Sigma Planning Corp’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sigma Planning Corp’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	$1.95M	Sell	26,949 -2,524	-9%	-$172K	0.05%	375
2026 Q1	$1.81M	Sell	29,473 -39,698	-57%	-$2.52M	0.05%	364
2025 Q4	$4.37M	Buy	69,171 +2,625	+4%	+$165K	0.12%	171
2025 Q3	$4.19M	Sell	66,546 -13,655	-17%	-$838K	0.12%	173
2025 Q2	$4.82M	Buy	80,201 +9,833	+14%	+$562K	0.14%	143
2025 Q1	$3.97M	Buy	70,368 +871	+1%	+$50.9K	0.13%	169
2024 Q4	$3.98M	Buy	69,497 +2,433	+4%	+$141K	0.13%	168
2024 Q3	$3.79M	Buy	67,064 +8,078	+14%	+$438K	0.12%	179
2024 Q2	$3.12M	Buy	58,986 +25,990	+79%	+$1.35M	0.1%	201
2024 Q1	$1.74M	Buy	32,996 +28,111	+575%	+$1.42M	0.05%	345
2023 Q4	$234K	Buy	+4,885	New	+$219K	0.02%	717

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

Sigma Planning Corp's JQUA Position: Q2 2026 in Review

Sigma Planning Corp reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 8.6% in Q2 2026, selling an estimated $172K and leaving 26,949 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #375.

Sigma Planning Corp first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.82M in Q2 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Sigma Planning Corp held 26,949 shares of JPMorgan US Quality Factor ETF worth $1.95M as of Q2 2026.
Sigma Planning Corp sold 2,524 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $172K.
JPMorgan US Quality Factor ETF made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #375 holding.
Sigma Planning Corp first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
Sigma Planning Corp's JPMorgan US Quality Factor ETF position peaked at $4.82M in Q2 2025.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.