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

Herold 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
Q2 		$832K Sell
11,522
-5,896
-34% -$401K 0.16% 137
2026
Q1 		$1.07M Sell
17,418
-1,177
-6% -$74.7K 0.23% 103
2025
Q4 		$1.17M Sell
18,595
-3,735
-17% -$235K 0.26% 96
2025
Q3 		$1.4M Sell
22,330
-4,949
-18% -$304K 0.33% 82
2025
Q2 		$1.64M Buy
27,279
+91
+0.3% +$5.2K 0.34% 81
2025
Q1 		$1.54M Sell
27,188
-1,470
-5% -$85.9K 0.34% 86
2024
Q4 		$1.64M Buy
28,658
+646
+2% +$37.4K 0.36% 76
2024
Q3 		$1.58M Buy
28,012
+466
+2% +$25.3K 0.34% 81
2024
Q2 		$1.46M Buy
27,546
+1,075
+4% +$55.6K 0.34% 80
2024
Q1 		$1.4M Sell
26,471
-2,733
-9% -$138K 0.34% 83
2023
Q4 		$1.4M Buy
29,204
+1,003
+4% +$45K 0.39% 75
2023
Q3 		$1.22M Buy
28,201
+2,334
+9% +$104K 0.37% 78
2023
Q2 		$1.15M Buy
25,867
+15,747
+156% +$663K 0.35% 84
2023
Q1 		$417K Buy
10,120
+4,149
+69% +$167K 0.14% 156
2022
Q4 		$231K Buy
+5,971
New +$229K 0.1% 187

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Herold Advisors's JQUA Position: Q2 2026 in Review

Herold Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 34% in Q2 2026, selling an estimated $401K and leaving 11,522 shares worth $832K. The position accounts for 0.16% of the portfolio, ranked #137.

Herold Advisors first reported a position in JQUA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q4 2024. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Herold Advisors held 11,522 shares of JPMorgan US Quality Factor ETF worth $832K as of Q2 2026.
  • Herold Advisors sold 5,896 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $401K.
  • JPMorgan US Quality Factor ETF made up 0.16% of Herold Advisors's portfolio in Q2 2026, its #137 holding.
  • Herold Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Herold Advisors's JPMorgan US Quality Factor ETF position peaked at $1.64M in Q4 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.