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SVB Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

SVB Wealth’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 		$564K Sell
7,802
-7,263
-48% -$494K 0.04% 258
2026
Q1 		$924K Sell
15,065
-130
-0.9% -$8.25K 0.06% 202
2025
Q4 		$960K Sell
15,195
-8,724
-36% -$548K 0.06% 212
2025
Q3 		$1.5M Sell
23,919
-1,865
-7% -$114K 0.08% 178
2025
Q2 		$1.55M Sell
25,784
-9,899
-28% -$566K 0.08% 182
2025
Q1 		$2.01M Sell
35,683
-14,377
-29% -$840K 0.08% 115
2024
Q4 		$2.87M Buy
+50,060
New +$2.9M 0.05% 190
2024
Q3 		– Sell
-119,652
Closed -$6.34M – 332
2024
Q2 		$6.34M Sell
119,652
-73,039
-38% -$3.78M 0.16% 130
2024
Q1 		$10.2M Sell
192,691
-6,417
-3% -$324K 0.23% 109
2023
Q4 		$9.53M Buy
199,108
+190,969
+2,346% +$8.57M 0.23% 109
2023
Q3 		$352K Buy
+8,139
New +$363K 0.01% 562

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

SVB Wealth's JQUA Position: Q2 2026 in Review

SVB Wealth reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 48% in Q2 2026, selling an estimated $494K and leaving 7,802 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #258.

SVB Wealth first reported a position in JQUA in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q1 2024. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • SVB Wealth held 7,802 shares of JPMorgan US Quality Factor ETF worth $564K as of Q2 2026.
  • SVB Wealth sold 7,263 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $494K.
  • JPMorgan US Quality Factor ETF made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #258 holding.
  • SVB Wealth first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 11 quarters since.
  • SVB Wealth's JPMorgan US Quality Factor ETF position peaked at $10.2M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.