Walkner Condon Financial Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Walkner Condon 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 Q2	$332K	Hold	4,589	–	–	0.04%	244
2026 Q1	$281K	Buy	4,589 +52	+1%	+$3.3K	0.04%	255
2025 Q4	$287K	Buy	4,537 +521	+13%	+$32.7K	0.04%	248
2025 Q3	$253K	Hold	4,016	–	–	0.04%	252
2025 Q2	$241K	Hold	4,016	–	–	0.04%	246
2025 Q1	$227K	Hold	4,016	–	–	0.05%	247
2024 Q4	$230K	Buy	+4,016	New	+$233K	0.05%	251

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

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Walkner Condon Financial Advisors's JQUA Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 4,589 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #244.

Walkner Condon Financial Advisors first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Walkner Condon Financial Advisors held 4,589 shares of JPMorgan US Quality Factor ETF worth $332K as of Q2 2026.
Walkner Condon Financial Advisors left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #244 holding.
Walkner Condon Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.