Cornerstone Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Cornerstone Wealth Management’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	$18.6M	Buy	257,203 +49,076	+24%	+$3.34M	0.8%	23
2026 Q1	$12.8M	Buy	208,127 +36,708	+21%	+$2.33M	0.64%	32
2025 Q4	$10.8M	Buy	171,419 +22,344	+15%	+$1.4M	0.56%	41
2025 Q3	$9.38M	Buy	149,075 +5,525	+4%	+$339K	0.52%	44
2025 Q2	$8.62M	Buy	143,550 +17,901	+14%	+$1.02M	0.52%	44
2025 Q1	$7.1M	Buy	125,649 +7,201	+6%	+$421K	0.48%	49
2024 Q4	$6.78M	Buy	118,448 +13,909	+13%	+$806K	0.46%	53
2024 Q3	$5.91M	Buy	104,539 +5,930	+6%	+$322K	0.42%	57
2024 Q2	$5.22M	Buy	98,609 +6,160	+7%	+$319K	0.4%	56
2024 Q1	$4.89M	Buy	92,449 +3,928	+4%	+$198K	0.4%	62
2023 Q4	$4.24M	Buy	88,521 +9,628	+12%	+$432K	0.36%	64
2023 Q3	$3.41M	Buy	78,893 +7,104	+10%	+$317K	0.32%	74
2023 Q2	$3.18M	Buy	71,789 +17,226	+32%	+$725K	0.28%	82
2023 Q1	$2.25M	Buy	+54,563	New	+$2.19M	0.22%	104
2022 Q3	$2.31M	Buy	65,838 +8,189	+14%	+$316K	0.26%	89
2022 Q2	$2.15M	Buy	57,649 +9,463	+20%	+$376K	0.24%	86
2022 Q1	$2.07M	Buy	+48,186	New	+$2.03M	0.2%	103

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

Cornerstone Wealth Management's JQUA Position: Q2 2026 in Review

Cornerstone Wealth Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 24% in Q2 2026, buying an estimated $3.34M and bringing the position to 257,203 shares worth $18.6M. The position accounts for 0.8% of the portfolio, ranked #23.

Cornerstone Wealth Management first reported a position in JQUA in Q1 2022 and has held it in 17 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Cornerstone Wealth Management held 257,203 shares of JPMorgan US Quality Factor ETF worth $18.6M as of Q2 2026.
Cornerstone Wealth Management bought 49,076 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $3.34M.
JPMorgan US Quality Factor ETF made up 0.8% of Cornerstone Wealth Management's portfolio in Q2 2026, its #23 holding.
Cornerstone Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2022 and has held it in 17 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.