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Blue Investment Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Blue Investment Partners’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
2025
Q2 		$11.4M Buy
189,710
+10,664
+6% +$609K 4% 10
2025
Q1 		$10.1M Buy
179,046
+6,685
+4% +$390K 3.81% 9
2024
Q4 		$9.87M Buy
172,361
+5,551
+3% +$322K 3.62% 8
2024
Q3 		$9.44M Buy
166,810
+21,139
+15% +$1.15M 3.89% 8
2024
Q2 		$7.71M Buy
145,671
+74,178
+104% +$3.84M 3.5% 9
2024
Q1 		$3.78M Buy
71,493
+53,367
+294% +$2.69M 1.97% 19
2023
Q4 		$868K Buy
+18,126
New +$814K 0.57% 21

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Investment Partners's JQUA Position: Q2 2025 in Review

Blue Investment Partners increased its JPMorgan US Quality Factor ETF (JQUA) stake by 6% in Q2 2025, buying an estimated $609K and bringing the position to 189,710 shares worth $11.4M. The position accounts for 4% of the portfolio, ranked #10.

Blue Investment Partners first reported a position in JQUA in Q4 2023 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

  • Blue Investment Partners held 189,710 shares of JPMorgan US Quality Factor ETF worth $11.4M as of Q2 2025.
  • Blue Investment Partners bought 10,664 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $609K.
  • JPMorgan US Quality Factor ETF made up 4% of Blue Investment Partners's portfolio in Q2 2025, its #10 holding.
  • Blue Investment Partners first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 7 quarters since.
  • 401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.