High Net Worth Advisory Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

High Net Worth Advisory Group’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	$901K	Buy	12,468 +31	+0.2%	+$2.11K	0.19%	113
2026 Q1	$763K	Buy	12,437 +32	+0.3%	+$2.03K	0.18%	117
2025 Q4	$784K	Buy	12,405 +2,703	+28%	+$170K	0.18%	112
2025 Q3	$610K	Hold	9,702	–	–	0.15%	123
2025 Q2	$583K	Sell	9,702 -2,393	-20%	-$137K	0.15%	120
2025 Q1	$683K	Buy	12,095 +588	+5%	+$34.3K	0.19%	104
2024 Q4	$659K	Buy	11,507 +2,215	+24%	+$128K	0.18%	108
2024 Q3	$526K	Buy	+9,292	New	+$504K	0.14%	124

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

High Net Worth Advisory Group's JQUA Position: Q2 2026 in Review

High Net Worth Advisory Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.25% in Q2 2026, buying an estimated $2.11K and bringing the position to 12,468 shares worth $901K. The position accounts for 0.19% of the portfolio, ranked #113.

High Net Worth Advisory Group first reported a position in JQUA in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

High Net Worth Advisory Group held 12,468 shares of JPMorgan US Quality Factor ETF worth $901K as of Q2 2026.
High Net Worth Advisory Group bought 31 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $2.11K.
JPMorgan US Quality Factor ETF made up 0.19% of High Net Worth Advisory Group's portfolio in Q2 2026, its #113 holding.
High Net Worth Advisory Group first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.