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Waverly Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Waverly 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 		$594K Buy
+9,694
New +$615K ﹤0.01% 1003
2025
Q3 		– Sell
-42,815
Closed -$2.57M – 1305
2025
Q2 		$2.57M Buy
42,815
+60
+0.1% +$3.43K 0.03% 439
2025
Q1 		$2.41M Buy
+42,755
New +$2.5M 0.03% 436

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

Waverly Advisors's JQUA Position: Q1 2026 in Review

Waverly Advisors opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q1 2026: 9,694 shares worth $594K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in JQUA as recently as Q2 2025.

Waverly Advisors first reported a position in JQUA in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.57M in Q2 2025. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Waverly Advisors held 9,694 shares of JPMorgan US Quality Factor ETF worth $594K as of Q1 2026.
  • JPMorgan US Quality Factor ETF was a new Waverly Advisors position in Q1 2026.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1003 holding.
  • Waverly Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 3 quarters since.
  • Waverly Advisors's JPMorgan US Quality Factor ETF position peaked at $2.57M in Q2 2025.
  • 457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.