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Savant Capital’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Savant Capital’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 		$907M Buy
12,544,726
+1,127,740
+10% +$76.7M 2.66% 9
2026
Q1 		$700M Buy
11,416,986
+1,160,024
+11% +$73.6M 3.38% 9
2025
Q4 		$648M Buy
10,256,962
+1,047,022
+11% +$65.8M 3.69% 6
2025
Q3 		$579M Buy
9,209,940
+874,476
+10% +$53.7M 3.52% 6
2025
Q2 		$501M Buy
8,335,464
+1,074,571
+15% +$61.4M 3.6% 5
2025
Q1 		$410M Buy
7,260,893
+1,036,265
+17% +$60.5M 3.47% 5
2024
Q4 		$356M Buy
6,224,628
+1,104,556
+22% +$64M 2.8% 6
2024
Q3 		$290M Buy
5,120,072
+2,271,623
+80% +$123M 2.4% 8
2024
Q2 		$151M Buy
2,848,449
+590,900
+26% +$30.6M 1.51% 12
2024
Q1 		$119M Buy
2,257,549
+252,922
+13% +$12.8M 1.37% 13
2023
Q4 		$95.9M Buy
2,004,627
+1,947,683
+3,420% +$87.4M 1.24% 14
2023
Q3 		$2.46M Buy
+56,944
New +$2.54M 0.04% 234

Other funds holding JQUA

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Savant Capital's JQUA Position: Q2 2026 in Review

Savant Capital increased its JPMorgan US Quality Factor ETF (JQUA) stake by 9.9% in Q2 2026, buying an estimated $76.7M and bringing the position to 12,544,726 shares worth $907M. The position accounts for 2.66% of the portfolio, ranked #9.

Savant Capital first reported a position in JQUA in Q3 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Savant Capital held 12,544,726 shares of JPMorgan US Quality Factor ETF worth $907M as of Q2 2026.
  • Savant Capital bought 1,127,740 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $76.7M.
  • JPMorgan US Quality Factor ETF made up 2.66% of Savant Capital's portfolio in Q2 2026, its #9 holding.
  • Savant Capital first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.