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

Diversify 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	$2.37M	Sell	32,971 -9,220	-22%	-$627K	0.04%	351
2026 Q1	$2.77M	Buy	+42,191	New	+$2.68M	0.05%	284
2025 Q3	–	Sell	-3,529	Closed	-$216K	–	554
2025 Q2	$216K	Sell	3,529 -2,533	-42%	-$145K	0.01%	509
2025 Q1	$339K	Sell	6,062 -876	-13%	-$51.2K	0.03%	421
2024 Q4	$393K	Sell	6,938 -3,756	-35%	-$218K	0.03%	386
2024 Q3	$606K	Sell	10,694 -1,627	-13%	-$88.3K	0.06%	278
2024 Q2	$632K	Buy	+12,321	New	+$638K	0.08%	226

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

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

Diversify Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 22% in Q2 2026, selling an estimated $627K and leaving 32,971 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #351.

Diversify Wealth Management first reported a position in JQUA in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.77M in Q1 2026. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Diversify Wealth Management held 32,971 shares of JPMorgan US Quality Factor ETF worth $2.37M as of Q2 2026.
Diversify Wealth Management sold 9,220 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $627K.
JPMorgan US Quality Factor ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #351 holding.
Diversify Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 7 quarters since.
Diversify Wealth Management's JPMorgan US Quality Factor ETF position peaked at $2.77M in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.