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

Investment Planning 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	$327K	Buy	4,525 +6	+0.1%	+$408	0.08%	92
2026 Q1	$277K	Sell	4,519 -3,986	-47%	-$253K	0.08%	89
2025 Q4	$537K	Buy	8,505 +14	+0.2%	+$879	0.16%	58
2025 Q3	$534K	Buy	8,491 +1,667	+24%	+$102K	0.17%	55
2025 Q2	$410K	Buy	+6,824	New	+$390K	0.14%	56
2024 Q4	–	Sell	-8,636	Closed	-$457K	–	64
2024 Q3	$457K	Hold	8,636	–	–	0.23%	48
2024 Q2	$457K	Buy	+8,636	New	+$447K	0.23%	48

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

Investment Planning Advisors's JQUA Position: Q2 2026 in Review

Investment Planning Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.13% in Q2 2026, buying an estimated $408 and bringing the position to 4,525 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #92.

Investment Planning Advisors first reported a position in JQUA in Q2 2024 and has held it in 7 quarters since. The position peaked at $537K in Q4 2025. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Investment Planning Advisors held 4,525 shares of JPMorgan US Quality Factor ETF worth $327K as of Q2 2026.
Investment Planning Advisors bought 6 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $408.
JPMorgan US Quality Factor ETF made up 0.08% of Investment Planning Advisors's portfolio in Q2 2026, its #92 holding.
Investment Planning Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 7 quarters since.
Investment Planning Advisors's JPMorgan US Quality Factor ETF position peaked at $537K in Q4 2025.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.