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

Base 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	$547K	Buy	7,570 +143	+2%	+$9.72K	0.25%	41
2026 Q1	$455K	Sell	7,427 -3,434	-32%	-$218K	0.25%	41
2025 Q4	$686K	Sell	10,861 -158,132	-94%	-$9.93M	0.37%	36
2025 Q3	$10.6M	Buy	168,993 +49,537	+41%	+$3.04M	6.06%	5
2025 Q2	$7.17M	Buy	119,456 +12,417	+12%	+$710K	4.6%	9
2025 Q1	$6.04M	Buy	+107,039	New	+$6.25M	4.6%	9

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 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 New York $1.81T AUM 41.13% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Base Wealth Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 1.9% in Q2 2026, buying an estimated $9.72K and bringing the position to 7,570 shares worth $547K. The position accounts for 0.25% of the portfolio, ranked #41.

Base Wealth Management first reported a position in JQUA in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6M in Q3 2025. 383 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Base Wealth Management held 7,570 shares of JPMorgan US Quality Factor ETF worth $547K as of Q2 2026.
Base Wealth Management bought 143 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $9.72K.
JPMorgan US Quality Factor ETF made up 0.25% of Base Wealth Management's portfolio in Q2 2026, its #41 holding.
Base Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's JPMorgan US Quality Factor ETF position peaked at $10.6M in Q3 2025.
383 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.