N.E.W. Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

N.E.W. Advisory 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	$2.59M	Buy	35,865 +2,036	+6%	+$138K	0.17%	68
2026 Q1	$2.07M	Sell	33,829 -110,988	-77%	-$7.04M	0.16%	71
2025 Q4	$9.15M	Buy	144,817 +123,777	+588%	+$7.77M	0.68%	32
2025 Q3	$1.32M	Buy	21,040 +4,602	+28%	+$283K	0.12%	62
2025 Q2	$987K	Sell	16,438 -176,494	-91%	-$10.1M	0.1%	73
2025 Q1	$10.9M	Buy	192,932 +100,851	+110%	+$5.89M	0.83%	32
2024 Q4	$5.27M	Buy	92,081 +28,514	+45%	+$1.65M	0.5%	36
2024 Q3	$3.6M	Buy	63,567 +6,360	+11%	+$345K	0.35%	43
2024 Q2	$3.03M	Buy	57,207 +4,220	+8%	+$218K	0.33%	47
2024 Q1	$2.8M	Buy	52,987 +18,355	+53%	+$927K	0.31%	47
2023 Q4	$1.66M	Buy	+34,632	New	+$1.55M	0.2%	55

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

N.E.W. Advisory Services's JQUA Position: Q2 2026 in Review

N.E.W. Advisory Services increased its JPMorgan US Quality Factor ETF (JQUA) stake by 6% in Q2 2026, buying an estimated $138K and bringing the position to 35,865 shares worth $2.59M. The position accounts for 0.17% of the portfolio, ranked #68.

N.E.W. Advisory Services first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q1 2025. 346 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

N.E.W. Advisory Services held 35,865 shares of JPMorgan US Quality Factor ETF worth $2.59M as of Q2 2026.
N.E.W. Advisory Services bought 2,036 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $138K.
JPMorgan US Quality Factor ETF made up 0.17% of N.E.W. Advisory Services's portfolio in Q2 2026, its #68 holding.
N.E.W. Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
N.E.W. Advisory Services's JPMorgan US Quality Factor ETF position peaked at $10.9M in Q1 2025.
346 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.