Sowell Financial Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sowell Financial Services’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	$240K	Sell	3,316 -12,387	-79%	-$842K	0.01%	978
2026 Q1	$963K	Buy	15,703 +2,765	+21%	+$175K	0.04%	448
2025 Q4	$817K	Sell	12,938 -470	-4%	-$29.5K	0.03%	489
2025 Q3	$843K	Buy	13,408 +1,019	+8%	+$62.6K	0.03%	473
2025 Q2	$744K	Sell	12,389 -11,408	-48%	-$652K	0.03%	501
2025 Q1	$1.34M	Buy	23,797 +11,466	+93%	+$670K	0.06%	316
2024 Q4	$706K	Buy	12,331 +1,619	+15%	+$93.8K	0.04%	368
2024 Q3	$606K	Buy	+10,712	New	+$581K	0.03%	420
2021 Q2	–	Sell	-38	Closed	-$2K	–	1683
2021 Q1	$2K	Buy	+38	New	+$1.39K	﹤0.01%	2827

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

Sowell Financial Services's JQUA Position: Q2 2026 in Review

Sowell Financial Services reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 79% in Q2 2026, selling an estimated $842K and leaving 3,316 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #978.

Sowell Financial Services first reported a position in JQUA in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.34M in Q1 2025. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Sowell Financial Services held 3,316 shares of JPMorgan US Quality Factor ETF worth $240K as of Q2 2026.
Sowell Financial Services sold 12,387 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $842K.
JPMorgan US Quality Factor ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #978 holding.
Sowell Financial Services first reported a position in JPMorgan US Quality Factor ETF in Q1 2021 and has held it in 9 quarters since.
Sowell Financial Services's JPMorgan US Quality Factor ETF position peaked at $1.34M in Q1 2025.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.