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 Q3	$301K	Buy	4,077 +171	+4%	+$12.6K	﹤0.01%	1365
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

AssetMark Inc's JQUA Position: Q3 2026 in Review

AssetMark Inc increased its JPMorgan US Quality Factor ETF (JQUA) stake by 4.4% in Q3 2026, buying an estimated $12.6K and bringing the position to 4,077 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

AssetMark Inc first reported a position in JQUA in Q4 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

AssetMark Inc held 4,077 shares of JPMorgan US Quality Factor ETF worth $301K as of Q3 2026.
AssetMark Inc bought 171 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $12.6K.
JPMorgan US Quality Factor ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1365 holding.
AssetMark Inc first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
293 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.