WhitTier Trust Company’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

WhitTier Trust Company’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	$58.9K	Hold	818	–	–	﹤0.01%	709
2026 Q1	$50.8K	Sell	818 -164	-17%	-$10.4K	﹤0.01%	722
2025 Q4	$63.2K	Hold	982	–	–	﹤0.01%	667
2025 Q3	$61.9K	Hold	982	–	–	﹤0.01%	648
2025 Q2	$59K	Sell	982 -1,651	-63%	-$94.3K	﹤0.01%	740
2025 Q1	$149K	Hold	2,633	–	–	﹤0.01%	556
2024 Q4	$151K	Hold	2,633	–	–	﹤0.01%	542
2024 Q3	$149K	Hold	2,633	–	–	﹤0.01%	532
2024 Q2	$139K	Sell	2,633 -1	-0%	-$52	﹤0.01%	516
2024 Q1	$139K	Buy	2,634 +1,362	+107%	+$68.8K	﹤0.01%	517
2023 Q4	$60.9K	Buy	+1,272	New	+$57.1K	﹤0.01%	650

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

WhitTier Trust Company's JQUA Position: Q2 2026 in Review

WhitTier Trust Company held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 818 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

WhitTier Trust Company first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $151K in Q4 2024. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

WhitTier Trust Company held 818 shares of JPMorgan US Quality Factor ETF worth $58.9K as of Q2 2026.
WhitTier Trust Company left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #709 holding.
WhitTier Trust Company first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
WhitTier Trust Company's JPMorgan US Quality Factor ETF position peaked at $151K in Q4 2024.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.