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

Tandem Financial’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 		$6.27M Sell
86,719
-41,386
-32% -$2.81M 1.89% 14
2026
Q1 		$7.86M Buy
+128,105
New +$8.13M 2.5% 10
2025
Q4 		– Sell
-116,943
Closed -$7.36M – 75
2025
Q3 		$7.36M Buy
+116,943
New +$7.18M 2.74% 8

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

Tandem Financial's JQUA Position: Q2 2026 in Review

Tandem Financial reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 32% in Q2 2026, selling an estimated $2.81M and leaving 86,719 shares worth $6.27M. The position accounts for 1.89% of the portfolio, ranked #14.

Tandem Financial first reported a position in JQUA in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.86M in Q1 2026. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Tandem Financial held 86,719 shares of JPMorgan US Quality Factor ETF worth $6.27M as of Q2 2026.
  • Tandem Financial sold 41,386 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $2.81M.
  • JPMorgan US Quality Factor ETF made up 1.89% of Tandem Financial's portfolio in Q2 2026, its #14 holding.
  • Tandem Financial first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Tandem Financial's JPMorgan US Quality Factor ETF position peaked at $7.86M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.