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

Enzi 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 		$1.98M Sell
27,400
-1,069
-4% -$72.7K 0.63% 23
2026
Q1 		$1.75M Sell
28,469
-4,450
-14% -$282K 0.61% 22
2025
Q4 		$2.12M Sell
32,919
-105,695
-76% -$6.64M 0.75% 21
2025
Q3 		$8.57M Buy
138,614
+453
+0.3% +$27.8K 3.01% 12
2025
Q2 		$8.3M Sell
138,161
-984
-0.7% -$56.2K 3.04% 12
2025
Q1 		$7.68M Buy
139,145
+2,574
+2% +$150K 3.11% 12
2024
Q4 		$8.09M Buy
136,571
+2,768
+2% +$160K 3.08% 12
2024
Q3 		$7.72M Buy
133,803
+5,991
+5% +$325K 3.02% 11
2024
Q2 		$6.82M Buy
127,812
+1,038
+0.8% +$53.7K 3% 11
2024
Q1 		$6.39M Sell
126,774
-8,078
-6% -$408K 3% 11
2023
Q4 		$6.77M Buy
134,852
+12,787
+10% +$574K 3.25% 11
2023
Q3 		$5.33M Buy
122,065
+67,299
+123% +$3M 2.83% 11
2023
Q2 		$2.46M Buy
+54,766
New +$2.3M 1.25% 13

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

Enzi Wealth's JQUA Position: Q2 2026 in Review

Enzi Wealth reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 3.8% in Q2 2026, selling an estimated $72.7K and leaving 27,400 shares worth $1.98M. The position accounts for 0.63% of the portfolio, ranked #23.

Enzi Wealth first reported a position in JQUA in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.57M in Q3 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Enzi Wealth held 27,400 shares of JPMorgan US Quality Factor ETF worth $1.98M as of Q2 2026.
  • Enzi Wealth sold 1,069 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $72.7K.
  • JPMorgan US Quality Factor ETF made up 0.63% of Enzi Wealth's portfolio in Q2 2026, its #23 holding.
  • Enzi Wealth first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • Enzi Wealth's JPMorgan US Quality Factor ETF position peaked at $8.57M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.