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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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Harbor Asset Planning's JQUA Position: Q1 2026 in Review

Harbor Asset Planning increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.26% in Q1 2026, buying an estimated $381 and bringing the position to 2,290 shares worth $140K. 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 4 quarters since. The position peaked at $144K in Q4 2025. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Harbor Asset Planning held 2,290 shares of JPMorgan US Quality Factor ETF worth $140K as of Q1 2026.
  • Harbor Asset Planning bought 6 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $381.
  • JPMorgan US Quality Factor ETF made up 0.12% of Harbor Asset Planning's portfolio in Q1 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 4 quarters since.
  • Harbor Asset Planning's JPMorgan US Quality Factor ETF position peaked at $144K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.