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Fiduciary Alliance’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Fiduciary Alliance’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 		$3.96M Buy
54,787
+78
+0.1% +$5.3K 0.27% 95
2026
Q1 		$3.53M Buy
54,709
+186
+0.3% +$11.8K 0.21% 121
2025
Q4 		$3.44M Sell
54,523
-1,719
-3% -$108K 0.23% 109
2025
Q3 		$3.54M Sell
56,242
-2,868
-5% -$176K 0.24% 96
2025
Q2 		$3.55M Buy
59,110
+4,119
+7% +$235K 0.26% 89
2025
Q1 		$3.11M Buy
54,991
+7,189
+15% +$420K 0.31% 77
2024
Q4 		$2.74M Buy
+47,802
New +$2.77M 0.28% 87

Other funds holding JQUA

LI
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Fiduciary Alliance's JQUA Position: Q2 2026 in Review

Fiduciary Alliance increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.14% in Q2 2026, buying an estimated $5.3K and bringing the position to 54,787 shares worth $3.96M. The position accounts for 0.27% of the portfolio, ranked #95.

Fiduciary Alliance first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Fiduciary Alliance held 54,787 shares of JPMorgan US Quality Factor ETF worth $3.96M as of Q2 2026.
  • Fiduciary Alliance bought 78 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $5.3K.
  • JPMorgan US Quality Factor ETF made up 0.27% of Fiduciary Alliance's portfolio in Q2 2026, its #95 holding.
  • Fiduciary Alliance first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.