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

EverSource 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	$98.3K	Sell	1,360 -1,337	-50%	-$90.9K	﹤0.01%	1396
2026 Q1	$165K	Sell	2,697 -1,915	-42%	-$122K	0.01%	1158
2025 Q4	$291K	Buy	4,612 +3,753	+437%	+$236K	0.01%	774
2025 Q3	$54K	Buy	859 +41	+5%	+$2.52K	﹤0.01%	1658
2025 Q2	$49.1K	Hold	818	–	–	﹤0.01%	1630
2025 Q1	$46.2K	Hold	818	–	–	﹤0.01%	1275
2024 Q4	$46.8K	Hold	818	–	–	﹤0.01%	1219
2024 Q3	$46.3K	Hold	818	–	–	﹤0.01%	1104
2024 Q2	$44.1K	Buy	+818	New	+$42.3K	﹤0.01%	1149

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

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

EverSource Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 50% in Q2 2026, selling an estimated $90.9K and leaving 1,360 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

EverSource Wealth Advisors first reported a position in JQUA in Q2 2024 and has held it in 9 quarters since. The position peaked at $291K in Q4 2025. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

EverSource Wealth Advisors held 1,360 shares of JPMorgan US Quality Factor ETF worth $98.3K as of Q2 2026.
EverSource Wealth Advisors sold 1,337 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $90.9K.
JPMorgan US Quality Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1396 holding.
EverSource Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $291K in Q4 2025.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.