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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
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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Cooper Financial Group's JQUA Position: Q2 2026 in Review

Cooper Financial Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 4.6% in Q2 2026, selling an estimated $50.6K and leaving 15,458 shares worth $1.12M. 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 18 quarters since. The position peaked at $1.79M in Q1 2022. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Cooper Financial Group held 15,458 shares of JPMorgan US Quality Factor ETF worth $1.12M as of Q2 2026.
  • Cooper Financial Group sold 744 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $50.6K.
  • JPMorgan US Quality Factor ETF made up 0.09% of Cooper Financial Group's portfolio in Q2 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 18 quarters since.
  • Cooper Financial Group's JPMorgan US Quality Factor ETF position peaked at $1.79M in Q1 2022.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.