BFSG LLC
JQUA icon

BFSG LLC’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

BFSG LLC’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 		$17.7K Hold
240
– – ﹤0.01% 529
2026
Q2 		$17.3K Hold
240
– – ﹤0.01% 526
2026
Q1 		$14.7K Hold
240
– – ﹤0.01% 528
2025
Q4 		$15.2K Buy
+240
New +$15.1K ﹤0.01% 511

Other funds holding JQUA

Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Hemming & Wealth Management
Hemming & Wealth Management Traverse City, Michigan $170M AUM 19.47% 1-Year Est. Return

BFSG LLC's JQUA Position: Q3 2026 in Review

BFSG LLC held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q3 2026 at 240 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

BFSG LLC first reported a position in JQUA in Q4 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • BFSG LLC held 240 shares of JPMorgan US Quality Factor ETF worth $17.7K as of Q3 2026.
  • BFSG LLC left its JPMorgan US Quality Factor ETF share count unchanged in Q3 2026.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #529 holding.
  • BFSG LLC first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.