Diversify Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Diversify Advisory Services’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	$2.37M	Buy	+32,971	New	+$2.24M	0.04%	351
2026 Q1	–	Sell	-37,358	Closed	-$2.4M	–	572
2025 Q4	$2.4M	Buy	37,358 +22,802	+157%	+$1.43M	0.08%	200
2025 Q3	$910K	Sell	14,556 -145	-1%	-$8.9K	0.03%	389
2025 Q2	$901K	Sell	14,701 -4,474	-23%	-$256K	0.03%	355
2025 Q1	$1.07M	Buy	19,175 +11,453	+148%	+$669K	0.07%	203
2024 Q4	$438K	Sell	7,722 -6,446	-45%	-$374K	0.02%	386
2024 Q3	$808K	Sell	14,168 -309	-2%	-$16.8K	0.04%	289
2024 Q2	$770K	Sell	14,477 -1,318	-8%	-$68.2K	0.04%	293
2024 Q1	$832K	Buy	+15,795	New	+$798K	0.05%	299

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

Diversify Advisory Services's JQUA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 32,971 shares worth $2.37M. The stake represents 0.04% of the portfolio and ranks #351 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JQUA as recently as Q4 2025.

Diversify Advisory Services first reported a position in JQUA in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.4M in Q4 2025. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Diversify Advisory Services held 32,971 shares of JPMorgan US Quality Factor ETF worth $2.37M as of Q2 2026.
JPMorgan US Quality Factor ETF was a new Diversify Advisory Services position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #351 holding.
Diversify Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's JPMorgan US Quality Factor ETF position peaked at $2.4M in Q4 2025.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.