Able Wealth Management
JQUA icon

Able Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Able Wealth Management’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
Q3 		$9.8M Buy
130,331
+2,164
+2% +$159K 2.15% 9
2026
Q2 		$9.26M Sell
128,167
-99,217
-44% -$6.75M 2.13% 10
2026
Q1 		$13.9M Buy
227,384
+653
+0.3% +$41.4K 3.73% 5
2025
Q4 		$14.3M Buy
226,731
+36,491
+19% +$2.29M 4.53% 3
2025
Q3 		$12M Buy
190,240
+64,063
+51% +$3.93M 4.5% 3
2025
Q2 		$7.58M Buy
126,177
+19,679
+18% +$1.12M 3.82% 5
2025
Q1 		$6.01M Buy
106,498
+11,338
+12% +$662K 3.55% 7
2024
Q4 		$5.45M Buy
95,160
+11,604
+14% +$673K 3.58% 7
2024
Q3 		$4.73M Sell
83,556
-3,718
-4% -$202K 3.58% 9
2024
Q2 		$4.62M Sell
87,274
-693
-0.8% -$35.9K 3.8% 7
2024
Q1 		$4.65M Buy
87,967
+25,009
+40% +$1.26M 4.06% 6
2023
Q4 		$3.01M Buy
+62,958
New +$2.83M 2.74% 8

Other funds holding JQUA

RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Hemming & Wealth Management
Hemming & Wealth Management Traverse City, Michigan $170M AUM 19.47% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Able Wealth Management's JQUA Position: Q3 2026 in Review

Able Wealth Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 1.7% in Q3 2026, buying an estimated $159K and bringing the position to 130,331 shares worth $9.8M. The position accounts for 2.15% of the portfolio, ranked #9.

Able Wealth Management first reported a position in JQUA in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q4 2025. 176 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • Able Wealth Management held 130,331 shares of JPMorgan US Quality Factor ETF worth $9.8M as of Q3 2026.
  • Able Wealth Management bought 2,164 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $159K.
  • JPMorgan US Quality Factor ETF made up 2.15% of Able Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Able Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • Able Wealth Management's JPMorgan US Quality Factor ETF position peaked at $14.3M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.