Creative Planning
JQUA icon

Creative Planning’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Creative Planning’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 		$5.59M Sell
77,291
-429
-0.6% -$29.2K ﹤0.01% 1322
2026
Q1 		$4.77M Sell
77,720
-2,435
-3% -$155K ﹤0.01% 1239
2025
Q4 		$5.06M Sell
80,155
-492
-0.6% -$30.9K ﹤0.01% 996
2025
Q3 		$5.07M Sell
80,647
-1,823
-2% -$112K ﹤0.01% 876
2025
Q2 		$4.95M Sell
82,470
-3,988
-5% -$228K ﹤0.01% 764
2025
Q1 		$4.88M Buy
86,458
+25,543
+42% +$1.49M ﹤0.01% 716
2024
Q4 		$3.49M Buy
+60,915
New +$3.53M ﹤0.01% 821

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

Creative Planning's JQUA Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.55% in Q2 2026, selling an estimated $29.2K and leaving 77,291 shares worth $5.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Creative Planning first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Creative Planning held 77,291 shares of JPMorgan US Quality Factor ETF worth $5.59M as of Q2 2026.
  • Creative Planning sold 429 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $29.2K.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1322 holding.
  • Creative Planning first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.