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Retirement Planning Group (Kansas)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.52M Sell
34,916
-2,101
-6% -$143K 0.06% 129
2026
Q1 		$2.27M Sell
37,017
-197
-0.5% -$12.5K 0.07% 120
2025
Q4 		$2.35M Sell
37,214
-636
-2% -$39.9K 0.08% 103
2025
Q3 		$2.38M Sell
37,850
-116
-0.3% -$7.12K 0.08% 102
2025
Q2 		$2.28M Sell
37,966
-320
-0.8% -$18.3K 0.1% 81
2025
Q1 		$2.16M Sell
38,286
-438
-1% -$25.6K 0.1% 77
2024
Q4 		$2.22M Sell
38,724
-565
-1% -$32.7K 0.11% 72
2024
Q3 		$2.22M Sell
39,289
-868
-2% -$47.1K 0.12% 79
2024
Q2 		$2.13M Sell
40,157
-830
-2% -$43K 0.14% 70
2024
Q1 		$2.17M Sell
40,987
-1,304
-3% -$65.8K 0.17% 63
2023
Q4 		$2.02M Sell
42,291
-8,259
-16% -$371K 0.18% 47
2023
Q3 		$2.19M Sell
50,550
-1,007
-2% -$44.9K 0.23% 39
2023
Q2 		$2.28M Sell
51,557
-276
-0.5% -$11.6K 0.23% 38
2023
Q1 		$2.14M Sell
51,833
-1,623
-3% -$65.2K 0.23% 39
2022
Q4 		$2.07M Sell
53,456
-16,013
-23% -$614K 0.24% 40
2022
Q3 		$2.43M Sell
69,469
-14,505
-17% -$560K 0.31% 28
2022
Q2 		$3.13M Sell
83,974
-90,912
-52% -$3.61M 0.39% 23
2022
Q1 		$7.5M Sell
174,886
-741,015
-81% -$31.3M 0.82% 17
2021
Q4 		$41.7M Buy
915,901
+17,999
+2% +$787K 4.03% 11
2021
Q3 		$36.8M Buy
897,902
+49,381
+6% +$2.08M 4.18% 10
2021
Q2 		$34.7M Buy
848,521
+57,654
+7% +$2.28M 3.98% 11
2021
Q1 		$29.8M Buy
790,867
+20,437
+3% +$748K 4.11% 11
2020
Q4 		$27.6M Buy
770,430
+3,726
+0.5% +$128K 4% 11
2020
Q3 		$24.9M Sell
766,704
-10,869
-1% -$350K 4.06% 11
2020
Q2 		$23.7M Sell
777,573
-3,549
-0.5% -$103K 4.35% 11
2020
Q1 		$19.9M Buy
781,122
+57,329
+8% +$1.71M 4.76% 9
2019
Q4 		$22.7M Buy
+723,793
New +$21.8M 4.51% 8

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

Retirement Planning Group (Kansas)'s JQUA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 5.7% in Q2 2026, selling an estimated $143K and leaving 34,916 shares worth $2.52M. The position accounts for 0.06% of the portfolio, ranked #129.

Retirement Planning Group (Kansas) first reported a position in JQUA in Q4 2019 and has held it in 27 quarters since. The position peaked at $41.7M in Q4 2021. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Retirement Planning Group (Kansas) held 34,916 shares of JPMorgan US Quality Factor ETF worth $2.52M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 2,101 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $143K.
  • JPMorgan US Quality Factor ETF made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #129 holding.
  • Retirement Planning Group (Kansas) first reported a position in JPMorgan US Quality Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Retirement Planning Group (Kansas)'s JPMorgan US Quality Factor ETF position peaked at $41.7M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.