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Essex Financial Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Essex Financial Services’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 		$391K Hold
5,415
– – 0.02% 565
2026
Q1 		$332K Hold
5,415
– – 0.02% 577
2025
Q4 		$342K Hold
5,415
– – 0.02% 559
2025
Q3 		$341K Hold
5,415
– – 0.02% 538
2025
Q2 		$325K Hold
5,415
– – 0.02% 524
2025
Q1 		$306K Buy
5,415
+1,700
+46% +$99.3K 0.02% 488
2024
Q4 		$213K Buy
+3,715
New +$215K 0.02% 588

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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Essex Financial Services's JQUA Position: Q2 2026 in Review

Essex Financial Services held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 5,415 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #565.

Essex Financial Services first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Essex Financial Services held 5,415 shares of JPMorgan US Quality Factor ETF worth $391K as of Q2 2026.
  • Essex Financial Services left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Quality Factor ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #565 holding.
  • Essex Financial Services first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 383 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.