Keyvantage Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Keyvantage Wealth’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	–	Sell	-5,471	Closed	-$335K	–	101
2026 Q1	$335K	Sell	5,471 -2,508	-31%	-$159K	0.15%	73
2025 Q4	$504K	Sell	7,979 -530	-6%	-$33.3K	0.22%	61
2025 Q3	$535K	Sell	8,509 -2	-0%	-$123	0.22%	58
2025 Q2	$511K	Buy	8,511 +11	+0.1%	+$629	0.23%	58
2025 Q1	$480K	Buy	8,500 +1	+0%	+$58	0.23%	58
2024 Q4	$487K	Buy	+8,499	New	+$493K	0.35%	53

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

Keyvantage Wealth's JQUA Position: Q2 2026 in Review

Keyvantage Wealth sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2026, closing a stake of 5,471 shares — an estimated $335K sold.

Keyvantage Wealth first reported a position in JQUA in Q4 2024 and held it in 6 quarters. The position peaked at $535K in Q3 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Keyvantage Wealth reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Keyvantage Wealth sold 5,471 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $335K.
Keyvantage Wealth first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and held it in 6 quarters.
Keyvantage Wealth's JPMorgan US Quality Factor ETF position peaked at $535K in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.