AssetMark Inc
JQUA icon

AssetMark Inc’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

AssetMark Inc’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 		$282K Buy
3,906
+40
+1% +$2.72K ﹤0.01% 1348
2026
Q1 		$237K Buy
3,866
+446
+13% +$28.3K ﹤0.01% 1312
2025
Q4 		$216K Buy
+3,420
New +$215K ﹤0.01% 1289

Other funds holding JQUA

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc's JQUA Position: Q2 2026 in Review

AssetMark Inc increased its JPMorgan US Quality Factor ETF (JQUA) stake by 1% in Q2 2026, buying an estimated $2.72K and bringing the position to 3,906 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

AssetMark Inc first reported a position in JQUA in Q4 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • AssetMark Inc held 3,906 shares of JPMorgan US Quality Factor ETF worth $282K as of Q2 2026.
  • AssetMark Inc bought 40 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $2.72K.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1348 holding.
  • AssetMark Inc first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.