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MBA Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

MBA Advisors’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 		$9.66M Sell
133,585
-1,768
-1% -$120K 3.25% 11
2026
Q1 		$8.3M Buy
135,353
+2,069
+2% +$131K 3.19% 10
2025
Q4 		$8.42M Buy
133,284
+3,994
+3% +$251K 3.39% 10
2025
Q3 		$8.13M Sell
129,290
-2,516
-2% -$154K 3.47% 9
2025
Q2 		$7.91M Buy
131,806
+2,306
+2% +$132K 3.65% 7
2025
Q1 		$7.31M Buy
129,500
+1,307
+1% +$76.3K 3.62% 8
2024
Q4 		$7.34M Buy
128,193
+1,529
+1% +$88.6K 3.68% 7
2024
Q3 		$7.17M Buy
126,664
+3,278
+3% +$178K 3.44% 7
2024
Q2 		$6.53M Sell
123,386
-3,695
-3% -$191K 3.34% 8
2024
Q1 		$6.72M Buy
127,081
+3,586
+3% +$181K 3.47% 8
2023
Q4 		$5.91M Buy
123,495
+3,197
+3% +$144K 3.29% 8
2023
Q3 		$5.21M Buy
+120,298
New +$5.37M 3.19% 9

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

MBA Advisors's JQUA Position: Q2 2026 in Review

MBA Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 1.3% in Q2 2026, selling an estimated $120K and leaving 133,585 shares worth $9.66M. The position accounts for 3.25% of the portfolio, ranked #11.

MBA Advisors first reported a position in JQUA in Q3 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • MBA Advisors held 133,585 shares of JPMorgan US Quality Factor ETF worth $9.66M as of Q2 2026.
  • MBA Advisors sold 1,768 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $120K.
  • JPMorgan US Quality Factor ETF made up 3.25% of MBA Advisors's portfolio in Q2 2026, its #11 holding.
  • MBA Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.