Gladstone Institutional Advisory’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Gladstone Institutional Advisory’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	$3.23M	Sell	44,632 -375	-0.8%	-$25.5K	0.1%	209
2026 Q1	$2.76M	Buy	45,007 +2,507	+6%	+$159K	0.1%	208
2025 Q4	$2.69M	Buy	42,500 +6,459	+18%	+$406K	0.1%	217
2025 Q3	$2.27M	Buy	36,041 +399	+1%	+$24.5K	0.09%	224
2025 Q2	$2.14M	Buy	35,642 +2,104	+6%	+$120K	0.09%	233
2025 Q1	$1.89M	Buy	33,538 +28,761	+602%	+$1.68M	0.09%	235
2024 Q4	$274K	Buy	+4,777	New	+$277K	0.01%	616

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

Gladstone Institutional Advisory's JQUA Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.83% in Q2 2026, selling an estimated $25.5K and leaving 44,632 shares worth $3.23M. The position accounts for 0.1% of the portfolio, ranked #209.

Gladstone Institutional Advisory first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Gladstone Institutional Advisory held 44,632 shares of JPMorgan US Quality Factor ETF worth $3.23M as of Q2 2026.
Gladstone Institutional Advisory sold 375 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $25.5K.
JPMorgan US Quality Factor ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #209 holding.
Gladstone Institutional Advisory first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.