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Concurrent Investment Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Concurrent Investment 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 		$1.01M Sell
13,986
-348
-2% -$23.7K 0.01% 1005
2026
Q1 		$879K Sell
14,334
-7,226
-34% -$459K 0.01% 926
2025
Q4 		$1.36M Buy
21,560
+15,638
+264% +$982K 0.02% 708
2025
Q3 		$373K Buy
+5,922
New +$364K 0.01% 1051

Other funds holding JQUA

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Concurrent Investment Advisors's JQUA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 2.4% in Q2 2026, selling an estimated $23.7K and leaving 13,986 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1005.

Concurrent Investment Advisors first reported a position in JQUA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2025. 272 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Concurrent Investment Advisors held 13,986 shares of JPMorgan US Quality Factor ETF worth $1.01M as of Q2 2026.
  • Concurrent Investment Advisors sold 348 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $23.7K.
  • JPMorgan US Quality Factor ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1005 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's JPMorgan US Quality Factor ETF position peaked at $1.36M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.