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

Root Financial Partners’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 		– Sell
-737
Closed -$45.2K – 1861
2026
Q1 		$45.2K Sell
737
-242
-25% -$15.4K ﹤0.01% 917
2025
Q4 		$61.9K Sell
979
-337
-26% -$21.2K ﹤0.01% 637
2025
Q3 		$82.8K Buy
+1,316
New +$80.8K 0.01% 505

Other funds holding JQUA

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Root Financial Partners's JQUA Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2026, closing a stake of 737 shares — an estimated $45.2K sold.

Root Financial Partners first reported a position in JQUA in Q3 2025 and held it in 3 quarters. The position peaked at $82.8K in Q3 2025. 220 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 737 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $45.2K.
  • Root Financial Partners first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JPMorgan US Quality Factor ETF position peaked at $82.8K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.