Plan Group Financial
JQUA icon

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

Plan Group 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
Q3 		$18.6M Buy
245,543
+36,584
+18% +$2.69M 3.66% 2
2026
Q2 		$15.1M Buy
208,959
+41,522
+25% +$2.82M 3.11% 4
2026
Q1 		$10.3M Buy
167,437
+82,440
+97% +$5.23M 2.41% 6
2025
Q4 		$5.37M Buy
84,997
+28,749
+51% +$1.81M 1.39% 20
2025
Q3 		$3.54M Buy
+56,248
New +$3.45M 0.95% 34

Other funds holding JQUA

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Plan Group Financial's JQUA Position: Q3 2026 in Review

Plan Group Financial increased its JPMorgan US Quality Factor ETF (JQUA) stake by 18% in Q3 2026, buying an estimated $2.69M and bringing the position to 245,543 shares worth $18.6M. The position accounts for 3.66% of the portfolio, ranked #2.

Plan Group Financial first reported a position in JQUA in Q3 2025 and has held it in 5 quarters since. 341 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • Plan Group Financial held 245,543 shares of JPMorgan US Quality Factor ETF worth $18.6M as of Q3 2026.
  • Plan Group Financial bought 36,584 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $2.69M.
  • JPMorgan US Quality Factor ETF made up 3.66% of Plan Group Financial's portfolio in Q3 2026, its #2 holding.
  • Plan Group Financial first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • 341 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.