Ellevest Inc’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Ellevest Inc’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	$276K	Hold	3,813	–	–	0.03%	378
2026 Q1	$234K	Hold	3,813	–	–	0.03%	382
2025 Q4	$241K	Hold	3,813	–	–	0.03%	371
2025 Q3	$240K	Hold	3,813	–	–	0.03%	379
2025 Q2	$229K	Buy	+3,813	New	+$218K	0.04%	348

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

Ellevest Inc's JQUA Position: Q2 2026 in Review

Ellevest Inc held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 3,813 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #378.

Ellevest Inc first reported a position in JQUA in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Ellevest Inc held 3,813 shares of JPMorgan US Quality Factor ETF worth $276K as of Q2 2026.
Ellevest Inc left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #378 holding.
Ellevest Inc first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.