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

Heritage Wealth Architects’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 		$1.08M Sell
14,994
-120
-0.8% -$8.16K 0.43% 31
2026
Q1 		$1.01M Sell
15,114
-482
-3% -$30.6K 0.42% 32
2025
Q4 		$1M Sell
15,596
-336
-2% -$21.1K 0.47% 30
2025
Q3 		$1M Sell
15,932
-251
-2% -$15.4K 0.62% 27
2025
Q2 		$972K Buy
16,183
+535
+3% +$30.6K 0.72% 26
2025
Q1 		$884K Buy
+15,648
New +$914K 0.86% 20

Other funds holding JQUA

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Heritage Wealth Architects's JQUA Position: Q2 2026 in Review

Heritage Wealth Architects reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.79% in Q2 2026, selling an estimated $8.16K and leaving 14,994 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #31.

Heritage Wealth Architects first reported a position in JQUA in Q1 2025 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Heritage Wealth Architects held 14,994 shares of JPMorgan US Quality Factor ETF worth $1.08M as of Q2 2026.
  • Heritage Wealth Architects sold 120 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $8.16K.
  • JPMorgan US Quality Factor ETF made up 0.43% of Heritage Wealth Architects's portfolio in Q2 2026, its #31 holding.
  • Heritage Wealth Architects first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 113 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.