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Blue Trust Inc’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Blue Trust Inc’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 		$7.35M Buy
101,707
+3,745
+4% +$255K 0.08% 77
2026
Q1 		$6.01M Buy
97,962
+10,709
+12% +$680K 0.07% 83
2025
Q4 		$5.51M Sell
87,253
-9,172
-10% -$576K 0.06% 91
2025
Q3 		$6.07M Sell
96,425
-945
-1% -$58K 0.07% 89
2025
Q2 		$5.85M Buy
97,370
+1,819
+2% +$104K 0.07% 90
2025
Q1 		$5.4M Sell
95,551
-8,981
-9% -$525K 0.07% 85
2024
Q4 		$5.99M Buy
104,532
+59,767
+134% +$3.46M 0.08% 83
2024
Q3 		$2.37M Buy
44,765
+3,141
+8% +$170K 0.03% 134
2024
Q2 		$2.2M Hold
41,624
– – 0.03% 125
2024
Q1 		$2.2M Sell
41,624
-11,386
-21% -$575K 0.03% 108
2023
Q4 		$2.29M Sell
53,010
-7,963
-13% -$358K 0.04% 96
2023
Q3 		$2.7M Buy
60,973
+18,753
+44% +$837K 0.04% 92
2023
Q2 		$1.74M Buy
42,220
+3,074
+8% +$129K 0.03% 115
2023
Q1 		$1.52M Buy
39,146
+21,861
+126% +$878K 0.02% 155
2022
Q4 		$606K Buy
17,285
+8,396
+94% +$322K 0.01% 223
2022
Q3 		$331K Buy
+8,889
New +$343K 0.01% 257

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

Blue Trust Inc's JQUA Position: Q2 2026 in Review

Blue Trust Inc increased its JPMorgan US Quality Factor ETF (JQUA) stake by 3.8% in Q2 2026, buying an estimated $255K and bringing the position to 101,707 shares worth $7.35M. The position accounts for 0.08% of the portfolio, ranked #77.

Blue Trust Inc first reported a position in JQUA in Q3 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Blue Trust Inc held 101,707 shares of JPMorgan US Quality Factor ETF worth $7.35M as of Q2 2026.
  • Blue Trust Inc bought 3,745 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $255K.
  • JPMorgan US Quality Factor ETF made up 0.08% of Blue Trust Inc's portfolio in Q2 2026, its #77 holding.
  • Blue Trust Inc first reported a position in JPMorgan US Quality Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.