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

PlanVest 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 		$35.9K Hold
496
– – 0.02% 267
2026
Q1 		$30.4K Buy
+496
New +$31.5K 0.02% 271

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

PlanVest Financial's JQUA Position: Q2 2026 in Review

PlanVest Financial held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 496 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #267.

PlanVest Financial first reported a position in JQUA in Q1 2026 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • PlanVest Financial held 496 shares of JPMorgan US Quality Factor ETF worth $35.9K as of Q2 2026.
  • PlanVest Financial left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Quality Factor ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #267 holding.
  • PlanVest Financial first reported a position in JPMorgan US Quality Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.