HSG
JQUA icon

Helen Stephens Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Helen Stephens 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 		$1.8M Sell
24,936
-216
-0.9% -$14.7K 0.31% 35
2026
Q1 		$1.54M Buy
25,152
+11,243
+81% +$714K 0.31% 37
2025
Q4 		$879K Buy
13,909
+5
+0% +$314 0.18% 51
2025
Q3 		$875K Hold
13,904
– – 0.19% 50
2025
Q2 		$835K Buy
+13,904
New +$795K 0.21% 44

Other funds holding JQUA

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Helen Stephens Group's JQUA Position: Q2 2026 in Review

Helen Stephens Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.86% in Q2 2026, selling an estimated $14.7K and leaving 24,936 shares worth $1.8M. The position accounts for 0.31% of the portfolio, ranked #35.

Helen Stephens Group first reported a position in JQUA in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Helen Stephens Group held 24,936 shares of JPMorgan US Quality Factor ETF worth $1.8M as of Q2 2026.
  • Helen Stephens Group sold 216 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $14.7K.
  • JPMorgan US Quality Factor ETF made up 0.31% of Helen Stephens Group's portfolio in Q2 2026, its #35 holding.
  • Helen Stephens Group first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.