PF
JQUA icon

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

Penney 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 		$820K Hold
11,343
– – 0.29% 30
2026
Q1 		$696K Sell
11,343
-600
-5% -$38.1K 0.27% 29
2025
Q4 		$755K Hold
11,943
– – 0.29% 28
2025
Q3 		$751K Hold
11,943
– – 0.34% 28
2025
Q2 		$717K Hold
11,943
– – 0.36% 24
2025
Q1 		$674K Hold
11,943
– – 0.44% 18
2024
Q4 		$684K Sell
11,943
-36
-0.3% -$2.09K 0.46% 20
2024
Q3 		$678K Hold
11,979
– – 0.46% 19
2024
Q2 		$634K Sell
11,979
-329
-3% -$17K 0.46% 20
2024
Q1 		$651K Sell
12,308
-329
-3% -$16.6K 0.48% 20
2023
Q4 		$605K Buy
+12,637
New +$567K 0.5% 20

Other funds holding JQUA

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
LI
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 24.81% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Penney Financial's JQUA Position: Q2 2026 in Review

Penney Financial held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 11,343 shares worth $820K. The position accounts for 0.29% of the portfolio, ranked #30.

Penney Financial first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. 271 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Penney Financial held 11,343 shares of JPMorgan US Quality Factor ETF worth $820K as of Q2 2026.
  • Penney Financial left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Quality Factor ETF made up 0.29% of Penney Financial's portfolio in Q2 2026, its #30 holding.
  • Penney Financial first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 271 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.