WP
JQUA icon

WealthShield Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

WealthShield Partners’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 		– Sell
-16,936
Closed -$1.04M – 510
2026
Q1 		$1.04M Buy
16,936
+55
+0.3% +$3.49K 0.12% 181
2025
Q4 		$1.07M Sell
16,881
-11,063
-40% -$695K 0.12% 173
2025
Q3 		$1.76M Buy
27,944
+311
+1% +$19.1K 0.2% 126
2025
Q2 		$1.66M Buy
27,633
+3,355
+14% +$192K 0.2% 128
2025
Q1 		$1.37M Buy
24,278
+776
+3% +$45.3K 0.18% 134
2024
Q4 		$1.35M Buy
23,502
+737
+3% +$42.7K 0.19% 124
2024
Q3 		$1.29M Buy
22,765
+275
+1% +$14.9K 0.17% 132
2024
Q2 		$1.19M Buy
22,490
+6,530
+41% +$338K 0.18% 131
2024
Q1 		$844K Sell
15,960
-4,910
-24% -$248K 0.14% 156
2023
Q4 		$999K Buy
20,870
+7,453
+56% +$335K 0.16% 143
2023
Q3 		$581K Buy
13,417
+4,754
+55% +$212K 0.09% 198
2023
Q2 		$384K Buy
8,663
+8,304
+2,313% +$349K 0.06% 226
2023
Q1 		$14.8K Buy
+359
New +$14.4K ﹤0.01% 426

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

WealthShield Partners's JQUA Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2026, closing a stake of 16,936 shares — an estimated $1.04M sold.

WealthShield Partners first reported a position in JQUA in Q1 2023 and held it in 13 quarters. The position peaked at $1.76M in Q3 2025. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • WealthShield Partners reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 16,936 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $1.04M.
  • WealthShield Partners first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's JPMorgan US Quality Factor ETF position peaked at $1.76M in Q3 2025.
  • 479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.