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 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 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

BXM Wealth's JQUA Position: Q2 2026 in Review

BXM Wealth opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 11,105 shares worth $803K. The stake represents 0.44% of the portfolio and ranks #57 among its holdings. This is a return to the name: BXM Wealth previously reported a position in JQUA as recently as Q4 2025.

BXM Wealth first reported a position in JQUA in Q1 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

BXM Wealth held 11,105 shares of JPMorgan US Quality Factor ETF worth $803K as of Q2 2026.
JPMorgan US Quality Factor ETF was a new BXM Wealth position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.44% of BXM Wealth's portfolio in Q2 2026, its #57 holding.
BXM Wealth first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 3 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.