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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
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

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 $2.78B AUM 23.87% 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

Hershey Financial Advisers's JQUA Position: Q1 2026 in Review

Hershey Financial Advisers reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 55% in Q1 2026, selling an estimated $574K and leaving 7,436 shares worth $456K. The position accounts for 0.39% of the portfolio, ranked #67.

Hershey Financial Advisers first reported a position in JQUA in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q2 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Hershey Financial Advisers held 7,436 shares of JPMorgan US Quality Factor ETF worth $456K as of Q1 2026.
  • Hershey Financial Advisers sold 9,039 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $574K.
  • JPMorgan US Quality Factor ETF made up 0.39% of Hershey Financial Advisers's portfolio in Q1 2026, its #67 holding.
  • Hershey Financial Advisers first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • Hershey Financial Advisers's JPMorgan US Quality Factor ETF position peaked at $1.07M in Q2 2025.
  • 458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.