Harbor Asset Planning’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Harbor Asset Planning’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	$164K	Sell	2,270 -20	-0.9%	-$1.36K	0.12%	114
2026 Q1	$140K	Buy	2,290 +6	+0.3%	+$381	0.12%	114
2025 Q4	$144K	Buy	2,284 +9	+0.4%	+$565	0.12%	111
2025 Q3	$143K	Buy	2,275 +7	+0.3%	+$430	0.13%	109
2025 Q2	$136K	Buy	+2,268	New	+$130K	0.13%	109

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

Harbor Asset Planning's JQUA Position: Q2 2026 in Review

Harbor Asset Planning reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.87% in Q2 2026, selling an estimated $1.36K and leaving 2,270 shares worth $164K. The position accounts for 0.12% of the portfolio, ranked #114.

Harbor Asset Planning first reported a position in JQUA in Q2 2025 and has held it in 5 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Harbor Asset Planning held 2,270 shares of JPMorgan US Quality Factor ETF worth $164K as of Q2 2026.
Harbor Asset Planning sold 20 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $1.36K.
JPMorgan US Quality Factor ETF made up 0.12% of Harbor Asset Planning's portfolio in Q2 2026, its #114 holding.
Harbor Asset Planning first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.