BXM Wealth
JQUA icon

BXM Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

BXM Wealth’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 		$820K Hold
11,105
– – 0.44% 59
2026
Q2 		$803K Buy
+11,105
New +$755K 0.44% 57
2026
Q1 		– Sell
-34,225
Closed -$27.3K – 141
2025
Q4 		$27.3K Buy
+34,225
New +$2.15M 0.02% 132
2025
Q2 		– Sell
-12,535
Closed -$707K – 114
2025
Q1 		$707K Buy
+12,535
New +$732K 0.85% 35

Other funds holding JQUA

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

BXM Wealth's JQUA Position: Q3 2026 in Review

BXM Wealth held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q3 2026 at 11,105 shares worth $820K. The position accounts for 0.44% of the portfolio, ranked #59.

BXM Wealth first reported a position in JQUA in Q1 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

  • BXM Wealth held 11,105 shares of JPMorgan US Quality Factor ETF worth $820K as of Q3 2026.
  • BXM Wealth left its JPMorgan US Quality Factor ETF share count unchanged in Q3 2026.
  • JPMorgan US Quality Factor ETF made up 0.44% of BXM Wealth's portfolio in Q3 2026, its #59 holding.
  • BXM Wealth first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on BXM Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.