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United Capital Financial Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

United Capital Financial Advisors’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
Q1 		$1.22M Sell
19,898
-55
-0.3% -$3.49K 0.01% 687
2025
Q4 		$1.26M Buy
+19,953
New +$1.25M 0.01% 661

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

United Capital Financial Advisors's JQUA Position: Q1 2026 in Review

United Capital Financial Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.28% in Q1 2026, selling an estimated $3.49K and leaving 19,898 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #687.

United Capital Financial Advisors first reported a position in JQUA in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.26M in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • United Capital Financial Advisors held 19,898 shares of JPMorgan US Quality Factor ETF worth $1.22M as of Q1 2026.
  • United Capital Financial Advisors sold 55 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $3.49K.
  • JPMorgan US Quality Factor ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #687 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $1.26M in Q4 2025.
  • 458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.