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Independent Financial Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Independent Financial 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 		$3.53M Sell
48,790
-122,061
-71% -$8.3M 0.07% 307
2026
Q1 		$10.5M Buy
170,851
+5,232
+3% +$332K 0.24% 81
2025
Q4 		$10.5M Sell
165,619
-29,922
-15% -$1.88M 0.23% 77
2025
Q3 		$12.3M Buy
195,541
+45,265
+30% +$2.78M 0.3% 56
2025
Q2 		$9.02M Buy
150,276
+101,554
+208% +$5.8M 0.25% 68
2025
Q1 		$2.75M Buy
48,722
+11,437
+31% +$668K 0.09% 215
2024
Q4 		$2.14M Buy
37,285
+18,075
+94% +$1.05M 0.07% 282
2024
Q3 		$1.09M Buy
19,210
+4,795
+33% +$260K 0.04% 419
2024
Q2 		$763K Buy
14,415
+8,742
+154% +$452K 0.03% 473
2024
Q1 		$300K Buy
5,673
+862
+18% +$43.5K 0.01% 780
2023
Q4 		$230K Sell
4,811
-741
-13% -$33.3K 0.01% 840
2023
Q3 		$240K Sell
5,552
-471
-8% -$21K 0.02% 763
2023
Q2 		$267K Buy
+6,023
New +$253K 0.02% 689

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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Independent Financial Group's JQUA Position: Q2 2026 in Review

Independent Financial Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 71% in Q2 2026, selling an estimated $8.3M and leaving 48,790 shares worth $3.53M. The position accounts for 0.07% of the portfolio, ranked #307.

Independent Financial Group first reported a position in JQUA in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.3M in Q3 2025. 459 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Independent Financial Group held 48,790 shares of JPMorgan US Quality Factor ETF worth $3.53M as of Q2 2026.
  • Independent Financial Group sold 122,061 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $8.3M.
  • JPMorgan US Quality Factor ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #307 holding.
  • Independent Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • Independent Financial Group's JPMorgan US Quality Factor ETF position peaked at $12.3M in Q3 2025.
  • 459 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.