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

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

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. 478 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.
478 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.