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Cooper Financial Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Cooper Financial Group’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
Q3 		$1.14M Buy
15,464
+6
+0% +$441 0.09% 155
2026
Q2 		$1.12M Sell
15,458
-744
-5% -$50.6K 0.09% 155
2026
Q1 		$993K Buy
16,202
+460
+3% +$29.2K 0.1% 163
2025
Q4 		$995K Buy
15,742
+312
+2% +$19.6K 0.11% 144
2025
Q3 		$971K Buy
15,430
+963
+7% +$59.1K 0.11% 145
2025
Q2 		$869K Buy
14,467
+673
+5% +$38.5K 0.1% 160
2025
Q1 		$779K Buy
13,794
+1,106
+9% +$64.6K 0.1% 175
2024
Q4 		$727K Sell
12,688
-306
-2% -$17.7K 0.09% 184
2024
Q3 		$735K Buy
12,994
+910
+8% +$49.4K 0.1% 188
2024
Q2 		$640K Buy
12,084
+854
+8% +$44.2K 0.09% 186
2024
Q1 		$594K Buy
+11,230
New +$567K 0.1% 187
2023
Q4 		– Sell
-9,837
Closed -$426K – 353
2023
Q3 		$426K Buy
9,837
+29
+0.3% +$1.29K 0.1% 211
2023
Q2 		$434K Buy
9,808
+28
+0.3% +$1.18K 0.11% 212
2023
Q1 		$403K Buy
9,780
+1,030
+12% +$41.4K 0.11% 199
2022
Q4 		$339K Sell
8,750
-26,216
-75% -$1.01M 0.1% 197
2022
Q3 		$1.23M Buy
34,966
+4,230
+14% +$163K 0.44% 58
2022
Q2 		$1.15M Sell
30,736
-11,046
-26% -$439K 0.42% 61
2022
Q1 		$1.79M Buy
41,782
+16,828
+67% +$710K 0.68% 34
2021
Q4 		$1.14M Buy
+24,954
New +$1.09M 0.43% 57

Other funds holding JQUA

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Cooper Financial Group's JQUA Position: Q3 2026 in Review

Cooper Financial Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.04% in Q3 2026, buying an estimated $441 and bringing the position to 15,464 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #155.

Cooper Financial Group first reported a position in JQUA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q1 2022. 28 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • Cooper Financial Group held 15,464 shares of JPMorgan US Quality Factor ETF worth $1.14M as of Q3 2026.
  • Cooper Financial Group bought 6 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $441.
  • JPMorgan US Quality Factor ETF made up 0.09% of Cooper Financial Group's portfolio in Q3 2026, its #155 holding.
  • Cooper Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Cooper Financial Group's JPMorgan US Quality Factor ETF position peaked at $1.79M in Q1 2022.
  • 28 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.