Stonehaven Wealth & Tax Solutions’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.51M	Sell	20,937 -86	-0.4%	-$5.85K	1.21%	21
2026 Q1	$1.29M	Buy	21,023 +1,247	+6%	+$79.1K	1.14%	23
2025 Q4	$1.25M	Sell	19,776 -231	-1%	-$14.5K	1.12%	23
2025 Q3	$1.26M	Sell	20,007 -95	-0.5%	-$5.83K	1.16%	23
2025 Q2	$1.21M	Buy	20,102 +220	+1%	+$12.6K	1.18%	23
2025 Q1	$1.12M	Buy	19,882 +1,269	+7%	+$74.1K	1.19%	23
2024 Q4	$1.07M	Buy	+18,613	New	+$1.08M	1.16%	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

Stonehaven Wealth & Tax Solutions's JQUA Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.41% in Q2 2026, selling an estimated $5.85K and leaving 20,937 shares worth $1.51M. The position accounts for 1.21% of the portfolio, ranked #21.

Stonehaven Wealth & Tax Solutions first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 20,937 shares of JPMorgan US Quality Factor ETF worth $1.51M as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 86 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $5.85K.
JPMorgan US Quality Factor ETF made up 1.21% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #21 holding.
Stonehaven Wealth & Tax Solutions first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.