Goldstone Financial Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Goldstone Financial Group’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	$40.2M	Sell	556,388 -24,030	-4%	-$1.63M	3.68%	3
2026 Q1	$35.6M	Buy	580,418 +51,982	+10%	+$3.3M	3.86%	4
2025 Q4	$33.4M	Buy	528,436 +23,070	+5%	+$1.45M	3.72%	5
2025 Q3	$31.8M	Buy	505,366 +27,163	+6%	+$1.67M	3.76%	5
2025 Q2	$29.1M	Buy	478,203 +21,517	+5%	+$1.23M	3.84%	5
2025 Q1	$25.8M	Buy	456,686 +23,741	+5%	+$1.39M	3.9%	5
2024 Q4	$24.8M	Buy	432,945 +21,944	+5%	+$1.27M	3.89%	4
2024 Q3	$23.3M	Buy	411,001 +30,977	+8%	+$1.68M	4.05%	4
2024 Q2	$20.1M	Buy	380,024 +18,561	+5%	+$961K	4.04%	4
2024 Q1	$19.1M	Buy	361,463 +18,056	+5%	+$912K	4.39%	3
2023 Q4	$16.4M	Buy	343,407 +48,020	+16%	+$2.16M	4.24%	3
2023 Q3	$12.8M	Buy	295,387 +3,492	+1%	+$156K	3.79%	3
2023 Q2	$12.9M	Buy	+291,895	New	+$12.3M	3.8%	3

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

Goldstone Financial Group's JQUA Position: Q2 2026 in Review

Goldstone Financial Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 4.1% in Q2 2026, selling an estimated $1.63M and leaving 556,388 shares worth $40.2M. The position accounts for 3.68% of the portfolio, ranked #3.

Goldstone Financial Group first reported a position in JQUA in Q2 2023 and has held it in 13 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Goldstone Financial Group held 556,388 shares of JPMorgan US Quality Factor ETF worth $40.2M as of Q2 2026.
Goldstone Financial Group sold 24,030 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $1.63M.
JPMorgan US Quality Factor ETF made up 3.68% of Goldstone Financial Group's portfolio in Q2 2026, its #3 holding.
Goldstone Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.