Steward Partners Investment Advisory’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Steward Partners Investment Advisory’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	$939K	Buy	12,997 +1,789	+16%	+$122K	﹤0.01%	1321
2026 Q1	$687K	Buy	11,208 +731	+7%	+$46.4K	﹤0.01%	1357
2025 Q4	$662K	Buy	10,477 +464	+5%	+$29.1K	﹤0.01%	1270
2025 Q3	$630K	Buy	10,013 +375	+4%	+$23K	﹤0.01%	1264
2025 Q2	$579K	Sell	9,638 -27,982	-74%	-$1.6M	﹤0.01%	1228
2025 Q1	$2.12M	Sell	37,620 -27	-0.1%	-$1.58K	0.02%	648
2024 Q4	$2.16M	Buy	37,647 +9,321	+33%	+$540K	0.02%	614
2024 Q3	$1.6M	Buy	28,326 +5,390	+24%	+$293K	0.01%	701
2024 Q2	$1.21M	Buy	22,936 +17,937	+359%	+$928K	0.01%	752
2024 Q1	$264K	Buy	4,999 +3,177	+174%	+$160K	﹤0.01%	1314
2023 Q4	$87.2K	Hold	1,822	–	–	﹤0.01%	1752
2023 Q3	$78.8K	Buy	1,822 +1,041	+133%	+$46.4K	﹤0.01%	1689
2023 Q2	$34.6K	Buy	781 +395	+102%	+$16.6K	﹤0.01%	2040
2023 Q1	$15.9K	Buy	+386	New	+$15.5K	﹤0.01%	2351

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

Steward Partners Investment Advisory's JQUA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan US Quality Factor ETF (JQUA) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 12,997 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Steward Partners Investment Advisory first reported a position in JQUA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.16M in Q4 2024. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Steward Partners Investment Advisory held 12,997 shares of JPMorgan US Quality Factor ETF worth $939K as of Q2 2026.
Steward Partners Investment Advisory bought 1,789 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $122K.
JPMorgan US Quality Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1321 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
Steward Partners Investment Advisory's JPMorgan US Quality Factor ETF position peaked at $2.16M in Q4 2024.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.