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Westover Capital Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Westover Capital 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 		$365K Sell
5,051
-53
-1% -$3.6K 0.06% 188
2026
Q1 		$313K Sell
5,104
-254
-5% -$16.1K 0.06% 194
2025
Q4 		$339K Sell
5,358
-62
-1% -$3.89K 0.06% 185
2025
Q3 		$341K Sell
5,420
-67
-1% -$4.11K 0.06% 175
2025
Q2 		$329K Sell
5,487
-111
-2% -$6.34K 0.07% 179
2025
Q1 		$316K Buy
5,598
+221
+4% +$12.9K 0.07% 187
2024
Q4 		$308K Sell
5,377
-5,043
-48% -$292K 0.07% 188
2024
Q3 		$589K Buy
10,420
+5,237
+101% +$284K 0.11% 131
2024
Q2 		$274K Buy
5,183
+130
+3% +$6.73K 0.07% 180
2024
Q1 		$267K Buy
5,053
+446
+10% +$22.5K 0.08% 155
2023
Q4 		$220K Buy
+4,607
New +$207K 0.07% 165

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

Westover Capital Advisors's JQUA Position: Q2 2026 in Review

Westover Capital Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 1% in Q2 2026, selling an estimated $3.6K and leaving 5,051 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #188.

Westover Capital Advisors first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $589K in Q3 2024. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Westover Capital Advisors held 5,051 shares of JPMorgan US Quality Factor ETF worth $365K as of Q2 2026.
  • Westover Capital Advisors sold 53 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $3.6K.
  • JPMorgan US Quality Factor ETF made up 0.06% of Westover Capital Advisors's portfolio in Q2 2026, its #188 holding.
  • Westover Capital Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Westover Capital Advisors's JPMorgan US Quality Factor ETF position peaked at $589K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.