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

Whittier Trust’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
-3,481
Closed -$216K – 1385
2026
Q1 		$216K Hold
3,481
– – ﹤0.01% 576
2025
Q4 		$224K Sell
3,481
-1,521
-30% -$95.5K ﹤0.01% 579
2025
Q3 		$315K Buy
+5,002
New +$307K ﹤0.01% 511

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

Whittier Trust's JQUA Position: Q2 2026 in Review

Whittier Trust sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2026, closing a stake of 3,481 shares — an estimated $216K sold.

Whittier Trust first reported a position in JQUA in Q3 2025 and held it in 3 quarters. The position peaked at $315K in Q3 2025. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Whittier Trust reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 3,481 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $216K.
  • Whittier Trust first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and held it in 3 quarters.
  • Whittier Trust's JPMorgan US Quality Factor ETF position peaked at $315K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

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