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Wilkerson Advisory Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Wilkerson Advisory Group’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 		$605K Buy
8,363
+21
+0.3% +$1.43K 0.19% 50
2026
Q1 		$512K Buy
8,342
+187
+2% +$11.9K 0.18% 54
2025
Q4 		$515K Buy
+8,155
New +$512K 0.18% 59

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

Wilkerson Advisory Group's JQUA Position: Q2 2026 in Review

Wilkerson Advisory Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.25% in Q2 2026, buying an estimated $1.43K and bringing the position to 8,363 shares worth $605K. The position accounts for 0.19% of the portfolio, ranked #50.

Wilkerson Advisory Group first reported a position in JQUA in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Wilkerson Advisory Group held 8,363 shares of JPMorgan US Quality Factor ETF worth $605K as of Q2 2026.
  • Wilkerson Advisory Group bought 21 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $1.43K.
  • JPMorgan US Quality Factor ETF made up 0.19% of Wilkerson Advisory Group's portfolio in Q2 2026, its #50 holding.
  • Wilkerson Advisory Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.