Sharkey, Howes & Javer’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sharkey, Howes & Javer’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	$374K	Hold	5,170	–	–	0.05%	128
2026 Q1	$317K	Hold	5,170	–	–	0.04%	130
2025 Q4	$327K	Sell	5,170 -32	-0.6%	-$2.01K	0.04%	133
2025 Q3	$327K	Hold	5,202	–	–	0.04%	132
2025 Q2	$312K	Hold	5,202	–	–	0.04%	129
2025 Q1	$294K	Hold	5,202	–	–	0.04%	126
2024 Q4	$298K	Sell	5,202 -354	-6%	-$20.5K	0.04%	130
2024 Q3	$314K	Sell	5,556 -63,251	-92%	-$3.43M	0.04%	121
2024 Q2	$3.64M	Sell	68,807 -1,284	-2%	-$66.5K	0.59%	28
2024 Q1	$3.71M	Buy	70,091 +9,656	+16%	+$488K	0.61%	27
2023 Q4	$2.89M	Sell	60,435 -473	-0.8%	-$21.2K	0.51%	32
2023 Q3	$2.64M	Sell	60,908 -15,431	-20%	-$689K	0.5%	37
2023 Q2	$3.38M	Buy	+76,339	New	+$3.21M	0.64%	27

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

Sharkey, Howes & Javer's JQUA Position: Q2 2026 in Review

Sharkey, Howes & Javer held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 5,170 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #128.

Sharkey, Howes & Javer first reported a position in JQUA in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.71M in Q1 2024. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Sharkey, Howes & Javer held 5,170 shares of JPMorgan US Quality Factor ETF worth $374K as of Q2 2026.
Sharkey, Howes & Javer left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.05% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #128 holding.
Sharkey, Howes & Javer first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
Sharkey, Howes & Javer's JPMorgan US Quality Factor ETF position peaked at $3.71M in Q1 2024.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.