Foundations Investment Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Foundations Investment 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	$4.79M	Sell	66,275 -11,265	-15%	-$766K	0.05%	256
2026 Q1	$4.75M	Buy	77,540 +37,663	+94%	+$2.39M	0.06%	230
2025 Q4	$2.52M	Buy	39,877 +9,776	+32%	+$614K	0.03%	314
2025 Q3	$1.89M	Buy	30,101 +6,744	+29%	+$414K	0.03%	321
2025 Q2	$1.4M	Sell	23,357 -272	-1%	-$15.5K	0.02%	357
2025 Q1	$1.33M	Buy	23,629 +7,804	+49%	+$456K	0.02%	353
2024 Q4	$906K	Buy	15,825 +2,321	+17%	+$135K	0.02%	424
2024 Q3	$764K	Buy	+13,504	New	+$733K	0.02%	415

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

Foundations Investment Advisors's JQUA Position: Q2 2026 in Review

Foundations Investment Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 15% in Q2 2026, selling an estimated $766K and leaving 66,275 shares worth $4.79M. The position accounts for 0.05% of the portfolio, ranked #256.

Foundations Investment Advisors first reported a position in JQUA in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Foundations Investment Advisors held 66,275 shares of JPMorgan US Quality Factor ETF worth $4.79M as of Q2 2026.
Foundations Investment Advisors sold 11,265 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $766K.
JPMorgan US Quality Factor ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #256 holding.
Foundations Investment Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.