Ehrlich Financial Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Ehrlich 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	$695K	Sell	9,613 -45,779	-83%	-$3.11M	0.36%	65
2026 Q1	$3.4M	Buy	55,392 +2,546	+5%	+$162K	1.95%	13
2025 Q4	$3.34M	Sell	52,846 -66,144	-56%	-$4.15M	1.9%	14
2025 Q3	$7.49M	Buy	118,990 +2,480	+2%	+$152K	4.44%	4
2025 Q2	$7M	Buy	116,510 +3,957	+4%	+$226K	4.53%	4
2025 Q1	$6.36M	Buy	112,553 +7,620	+7%	+$445K	4.63%	5
2024 Q4	$6.01M	Buy	104,933 +95,826	+1,052%	+$5.55M	4.27%	5
2024 Q3	$515K	Buy	+9,107	New	+$494K	0.37%	54

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

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

Ehrlich Financial Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 83% in Q2 2026, selling an estimated $3.11M and leaving 9,613 shares worth $695K. The position accounts for 0.36% of the portfolio, ranked #65.

Ehrlich Financial Group first reported a position in JQUA in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.49M in Q3 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Ehrlich Financial Group held 9,613 shares of JPMorgan US Quality Factor ETF worth $695K as of Q2 2026.
Ehrlich Financial Group sold 45,779 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $3.11M.
JPMorgan US Quality Factor ETF made up 0.36% of Ehrlich Financial Group's portfolio in Q2 2026, its #65 holding.
Ehrlich Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
Ehrlich Financial Group's JPMorgan US Quality Factor ETF position peaked at $7.49M in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.