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

Kerr Financial 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
Q2 		$360K Sell
4,982
-3,200
-39% -$218K 0.4% 60
2026
Q1 		$536K Hold
8,182
– – 0.38% 35
2025
Q4 		$516K Sell
8,182
-793
-9% -$49.8K 0.7% 31
2025
Q3 		$557K Buy
+8,975
New +$551K 0.78% 24

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
Bank of America
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

Kerr Financial Planning's JQUA Position: Q2 2026 in Review

Kerr Financial Planning reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 39% in Q2 2026, selling an estimated $218K and leaving 4,982 shares worth $360K. The position accounts for 0.4% of the portfolio, ranked #60.

Kerr Financial Planning first reported a position in JQUA in Q3 2025 and has held it in 4 quarters since. The position peaked at $557K in Q3 2025. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Kerr Financial Planning held 4,982 shares of JPMorgan US Quality Factor ETF worth $360K as of Q2 2026.
  • Kerr Financial Planning sold 3,200 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $218K.
  • JPMorgan US Quality Factor ETF made up 0.4% of Kerr Financial Planning's portfolio in Q2 2026, its #60 holding.
  • Kerr Financial Planning first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's JPMorgan US Quality Factor ETF position peaked at $557K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.