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

WBH Advisory’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	$326K	Hold	5,292	–	–	0.02%	289
2025 Q4	$334K	Sell	5,292 -204	-4%	-$12.8K	0.02%	281
2025 Q3	$346K	Hold	5,496	–	–	0.03%	274
2025 Q2	$330K	Sell	5,496 -8	-0.1%	-$457	0.03%	277
2025 Q1	$311K	Sell	5,504 -257	-4%	-$15K	0.03%	268
2024 Q4	$330K	Sell	5,761 -98	-2%	-$5.68K	0.03%	256
2024 Q3	$331K	Hold	5,859	–	–	0.03%	253
2024 Q2	$310K	Hold	5,859	–	–	0.03%	254
2024 Q1	$310K	Sell	5,859 -79	-1%	-$3.99K	0.03%	259
2023 Q4	$284K	Buy	+5,938	New	+$267K	0.03%	265

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DJSG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WBH Advisory's JQUA Position: Q1 2026 in Review

WBH Advisory held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q1 2026 at 5,292 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #289.

WBH Advisory first reported a position in JQUA in Q4 2023 and has held it in 10 quarters since. The position peaked at $346K in Q3 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

WBH Advisory held 5,292 shares of JPMorgan US Quality Factor ETF worth $326K as of Q1 2026.
WBH Advisory left its JPMorgan US Quality Factor ETF share count unchanged in Q1 2026.
JPMorgan US Quality Factor ETF made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #289 holding.
WBH Advisory first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
WBH Advisory's JPMorgan US Quality Factor ETF position peaked at $346K in Q3 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.