Key Financial Inc’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Key Financial Inc’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	$14.5K	Hold	200	–	–	﹤0.01%	785
2026 Q1	$12.3K	Hold	200	–	–	﹤0.01%	835
2025 Q4	$12.6K	Hold	200	–	–	﹤0.01%	820
2025 Q3	$12.6K	Hold	200	–	–	﹤0.01%	822
2025 Q2	$12K	Buy	+200	New	+$11.4K	﹤0.01%	805
2025 Q1	–	Sell	-82	Closed	-$4.7K	–	1401
2024 Q4	$4.7K	Hold	82	–	–	﹤0.01%	1011
2024 Q3	$4.64K	Buy	82 +24	+41%	+$1.3K	﹤0.01%	992
2024 Q2	$3.07K	Hold	58	–	–	﹤0.01%	1056
2024 Q1	$3.07K	Hold	58	–	–	﹤0.01%	1044
2023 Q4	$2.78K	Hold	58	–	–	﹤0.01%	1057
2023 Q3	$2.51K	Hold	58	–	–	﹤0.01%	1080
2023 Q2	$2.57K	Hold	58	–	–	﹤0.01%	1132
2023 Q1	$2.39K	Buy	+58	New	+$2.33K	﹤0.01%	930

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

Key Financial Inc's JQUA Position: Q2 2026 in Review

Key Financial Inc held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 200 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Key Financial Inc first reported a position in JQUA in Q1 2023 and has held it in 13 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Key Financial Inc held 200 shares of JPMorgan US Quality Factor ETF worth $14.5K as of Q2 2026.
Key Financial Inc left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #785 holding.
Key Financial Inc first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.