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

Octavia Wealth 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 		$524K Sell
7,249
-1,228
-14% -$83.5K 0.05% 117
2026
Q1 		$520K Sell
8,477
-341,529
-98% -$21.7M 0.05% 127
2025
Q4 		$22.1M Buy
350,006
+14,342
+4% +$901K 2.11% 13
2025
Q3 		$21.1M Buy
335,664
+11,066
+3% +$679K 2.1% 13
2025
Q2 		$19.5M Buy
324,598
+25,485
+9% +$1.46M 2.22% 13
2025
Q1 		$16.9M Sell
299,113
-134,293
-31% -$7.84M 2.05% 15
2024
Q4 		$24.8M Sell
433,406
-1,186
-0.3% -$68.7K 3.01% 8
2024
Q3 		$24.6M Buy
434,592
+18,111
+4% +$983K 3.03% 8
2024
Q2 		$22.1M Buy
416,481
+14,340
+4% +$742K 3% 8
2024
Q1 		$21.3M Buy
+402,141
New +$20.3M 3.14% 8

Other funds holding JQUA

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
TF
Tenzing Financial Williamsburg, Virginia $146M AUM

Octavia Wealth Advisors's JQUA Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 14% in Q2 2026, selling an estimated $83.5K and leaving 7,249 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #117.

Octavia Wealth Advisors first reported a position in JQUA in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.8M in Q4 2024. 71 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Octavia Wealth Advisors held 7,249 shares of JPMorgan US Quality Factor ETF worth $524K as of Q2 2026.
  • Octavia Wealth Advisors sold 1,228 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $83.5K.
  • JPMorgan US Quality Factor ETF made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Octavia Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • Octavia Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $24.8M in Q4 2024.
  • 71 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.