EP Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

EP Wealth Advisors’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	$74.1M	Buy	1,025,040 +801,315	+358%	+$54.5M	0.28%	56
2026 Q1	$13.7M	Buy	223,725 +81,498	+57%	+$5.17M	0.07%	178
2025 Q4	$8.99M	Buy	+142,227	New	+$8.93M	0.05%	211
2025 Q2	$8.48M	Buy	141,265 +381	+0.3%	+$21.8K	0.06%	203
2025 Q1	$7.96M	Buy	140,884 +3,519	+3%	+$206K	0.06%	172
2024 Q4	$7.87M	Sell	137,365 -3,358	-2%	-$195K	0.06%	169
2024 Q3	$7.96M	Buy	140,723 +138,670	+6,755%	+$7.53M	0.07%	169
2024 Q2	$109K	Buy	+2,053	New	+$106K	﹤0.01%	825

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

EP Wealth Advisors's JQUA Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 358% in Q2 2026, buying an estimated $54.5M and bringing the position to 1,025,040 shares worth $74.1M. The position accounts for 0.28% of the portfolio, ranked #56.

EP Wealth Advisors first reported a position in JQUA in Q2 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

EP Wealth Advisors held 1,025,040 shares of JPMorgan US Quality Factor ETF worth $74.1M as of Q2 2026.
EP Wealth Advisors bought 801,315 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $54.5M.
JPMorgan US Quality Factor ETF made up 0.28% of EP Wealth Advisors's portfolio in Q2 2026, its #56 holding.
EP Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.