Intellus Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Intellus Advisors’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	$41.2M	Sell	570,632 -6,060	-1%	-$412K	5.01%	6
2026 Q1	$35.4M	Sell	576,692 -142,394	-20%	-$9.04M	4.83%	6
2025 Q4	$45.4M	Buy	719,086 +23,932	+3%	+$1.5M	6.03%	5
2025 Q3	$43.7M	Buy	695,154 +171,829	+33%	+$10.5M	5.98%	4
2025 Q2	$31.4M	Buy	523,325 +337,229	+181%	+$19.3M	4.68%	6
2025 Q1	$10.5M	Buy	+186,096	New	+$10.9M	1.84%	21

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

Intellus Advisors's JQUA Position: Q2 2026 in Review

Intellus Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 1.1% in Q2 2026, selling an estimated $412K and leaving 570,632 shares worth $41.2M. The position accounts for 5.01% of the portfolio, ranked #6.

Intellus Advisors first reported a position in JQUA in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.4M in Q4 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Intellus Advisors held 570,632 shares of JPMorgan US Quality Factor ETF worth $41.2M as of Q2 2026.
Intellus Advisors sold 6,060 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $412K.
JPMorgan US Quality Factor ETF made up 5.01% of Intellus Advisors's portfolio in Q2 2026, its #6 holding.
Intellus Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
Intellus Advisors's JPMorgan US Quality Factor ETF position peaked at $45.4M in Q4 2025.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.