McKinley Carter Wealth Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

McKinley Carter Wealth Services’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	$398K	Buy	+5,500	New	+$374K	0.02%	251

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

McKinley Carter Wealth Services's JQUA Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 5,500 shares worth $398K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings.

475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

McKinley Carter Wealth Services held 5,500 shares of JPMorgan US Quality Factor ETF worth $398K as of Q2 2026.
JPMorgan US Quality Factor ETF was a new McKinley Carter Wealth Services position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #251 holding.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.