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Fulcrum Capital’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Fulcrum Capital’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 		$5.66M Buy
78,266
+1,900
+2% +$129K 1.15% 27
2026
Q1 		$4.68M Buy
76,366
+1,490
+2% +$94.6K 1.02% 33
2025
Q4 		$4.73M Buy
74,876
+431
+0.6% +$27.1K 0.95% 33
2025
Q3 		$4.68M Sell
74,445
-6,497
-8% -$399K 0.96% 35
2025
Q2 		$4.86M Buy
80,942
+7,221
+10% +$413K 1.03% 33
2025
Q1 		$4.16M Buy
73,721
+2,317
+3% +$135K 0.92% 34
2024
Q4 		$4.09M Buy
71,404
+10,547
+17% +$611K 0.86% 36
2024
Q3 		$3.44M Buy
+60,857
New +$3.3M 0.75% 35

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

Fulcrum Capital's JQUA Position: Q2 2026 in Review

Fulcrum Capital increased its JPMorgan US Quality Factor ETF (JQUA) stake by 2.5% in Q2 2026, buying an estimated $129K and bringing the position to 78,266 shares worth $5.66M. The position accounts for 1.15% of the portfolio, ranked #27.

Fulcrum Capital first reported a position in JQUA in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Fulcrum Capital held 78,266 shares of JPMorgan US Quality Factor ETF worth $5.66M as of Q2 2026.
  • Fulcrum Capital bought 1,900 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $129K.
  • JPMorgan US Quality Factor ETF made up 1.15% of Fulcrum Capital's portfolio in Q2 2026, its #27 holding.
  • Fulcrum Capital first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.