Commonwealth Equity Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Commonwealth Equity Services’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	$56.6M	Buy	782,659 +39,617	+5%	+$2.69M	0.07%	280
2026 Q1	$45.6M	Sell	743,042 -395,957	-35%	-$25.1M	0.06%	300
2025 Q4	$72M	Sell	1,138,999 -181,357	-14%	-$11.4M	0.1%	208
2025 Q3	$83.1M	Sell	1,320,356 -25,663	-2%	-$1.58M	0.11%	180
2025 Q2	$80.8M	Sell	1,346,019 -5,493	-0.4%	-$314K	0.11%	191
2025 Q1	$76.3M	Buy	1,351,512 +53,349	+4%	+$3.12M	0.11%	177
2024 Q4	$74.3M	Buy	1,298,163 +202,309	+18%	+$11.7M	0.11%	176
2024 Q3	$62M	Buy	1,095,854 +55,585	+5%	+$3.02M	0.09%	208
2024 Q2	$55.1M	Buy	1,040,269 +184,012	+21%	+$9.52M	0.09%	214
2024 Q1	$45.3M	Buy	856,257 +71,720	+9%	+$3.62M	0.08%	245
2023 Q4	$37.5M	Buy	784,537 +286,344	+57%	+$12.9M	0.07%	270
2023 Q3	$21.6M	Buy	498,193 +6,523	+1%	+$291K	0.04%	386
2023 Q2	$21.8M	Buy	491,670 +41,354	+9%	+$1.74M	0.04%	394
2023 Q1	$18.6M	Buy	450,316 +278,311	+162%	+$11.2M	0.04%	418
2022 Q4	$6.67M	Buy	172,005 +86,953	+102%	+$3.34M	0.02%	825
2022 Q3	$2.98M	Buy	85,052 +720	+0.9%	+$27.8K	0.01%	1181
2022 Q2	$3.14M	Sell	84,332 -22,469	-21%	-$892K	0.01%	1150
2022 Q1	$4.58M	Buy	106,801 +2,991	+3%	+$126K	0.01%	990
2021 Q4	$4.72M	Buy	103,810 +11,904	+13%	+$520K	0.01%	956
2021 Q3	$3.76M	Sell	91,906 -418	-0.5%	-$17.6K	0.01%	1035
2021 Q2	$3.78M	Sell	92,324 -96,721	-51%	-$3.83M	0.01%	1013
2021 Q1	$7.13M	Sell	189,045 -11,551	-6%	-$423K	0.02%	628
2020 Q4	$7.2M	Buy	200,596 +35,191	+21%	+$1.21M	0.02%	586
2020 Q3	$5.37M	Sell	165,405 -2,314	-1%	-$74.5K	0.02%	629
2020 Q2	$5.1M	Buy	167,719 +27,965	+20%	+$809K	0.02%	602
2020 Q1	$3.56M	Buy	+139,754	New	+$4.17M	0.02%	652

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

Commonwealth Equity Services's JQUA Position: Q2 2026 in Review

Commonwealth Equity Services increased its JPMorgan US Quality Factor ETF (JQUA) stake by 5.3% in Q2 2026, buying an estimated $2.69M and bringing the position to 782,659 shares worth $56.6M. The position accounts for 0.07% of the portfolio, ranked #280.

Commonwealth Equity Services first reported a position in JQUA in Q1 2020 and has held it in 26 quarters since. The position peaked at $83.1M in Q3 2025. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Commonwealth Equity Services held 782,659 shares of JPMorgan US Quality Factor ETF worth $56.6M as of Q2 2026.
Commonwealth Equity Services bought 39,617 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $2.69M.
JPMorgan US Quality Factor ETF made up 0.07% of Commonwealth Equity Services's portfolio in Q2 2026, its #280 holding.
Commonwealth Equity Services first reported a position in JPMorgan US Quality Factor ETF in Q1 2020 and has held it in 26 quarters since.
Commonwealth Equity Services's JPMorgan US Quality Factor ETF position peaked at $83.1M in Q3 2025.
476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.