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Blue Oak Capital’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Blue Oak Capital’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 		$498K Buy
8,295
+67
+0.8% +$3.83K 0.26% 44
2025
Q1 		$465K Sell
8,228
-1,196
-13% -$69.9K 0.26% 47
2024
Q4 		$540K Buy
+9,424
New +$546K 0.33% 47

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 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 $187B AUM 21.7% 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

Blue Oak Capital's JQUA Position: Q2 2025 in Review

Blue Oak Capital increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.81% in Q2 2025, buying an estimated $3.83K and bringing the position to 8,295 shares worth $498K. The position accounts for 0.26% of the portfolio, ranked #44.

Blue Oak Capital first reported a position in JQUA in Q4 2024 and has held it in 3 quarters since. The position peaked at $540K in Q4 2024. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

  • Blue Oak Capital held 8,295 shares of JPMorgan US Quality Factor ETF worth $498K as of Q2 2025.
  • Blue Oak Capital bought 67 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $3.83K.
  • JPMorgan US Quality Factor ETF made up 0.26% of Blue Oak Capital's portfolio in Q2 2025, its #44 holding.
  • Blue Oak Capital first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's JPMorgan US Quality Factor ETF position peaked at $540K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.