LPL Financial
JQUA icon

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

LPL Financial’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 		$254M Sell
3,519,434
-513,525
-13% -$34.9M 0.06% 333
2026
Q1 		$247M Sell
4,032,959
-648,460
-14% -$41.2M 0.07% 292
2025
Q4 		$296M Sell
4,681,419
-517,012
-10% -$32.5M 0.08% 227
2025
Q3 		$327M Buy
5,198,431
+608,974
+13% +$37.4M 0.1% 197
2025
Q2 		$276M Buy
4,589,457
+201,298
+5% +$11.5M 0.09% 209
2025
Q1 		$248M Buy
4,388,159
+661,733
+18% +$38.7M 0.1% 202
2024
Q4 		$213M Buy
3,726,426
+187,110
+5% +$10.8M 0.09% 204
2024
Q3 		$200M Buy
3,539,316
+510,409
+17% +$27.7M 0.09% 199
2024
Q2 		$160M Buy
3,028,907
+437,404
+17% +$22.6M 0.08% 223
2024
Q1 		$137M Buy
2,591,503
+770,442
+42% +$38.9M 0.07% 240
2023
Q4 		$87.2M Buy
1,821,061
+451,979
+33% +$20.3M 0.05% 323
2023
Q3 		$59.2M Buy
1,369,082
+91,012
+7% +$4.06M 0.04% 407
2023
Q2 		$56.6M Buy
1,278,070
+510,549
+67% +$21.5M 0.04% 400
2023
Q1 		$31.6M Buy
767,521
+523,476
+214% +$21M 0.02% 559
2022
Q4 		$9.46M Buy
244,045
+48,589
+25% +$1.86M 0.01% 1051
2022
Q3 		$6.85M Buy
195,456
+34,119
+21% +$1.32M 0.01% 1160
2022
Q2 		$6.01M Buy
161,337
+18,603
+13% +$739K 0.01% 1268
2022
Q1 		$6.12M Buy
142,734
+45,860
+47% +$1.93M 0.01% 1310
2021
Q4 		$4.41M Sell
96,874
-463
-0.5% -$20.2K ﹤0.01% 1534
2021
Q3 		$3.98M Buy
97,337
+8,291
+9% +$350K ﹤0.01% 1545
2021
Q2 		$3.64M Buy
89,046
+981
+1% +$38.9K ﹤0.01% 1562
2021
Q1 		$3.32M Buy
88,065
+8,855
+11% +$324K ﹤0.01% 1503
2020
Q4 		$2.84M Buy
79,210
+9,794
+14% +$335K ﹤0.01% 1448
2020
Q3 		$2.25M Buy
69,416
+26,778
+63% +$862K ﹤0.01% 1386
2020
Q2 		$1.3M Buy
42,638
+26,687
+167% +$772K ﹤0.01% 1636
2020
Q1 		$407K Buy
+15,951
New +$476K ﹤0.01% 2234
2019
Q2 		– Sell
-8,122
Closed -$229K – 3311
2019
Q1 		$229K Hold
8,122
– – ﹤0.01% 2845
2018
Q4 		$201K Buy
+8,122
New +$213K ﹤0.01% 2806

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

LPL Financial's JQUA Position: Q2 2026 in Review

LPL Financial reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 13% in Q2 2026, selling an estimated $34.9M and leaving 3,519,434 shares worth $254M. The position accounts for 0.06% of the portfolio, ranked #333.

LPL Financial first reported a position in JQUA in Q4 2018 and has held it in 28 quarters since. The position peaked at $327M in Q3 2025. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • LPL Financial held 3,519,434 shares of JPMorgan US Quality Factor ETF worth $254M as of Q2 2026.
  • LPL Financial sold 513,525 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $34.9M.
  • JPMorgan US Quality Factor ETF made up 0.06% of LPL Financial's portfolio in Q2 2026, its #333 holding.
  • LPL Financial first reported a position in JPMorgan US Quality Factor ETF in Q4 2018 and has held it in 28 quarters since.
  • LPL Financial's JPMorgan US Quality Factor ETF position peaked at $327M in Q3 2025.
  • 476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.