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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
Q2 		$114K Sell
1,583
-8,111
-84% -$551K ﹤0.01% 1676
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 $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Waverly Advisors's JQUA Position: Q2 2026 in Review

Waverly Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 84% in Q2 2026, selling an estimated $551K and leaving 1,583 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Waverly Advisors first reported a position in JQUA in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.57M in Q2 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Waverly Advisors held 1,583 shares of JPMorgan US Quality Factor ETF worth $114K as of Q2 2026.
  • Waverly Advisors sold 8,111 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $551K.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1676 holding.
  • Waverly Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • Waverly Advisors's JPMorgan US Quality Factor ETF position peaked at $2.57M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.