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

AE 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 		$37.8K Sell
523
-1,789
-77% -$122K ﹤0.01% 2146
2026
Q1 		$142K Sell
2,312
-19,883
-90% -$1.26M ﹤0.01% 1694
2025
Q4 		$1.4M Buy
22,195
+19,080
+613% +$1.2M 0.01% 708
2025
Q3 		$196K Buy
3,115
+1,338
+75% +$82.1K ﹤0.01% 1410
2025
Q2 		$107K Buy
1,777
+187
+12% +$10.7K ﹤0.01% 1467
2025
Q1 		$89.8K Buy
1,590
+84
+6% +$4.91K ﹤0.01% 1469
2024
Q4 		$86.2K Buy
+1,506
New +$87.3K ﹤0.01% 1463
2024
Q1 		– Sell
-88,657
Closed -$4.38M – 1600
2023
Q4 		$4.38M Buy
88,657
+44,777
+102% +$2.01M 0.02% 641
2023
Q3 		$1.9M Buy
43,880
+6,650
+18% +$297K 0.01% 865
2023
Q2 		$1.65M Sell
37,230
-1,053
-3% -$44.3K 0.01% 896
2023
Q1 		$1.58M Buy
38,283
+14,485
+61% +$582K 0.01% 881
2022
Q4 		$922K Buy
23,798
+251
+1% +$9.63K 0.01% 1023
2022
Q3 		$825K Sell
23,547
-1,581
-6% -$61.1K 0.01% 1023
2022
Q2 		$936K Sell
25,128
-5,745
-19% -$228K 0.01% 911
2022
Q1 		$1.32M Sell
30,873
-7,816
-20% -$330K 0.01% 830
2021
Q4 		$1.76M Sell
38,689
-7,620
-16% -$333K 0.01% 741
2021
Q3 		$1.9M Sell
46,309
-3,660
-7% -$155K 0.02% 667
2021
Q2 		$2.04M Sell
49,969
-706
-1% -$28K 0.02% 634
2021
Q1 		$1.91M Buy
50,675
+6,352
+14% +$233K 0.02% 578
2020
Q4 		$1.59M Buy
44,323
+768
+2% +$26.3K 0.02% 564
2020
Q3 		$1.41M Sell
43,555
-9,562
-18% -$308K 0.02% 526
2020
Q2 		$1.62M Buy
53,117
+43,774
+469% +$1.27M 0.03% 474
2020
Q1 		$238K Buy
+9,343
New +$279K 0.01% 952

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

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

AE Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 77% in Q2 2026, selling an estimated $122K and leaving 523 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

AE Wealth Management first reported a position in JQUA in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.38M in Q4 2023. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • AE Wealth Management held 523 shares of JPMorgan US Quality Factor ETF worth $37.8K as of Q2 2026.
  • AE Wealth Management sold 1,789 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $122K.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2146 holding.
  • AE Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2020 and has held it in 23 quarters since.
  • AE Wealth Management's JPMorgan US Quality Factor ETF position peaked at $4.38M in Q4 2023.
  • 479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.