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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
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

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

Able Wealth Management's JQUA Position: Q2 2026 in Review

Able Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 44% in Q2 2026, selling an estimated $6.75M and leaving 128,167 shares worth $9.26M. The position accounts for 2.13% of the portfolio, ranked #10.

Able Wealth Management first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q4 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Able Wealth Management held 128,167 shares of JPMorgan US Quality Factor ETF worth $9.26M as of Q2 2026.
  • Able Wealth Management sold 99,217 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $6.75M.
  • JPMorgan US Quality Factor ETF made up 2.13% of Able Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Able Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Able Wealth Management's JPMorgan US Quality Factor ETF position peaked at $14.3M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.