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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 482 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.
482 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.