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

Sequoia Financial Advisors’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	$2.91M	Sell	40,241 -3,003	-7%	-$204K	0.01%	490
2026 Q1	$2.65M	Sell	43,244 -3,931	-8%	-$250K	0.01%	505
2025 Q4	$2.98M	Sell	47,175 -1,932	-4%	-$121K	0.02%	453
2025 Q3	$3.09M	Sell	49,107 -711	-1%	-$43.6K	0.02%	411
2025 Q2	$2.99M	Sell	49,818 -781	-2%	-$44.6K	0.02%	383
2025 Q1	$2.86M	Buy	50,599 +10,835	+27%	+$633K	0.02%	369
2024 Q4	$2.28M	Sell	39,764 -498	-1%	-$28.9K	0.02%	378
2024 Q3	$2.28M	Buy	+40,262	New	+$2.19M	0.02%	354

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Sequoia Financial Advisors's JQUA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 6.9% in Q2 2026, selling an estimated $204K and leaving 40,241 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #490.

Sequoia Financial Advisors first reported a position in JQUA in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.09M in Q3 2025. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Sequoia Financial Advisors held 40,241 shares of JPMorgan US Quality Factor ETF worth $2.91M as of Q2 2026.
Sequoia Financial Advisors sold 3,003 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $204K.
JPMorgan US Quality Factor ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #490 holding.
Sequoia Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $3.09M in Q3 2025.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.