SAI
JQUA icon

Savvy Advisors Inc’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Savvy Advisors Inc’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 		$95M Sell
1,314,796
-9,078
-0.7% -$617K 2.02% 7
2026
Q1 		$81.2M Sell
1,323,874
-34,685
-3% -$2.2M 2.17% 7
2025
Q4 		$85.8M Buy
1,358,559
+532,063
+64% +$33.4M 2.77% 5
2025
Q3 		$52M Buy
826,496
+215,917
+35% +$13.3M 2.39% 7
2025
Q2 		$36.7M Buy
610,579
+117,244
+24% +$6.7M 2.45% 8
2025
Q1 		$27.9M Buy
493,335
+160,705
+48% +$9.39M 2.8% 6
2024
Q4 		$19M Buy
332,630
+62,547
+23% +$3.63M 2.29% 7
2024
Q3 		$15.3M Buy
270,083
+159,973
+145% +$8.68M 3.1% 3
2024
Q2 		$5.83M Buy
110,110
+46,023
+72% +$2.38M 1.9% 10
2024
Q1 		$3.39M Buy
64,087
+22,438
+54% +$1.13M 1.95% 7
2023
Q4 		$1.99M Buy
+41,649
New +$1.87M 1.93% 7

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

Savvy Advisors Inc's JQUA Position: Q2 2026 in Review

Savvy Advisors Inc reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.69% in Q2 2026, selling an estimated $617K and leaving 1,314,796 shares worth $95M. The position accounts for 2.02% of the portfolio, ranked #7.

Savvy Advisors Inc first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Savvy Advisors Inc held 1,314,796 shares of JPMorgan US Quality Factor ETF worth $95M as of Q2 2026.
  • Savvy Advisors Inc sold 9,078 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $617K.
  • JPMorgan US Quality Factor ETF made up 2.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #7 holding.
  • Savvy Advisors Inc first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.