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 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 $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

Wallace Advisory Group's JQUA Position: Q2 2026 in Review

Wallace Advisory Group opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 3,586 shares worth $259K. The stake represents 0.24% of the portfolio and ranks #107 among its holdings. This is a return to the name: Wallace Advisory Group previously reported a position in JQUA as recently as Q3 2025.

Wallace Advisory Group first reported a position in JQUA in Q4 2022 and has held it in 11 quarters since. The position peaked at $286K in Q4 2024. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Wallace Advisory Group held 3,586 shares of JPMorgan US Quality Factor ETF worth $259K as of Q2 2026.
JPMorgan US Quality Factor ETF was a new Wallace Advisory Group position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.24% of Wallace Advisory Group's portfolio in Q2 2026, its #107 holding.
Wallace Advisory Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 11 quarters since.
Wallace Advisory Group's JPMorgan US Quality Factor ETF position peaked at $286K in Q4 2024.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.