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Heritage Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Heritage Wealth Advisors’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 		$9.38K Hold
153
– – ﹤0.01% 524
2025
Q4 		$9.67K Hold
153
– – ﹤0.01% 455
2025
Q3 		$9.63K Buy
+153
New +$9.39K ﹤0.01% 431
2024
Q2 		– Sell
-7,926
Closed -$419K – 525
2024
Q1 		$419K Buy
+7,926
New +$400K 0.02% 156

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

Heritage Wealth Advisors's JQUA Position: Q1 2026 in Review

Heritage Wealth Advisors held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q1 2026 at 153 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Heritage Wealth Advisors first reported a position in JQUA in Q1 2024 and has held it in 4 quarters since. The position peaked at $419K in Q1 2024. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Heritage Wealth Advisors held 153 shares of JPMorgan US Quality Factor ETF worth $9.38K as of Q1 2026.
  • Heritage Wealth Advisors left its JPMorgan US Quality Factor ETF share count unchanged in Q1 2026.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #524 holding.
  • Heritage Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $419K in Q1 2024.
  • 457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.