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

CCG Wealth Management’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 		$375K Hold
5,185
– – 0.09% 105
2026
Q1 		$318K Buy
5,185
+432
+9% +$27.4K 0.09% 108
2025
Q4 		$300K Buy
+4,753
New +$299K 0.13% 79

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

CCG Wealth Management's JQUA Position: Q2 2026 in Review

CCG Wealth Management held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 5,185 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #105.

CCG Wealth Management first reported a position in JQUA in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • CCG Wealth Management held 5,185 shares of JPMorgan US Quality Factor ETF worth $375K as of Q2 2026.
  • CCG Wealth Management left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Quality Factor ETF made up 0.09% of CCG Wealth Management's portfolio in Q2 2026, its #105 holding.
  • CCG Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.