Warren Street Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Warren Street Wealth 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	$50.3M	Buy	695,856 +16,698	+2%	+$1.14M	11.22%	3
2026 Q1	$41.6M	Buy	679,158 +25,360	+4%	+$1.61M	10.6%	3
2025 Q4	$41.3M	Buy	653,798 +13,218	+2%	+$830K	11.81%	2
2025 Q3	$40.3M	Buy	+640,580	New	+$39.3M	12.02%	2

Other funds holding JQUA

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Warren Street Wealth Advisors's JQUA Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 2.5% in Q2 2026, buying an estimated $1.14M and bringing the position to 695,856 shares worth $50.3M. The position accounts for 11.22% of the portfolio, ranked #3.

Warren Street Wealth Advisors first reported a position in JQUA in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Warren Street Wealth Advisors held 695,856 shares of JPMorgan US Quality Factor ETF worth $50.3M as of Q2 2026.
Warren Street Wealth Advisors bought 16,698 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $1.14M.
JPMorgan US Quality Factor ETF made up 11.22% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Warren Street Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.