Wealthspire Advisors (New York)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Wealthspire Advisors (New York)’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	$2.69M	Sell	37,191 -1,123	-3%	-$76.3K	0.01%	370
2026 Q1	$2.35M	Sell	38,314 -1,495	-4%	-$94.9K	0.02%	264
2025 Q4	$2.52M	Sell	39,809 -3,121	-7%	-$196K	0.02%	262
2025 Q3	$2.7M	Sell	42,930 -915	-2%	-$56.2K	0.01%	232
2025 Q2	$2.63M	Buy	43,845 +3,996	+10%	+$228K	0.01%	240
2025 Q1	$2.25M	Sell	39,849 -2,110	-5%	-$123K	0.01%	258
2024 Q4	$2.4M	Sell	41,959 -2,164	-5%	-$125K	0.02%	227
2024 Q3	$2.5M	Buy	44,123 +20,544	+87%	+$1.12M	0.03%	214
2024 Q2	$1.25M	Sell	23,579 -8,560	-27%	-$443K	0.02%	279
2024 Q1	$1.7M	Sell	32,139 -1,569	-5%	-$79.2K	0.02%	228
2023 Q4	$1.61M	Buy	+33,708	New	+$1.51M	0.02%	230

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

SMA

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

DJSG

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

Wealthspire Advisors (New York)'s JQUA Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 2.9% in Q2 2026, selling an estimated $76.3K and leaving 37,191 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #370.

Wealthspire Advisors (New York) first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q3 2025. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Wealthspire Advisors (New York) held 37,191 shares of JPMorgan US Quality Factor ETF worth $2.69M as of Q2 2026.
Wealthspire Advisors (New York) sold 1,123 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $76.3K.
JPMorgan US Quality Factor ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #370 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s JPMorgan US Quality Factor ETF position peaked at $2.7M in Q3 2025.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.