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Ballast Rock Private Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Ballast Rock Private Wealth’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 		$4.35M Buy
60,207
+5,613
+10% +$382K 2.01% 6
2026
Q1 		$3.35M Buy
54,594
+17,573
+47% +$1.12M 1.85% 11
2025
Q4 		$2.34M Buy
+37,021
New +$2.33M 1.46% 17

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

Ballast Rock Private Wealth's JQUA Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its JPMorgan US Quality Factor ETF (JQUA) stake by 10% in Q2 2026, buying an estimated $382K and bringing the position to 60,207 shares worth $4.35M. The position accounts for 2.01% of the portfolio, ranked #6.

Ballast Rock Private Wealth first reported a position in JQUA in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Ballast Rock Private Wealth held 60,207 shares of JPMorgan US Quality Factor ETF worth $4.35M as of Q2 2026.
  • Ballast Rock Private Wealth bought 5,613 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $382K.
  • JPMorgan US Quality Factor ETF made up 2.01% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #6 holding.
  • Ballast Rock Private Wealth first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.