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

Horizon 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	$571K	Hold	7,901	–	–	0.07%	86
2026 Q1	$484K	Hold	7,901	–	–	0.07%	87
2025 Q4	$499K	Hold	7,901	–	–	0.08%	75
2025 Q3	$497K	Hold	7,901	–	–	0.07%	72
2025 Q2	$474K	Hold	7,901	–	–	0.08%	61
2025 Q1	$446K	Hold	7,901	–	–	0.08%	57
2024 Q4	$452K	Buy	+7,901	New	+$458K	0.08%	55

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Horizon Wealth Management held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 7,901 shares worth $571K. The position accounts for 0.07% of the portfolio, ranked #86.

Horizon Wealth Management first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Horizon Wealth Management held 7,901 shares of JPMorgan US Quality Factor ETF worth $571K as of Q2 2026.
Horizon Wealth Management left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.07% of Horizon Wealth Management's portfolio in Q2 2026, its #86 holding.
Horizon Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.