Hershey Financial Advisers’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Hershey Financial Advisers’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	$523K	Sell	7,242 -194	-3%	-$13.2K	0.38%	65
2026 Q1	$456K	Sell	7,436 -9,039	-55%	-$574K	0.39%	67
2025 Q4	$1.04M	Buy	+16,475	New	+$1.03M	0.88%	53
2025 Q3	–	Sell	-17,755	Closed	-$1.07M	–	87
2025 Q2	$1.07M	Buy	+17,755	New	+$1.01M	0.95%	43
2024 Q2	–	Hold	0	–	–	–	156

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Hershey Financial Advisers's JQUA Position: Q2 2026 in Review

Hershey Financial Advisers reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 2.6% in Q2 2026, selling an estimated $13.2K and leaving 7,242 shares worth $523K. The position accounts for 0.38% of the portfolio, ranked #65.

Hershey Financial Advisers first reported a position in JQUA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q2 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Hershey Financial Advisers held 7,242 shares of JPMorgan US Quality Factor ETF worth $523K as of Q2 2026.
Hershey Financial Advisers sold 194 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $13.2K.
JPMorgan US Quality Factor ETF made up 0.38% of Hershey Financial Advisers's portfolio in Q2 2026, its #65 holding.
Hershey Financial Advisers first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
Hershey Financial Advisers's JPMorgan US Quality Factor ETF position peaked at $1.07M in Q2 2025.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.