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Shepherd Kaplan Krochuk’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Shepherd Kaplan Krochuk’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 		$5.13M Sell
71,025
-2,630
-4% -$179K 4.08% 6
2026
Q1 		$4.52M Sell
73,655
-1,666
-2% -$106K 3.8% 6
2025
Q4 		$4.76M Sell
75,321
-7,425
-9% -$466K 3.93% 6
2025
Q3 		$5.21M Sell
82,746
-1,319
-2% -$81K 4.27% 7
2025
Q2 		$5.05M Sell
84,065
-1,626
-2% -$92.9K 4.39% 6
2025
Q1 		$4.84M Sell
85,691
-3,031
-3% -$177K 4.14% 6
2024
Q4 		$5.08M Sell
88,722
-4,503
-5% -$261K 4.25% 7
2024
Q3 		$5.27M Sell
93,225
-14,889
-14% -$808K 3.98% 7
2024
Q2 		$5.72M Sell
108,114
-7,523
-7% -$389K 4.52% 6
2024
Q1 		$6.11M Sell
115,637
-3,344
-3% -$169K 4.88% 8
2023
Q4 		$5.69M Sell
118,981
-11,577
-9% -$520K 4.63% 6
2023
Q3 		$5.65M Sell
130,558
-1,022
-0.8% -$45.6K 4.91% 6
2023
Q2 		$5.83M Buy
131,580
+20,060
+18% +$844K 4.61% 7
2023
Q1 		$4.6M Sell
111,520
-2,755
-2% -$111K 4.06% 8
2022
Q4 		$4.43M Sell
114,275
-1,029
-0.9% -$39.5K 2.63% 14
2022
Q3 		$4.04M Sell
115,304
-22,645
-16% -$875K 2.02% 15
2022
Q2 		$5.14M Sell
137,949
-11,936
-8% -$474K 2.24% 11
2022
Q1 		$6.43M Sell
149,885
-28,282
-16% -$1.19M 2.43% 10
2021
Q4 		$8.11M Sell
178,167
-46,719
-21% -$2.04M 2.92% 9
2021
Q3 		$9.21M Sell
224,886
-31,157
-12% -$1.32M 3.38% 8
2021
Q2 		$10.5M Buy
256,043
+3,917
+2% +$155K 3.73% 6
2021
Q1 		$9.51M Buy
252,126
+30,717
+14% +$1.12M 3.67% 7
2020
Q4 		$7.94M Sell
221,409
-336
-0.2% -$11.5K 2.93% 8
2020
Q3 		$7.2M Sell
221,745
-41,721
-16% -$1.34M 2.99% 7
2020
Q2 		$8.02M Buy
+263,466
New +$7.62M 3.59% 5

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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Shepherd Kaplan Krochuk's JQUA Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 3.6% in Q2 2026, selling an estimated $179K and leaving 71,025 shares worth $5.13M. The position accounts for 4.08% of the portfolio, ranked #6.

Shepherd Kaplan Krochuk first reported a position in JQUA in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.5M in Q2 2021. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Shepherd Kaplan Krochuk held 71,025 shares of JPMorgan US Quality Factor ETF worth $5.13M as of Q2 2026.
  • Shepherd Kaplan Krochuk sold 2,630 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $179K.
  • JPMorgan US Quality Factor ETF made up 4.08% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #6 holding.
  • Shepherd Kaplan Krochuk first reported a position in JPMorgan US Quality Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Shepherd Kaplan Krochuk's JPMorgan US Quality Factor ETF position peaked at $10.5M in Q2 2021.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.