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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

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 177 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.
  • 177 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.