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

Heirloom 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 		– Sell
-22,918
Closed -$1.41M – 78
2026
Q1 		$1.41M Buy
+22,918
New +$1.45M 0.25% 41

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

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

Heirloom Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2026, closing a stake of 22,918 shares — an estimated $1.41M sold.

Heirloom Wealth Management first reported a position in JQUA in Q1 2026 and held it in 1 quarter. The position peaked at $1.41M in Q1 2026. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Heirloom Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 22,918 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $1.41M.
  • Heirloom Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's JPMorgan US Quality Factor ETF position peaked at $1.41M in Q1 2026.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.