Holistic Planning’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Holistic Planning’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 Q3	$226K	Buy	+3,065	New	+$225K	0.03%	323

Other funds holding JQUA

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Holistic Planning's JQUA Position: Q3 2026 in Review

Holistic Planning opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q3 2026: 3,065 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings.

335 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

Holistic Planning held 3,065 shares of JPMorgan US Quality Factor ETF worth $226K as of Q3 2026.
JPMorgan US Quality Factor ETF was a new Holistic Planning position in Q3 2026.
JPMorgan US Quality Factor ETF made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #323 holding.
335 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.