Burton Enright Welch’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Burton Enright Welch’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	$5.79M	Sell	80,157 -741	-0.9%	-$50.4K	0.68%	21
2026 Q1	$4.96M	Buy	80,898 +10,655	+15%	+$676K	0.67%	21
2025 Q4	$4.44M	Sell	70,243 -252	-0.4%	-$15.8K	0.62%	21
2025 Q3	$4.43M	Sell	70,495 -613	-0.9%	-$37.6K	0.67%	20
2025 Q2	$4.27M	Sell	71,108 -3,878	-5%	-$222K	0.74%	20
2025 Q1	$4.23M	Buy	74,986 +17,338	+30%	+$1.01M	0.86%	18
2024 Q4	$3.3M	Sell	57,648 -408	-0.7%	-$23.6K	0.69%	21
2024 Q3	$3.28M	Buy	58,056 +12,238	+27%	+$664K	0.7%	20
2024 Q2	$2.43M	Buy	45,818 +1,230	+3%	+$63.7K	0.56%	25
2024 Q1	$2.36M	Sell	44,588 -426	-0.9%	-$21.5K	0.57%	24
2023 Q4	$2.15M	Buy	+45,014	New	+$2.02M	0.58%	23

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Burton Enright Welch's JQUA Position: Q2 2026 in Review

Burton Enright Welch reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.92% in Q2 2026, selling an estimated $50.4K and leaving 80,157 shares worth $5.79M. The position accounts for 0.68% of the portfolio, ranked #21.

Burton Enright Welch first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Burton Enright Welch held 80,157 shares of JPMorgan US Quality Factor ETF worth $5.79M as of Q2 2026.
Burton Enright Welch sold 741 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $50.4K.
JPMorgan US Quality Factor ETF made up 0.68% of Burton Enright Welch's portfolio in Q2 2026, its #21 holding.
Burton Enright Welch first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.