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

Heck Capital Advisors’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
2025 Q2	–	Sell	-725	Closed	-$40.9K	–	226
2025 Q1	$40.9K	Sell	725 -3,009	-81%	-$176K	﹤0.01%	170
2024 Q4	$214K	Sell	3,734 -3,672	-50%	-$213K	0.02%	143
2024 Q3	$419K	Sell	7,406 -60	-0.8%	-$3.26K	0.05%	113
2024 Q2	$395K	Hold	7,466	–	–	0.05%	113
2024 Q1	$395K	Sell	7,466 -5,607	-43%	-$283K	0.06%	104
2023 Q4	$626K	Sell	13,073 -11,223	-46%	-$504K	0.1%	89
2023 Q3	$1.05M	Sell	24,296 -72	-0.3%	-$3.21K	0.19%	75
2023 Q2	$1.08M	Sell	24,368 -6	-0%	-$252	0.19%	69
2023 Q1	$1M	Sell	24,374 -18	-0.1%	-$723	0.19%	62
2022 Q4	$945K	Sell	24,392 -84	-0.3%	-$3.22K	0.18%	66
2022 Q3	$858K	Buy	+24,476	New	+$946K	0.18%	67

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heck Capital Advisors's JQUA Position: Q2 2025 in Review

Heck Capital Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2025, closing a stake of 725 shares — an estimated $40.9K sold.

Heck Capital Advisors first reported a position in JQUA in Q3 2022 and held it in 11 quarters. The position peaked at $1.08M in Q2 2023. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

Heck Capital Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 725 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $40.9K.
Heck Capital Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2022 and held it in 11 quarters.
Heck Capital Advisors's JPMorgan US Quality Factor ETF position peaked at $1.08M in Q2 2023.
401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.