Dynamic Advisor Solutions’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Dynamic Advisor Solutions’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	$26.1M	Buy	353,000 +4,653	+1%	+$342K	0.74%	28
2026 Q2	$25.2M	Buy	348,347 +24,381	+8%	+$1.66M	0.71%	30
2026 Q1	$19.9M	Buy	323,966 +10,565	+3%	+$671K	0.63%	34
2025 Q4	$19.8M	Buy	313,401 +131,103	+72%	+$8.23M	0.64%	32
2025 Q3	$11.5M	Sell	182,298 -4,188	-2%	-$257K	0.33%	69
2025 Q2	$11.2M	Buy	186,486 +3,680	+2%	+$210K	0.35%	69
2025 Q1	$10.3M	Buy	182,806 +12,917	+8%	+$754K	0.34%	72
2024 Q4	$9.7M	Buy	169,889 +21,126	+14%	+$1.22M	0.42%	55
2024 Q3	$8.42M	Buy	148,763 +17,764	+14%	+$964K	0.25%	93
2024 Q2	$6.94M	Buy	130,999 +17,950	+16%	+$929K	0.22%	110
2024 Q1	$5.98M	Buy	113,049 +14,021	+14%	+$708K	0.2%	134
2023 Q4	$4.67M	Buy	99,028 +58,404	+144%	+$2.62M	0.17%	165
2023 Q3	$1.76M	Buy	40,624 +10,783	+36%	+$481K	0.08%	257
2023 Q2	$1.32M	Buy	29,841 +8,839	+42%	+$372K	0.07%	284
2023 Q1	$866K	Buy	+21,002	New	+$843K	0.05%	346

Other funds holding JQUA

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

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

Dynamic Advisor Solutions's JQUA Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan US Quality Factor ETF (JQUA) stake by 1.3% in Q3 2026, buying an estimated $342K and bringing the position to 353,000 shares worth $26.1M. The position accounts for 0.74% of the portfolio, ranked #28.

Dynamic Advisor Solutions first reported a position in JQUA in Q1 2023 and has held it in 15 quarters since. 96 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

Dynamic Advisor Solutions held 353,000 shares of JPMorgan US Quality Factor ETF worth $26.1M as of Q3 2026.
Dynamic Advisor Solutions bought 4,653 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $342K.
JPMorgan US Quality Factor ETF made up 0.74% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #28 holding.
Dynamic Advisor Solutions first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and has held it in 15 quarters since.
96 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.