Envestnet Portfolio Solutions’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Envestnet Portfolio 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 Q2	$1.01M	Sell	14,001 -10,968	-44%	-$746K	﹤0.01%	703
2026 Q1	$1.53M	Sell	24,969 -38,008	-60%	-$2.41M	0.01%	519
2025 Q4	$3.98M	Sell	62,977 -1,857	-3%	-$117K	0.01%	405
2025 Q3	$4.08M	Sell	64,834 -5,055	-7%	-$310K	0.02%	389
2025 Q2	$4.2M	Sell	69,889 -23,024	-25%	-$1.32M	0.02%	400
2025 Q1	$5.25M	Sell	92,913 -10,202	-10%	-$596K	0.02%	352
2024 Q4	$5.91M	Sell	103,115 -62,458	-38%	-$3.62M	0.02%	357
2024 Q3	$9.37M	Sell	165,573 -7,951	-5%	-$432K	0.03%	258
2024 Q2	$9.19M	Sell	173,524 -30,952	-15%	-$1.6M	0.03%	246
2024 Q1	$10.8M	Sell	204,476 -5,373,619	-96%	-$271M	0.04%	217
2023 Q4	$267M	Sell	5,578,095 -1,824,767	-25%	-$81.9M	1.11%	18
2023 Q3	$320M	Buy	+7,402,862	New	+$330M	1.51%	15

Other funds holding JQUA

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions's JQUA Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 44% in Q2 2026, selling an estimated $746K and leaving 14,001 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Envestnet Portfolio Solutions first reported a position in JQUA in Q3 2023 and has held it in 12 quarters since. The position peaked at $320M in Q3 2023. 251 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Envestnet Portfolio Solutions held 14,001 shares of JPMorgan US Quality Factor ETF worth $1.01M as of Q2 2026.
Envestnet Portfolio Solutions sold 10,968 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $746K.
JPMorgan US Quality Factor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #703 holding.
Envestnet Portfolio Solutions first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's JPMorgan US Quality Factor ETF position peaked at $320M in Q3 2023.
251 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.