WCFA
JQUA icon

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
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

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 $2.53B AUM 17.43% 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 $3.75B AUM 21.95% 1-Year Est. Return

Walkner Condon Financial Advisors's JQUA Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 1.1% in Q1 2026, buying an estimated $3.3K and bringing the position to 4,589 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #255.

Walkner Condon Financial Advisors first reported a position in JQUA in Q4 2024 and has held it in 6 quarters since. The position peaked at $287K in Q4 2025. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Walkner Condon Financial Advisors held 4,589 shares of JPMorgan US Quality Factor ETF worth $281K as of Q1 2026.
  • Walkner Condon Financial Advisors bought 52 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $3.3K.
  • JPMorgan US Quality Factor ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #255 holding.
  • Walkner Condon Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Walkner Condon Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $287K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.