Vertex Planning Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Vertex Planning Partners’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	$49.7M	Buy	688,073 +66,897	+11%	+$4.55M	7.38%	2
2026 Q1	$38.1M	Buy	621,176 +17,908	+3%	+$1.14M	7.4%	4
2025 Q4	$38.1M	Sell	603,268 -42,027	-7%	-$2.64M	8.86%	2
2025 Q3	$40.6M	Buy	645,295 +3,984	+0.6%	+$245K	7.79%	2
2025 Q2	$38.5M	Buy	641,311 +8,857	+1%	+$506K	8.04%	2
2025 Q1	$35.7M	Buy	632,454 +13,620	+2%	+$796K	7.8%	2
2024 Q4	$35.4M	Sell	618,834 -96,242	-13%	-$5.58M	7.82%	2
2024 Q3	$40.5M	Buy	715,076 +4,815	+0.7%	+$261K	9.67%	1
2024 Q2	$37.6M	Sell	710,261 -21,267	-3%	-$1.1M	9.76%	1
2024 Q1	$38.7M	Buy	731,528 +14,314	+2%	+$723K	10.7%	1
2023 Q4	$34.3M	Buy	717,214 +79,266	+12%	+$3.56M	10.17%	2
2023 Q3	$27.6M	Sell	637,948 -21,661	-3%	-$966K	9.5%	2
2023 Q2	$29.2M	Buy	659,609 +581,768	+747%	+$24.5M	9.95%	2
2023 Q1	$3.21M	Buy	+77,841	New	+$3.13M	1.21%	16

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

Vertex Planning Partners's JQUA Position: Q2 2026 in Review

Vertex Planning Partners increased its JPMorgan US Quality Factor ETF (JQUA) stake by 11% in Q2 2026, buying an estimated $4.55M and bringing the position to 688,073 shares worth $49.7M. The position accounts for 7.38% of the portfolio, ranked #2.

Vertex Planning Partners first reported a position in JQUA in Q1 2023 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Vertex Planning Partners held 688,073 shares of JPMorgan US Quality Factor ETF worth $49.7M as of Q2 2026.
Vertex Planning Partners bought 66,897 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $4.55M.
JPMorgan US Quality Factor ETF made up 7.38% of Vertex Planning Partners's portfolio in Q2 2026, its #2 holding.
Vertex Planning Partners first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.