Wallace Advisory Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Wallace Advisory Group’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 Q3	$246K	Sell	3,337 -249	-7%	-$18.3K	0.24%	105
2026 Q2	$259K	Buy	+3,586	New	+$244K	0.24%	107
2025 Q4	–	Sell	-3,333	Closed	-$200K	–	149
2025 Q3	$200K	Buy	+3,333	New	+$205K	0.16%	164
2025 Q1	–	Sell	-5,055	Closed	-$286K	–	195
2024 Q4	$286K	Sell	5,055 -287	-5%	-$16.6K	0.2%	142
2024 Q3	$283K	Hold	5,342	–	–	0.21%	133
2024 Q2	$283K	Buy	5,342 +115	+2%	+$5.95K	0.2%	137
2024 Q1	$250K	Sell	5,227 -41	-0.8%	-$2.07K	0.19%	136
2023 Q4	$228K	Sell	5,268 -43	-0.8%	-$1.93K	0.18%	140
2023 Q3	$235K	Sell	5,311 -185	-3%	-$8.25K	0.17%	146
2023 Q2	$227K	Hold	5,496	–	–	0.17%	143
2023 Q1	$227K	Buy	5,496 +19	+0.3%	+$763	0.17%	143
2022 Q4	$212K	Buy	+5,477	New	+$210K	0.17%	141

Other funds holding JQUA

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Wallace Advisory Group's JQUA Position: Q3 2026 in Review

Wallace Advisory Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 6.9% in Q3 2026, selling an estimated $18.3K and leaving 3,337 shares worth $246K. The position accounts for 0.24% of the portfolio, ranked #105.

Wallace Advisory Group first reported a position in JQUA in Q4 2022 and has held it in 12 quarters since. The position peaked at $286K in Q4 2024. 449 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

Wallace Advisory Group held 3,337 shares of JPMorgan US Quality Factor ETF worth $246K as of Q3 2026.
Wallace Advisory Group sold 249 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $18.3K.
JPMorgan US Quality Factor ETF made up 0.24% of Wallace Advisory Group's portfolio in Q3 2026, its #105 holding.
Wallace Advisory Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 12 quarters since.
Wallace Advisory Group's JPMorgan US Quality Factor ETF position peaked at $286K in Q4 2024.
449 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Wallace Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.