETF worth $9.3M as of Q2 2026.
Clarus Wealth Advisors sold 5,081 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $345K.
JPMorgan US Quality Factor ETF made up 3.58% of Clarus Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Clarus Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.