Keystone Financial Group (Kentucky)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Keystone Financial Group (Kentucky)’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	$3.88M	Sell	53,620 -142,673	-73%	-$9.7M	0.23%	79
2026 Q1	$12M	Buy	196,293 +9,255	+5%	+$587K	0.82%	25
2025 Q4	$11.8M	Sell	187,038 -118,605	-39%	-$7.45M	0.87%	27
2025 Q3	$19.2M	Sell	305,643 -18,685	-6%	-$1.15M	1.47%	17
2025 Q2	$19.5M	Buy	324,328 +197	+0.1%	+$11.3K	1.76%	14
2025 Q1	$18.3M	Buy	324,131 +24,938	+8%	+$1.46M	1.86%	12
2024 Q4	$17.1M	Buy	299,193 +20,765	+7%	+$1.2M	1.69%	15
2024 Q3	$15.8M	Buy	+278,428	New	+$15.1M	2.02%	10
2024 Q2	–	Sell	-246,564	Closed	-$13M	–	239
2024 Q1	$13M	Buy	246,564 +12,237	+5%	+$618K	1.9%	10
2023 Q4	$11.2M	Buy	234,327 +27,089	+13%	+$1.22M	1.95%	9
2023 Q3	$8.97M	Buy	207,238 +173,098	+507%	+$7.72M	1.5%	16
2023 Q2	$1.51M	Buy	+34,140	New	+$1.44M	0.26%	72

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

Keystone Financial Group (Kentucky)'s JQUA Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 73% in Q2 2026, selling an estimated $9.7M and leaving 53,620 shares worth $3.88M. The position accounts for 0.23% of the portfolio, ranked #79.

Keystone Financial Group (Kentucky) first reported a position in JQUA in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.5M in Q2 2025. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Keystone Financial Group (Kentucky) held 53,620 shares of JPMorgan US Quality Factor ETF worth $3.88M as of Q2 2026.
Keystone Financial Group (Kentucky) sold 142,673 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $9.7M.
JPMorgan US Quality Factor ETF made up 0.23% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #79 holding.
Keystone Financial Group (Kentucky) first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 12 quarters since.
Keystone Financial Group (Kentucky)'s JPMorgan US Quality Factor ETF position peaked at $19.5M in Q2 2025.
476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.