IWC
JQUA icon

Integrated Wealth Concepts’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Integrated Wealth Concepts’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 		$12.9M Buy
179,045
+6,146
+4% +$418K 0.06% 278
2026
Q1 		$10.6M Buy
172,899
+148,405
+606% +$9.42M 0.08% 240
2025
Q4 		$1.55M Sell
24,494
-146,948
-86% -$9.23M 0.02% 600
2025
Q3 		$10.8M Buy
171,442
+140,983
+463% +$8.65M 0.1% 200
2025
Q2 		$1.83M Buy
30,459
+4
+0% +$229 0.02% 644
2025
Q1 		$1.72M Sell
30,455
-400
-1% -$23.4K 0.02% 615
2024
Q4 		$1.77M Buy
30,855
+7,686
+33% +$445K 0.02% 603
2024
Q3 		$1.31M Sell
23,169
-19,968
-46% -$1.08M 0.02% 699
2024
Q2 		$2.28M Sell
43,137
-9,371
-18% -$485K 0.03% 474
2024
Q1 		$2.78M Sell
52,508
-21,062
-29% -$1.06M 0.04% 405
2023
Q4 		$3.52M Buy
73,570
+42,141
+134% +$1.89M 0.06% 309
2023
Q3 		$1.36M Buy
+31,429
New +$1.4M 0.02% 572

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

Integrated Wealth Concepts's JQUA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan US Quality Factor ETF (JQUA) stake by 3.6% in Q2 2026, buying an estimated $418K and bringing the position to 179,045 shares worth $12.9M. The position accounts for 0.06% of the portfolio, ranked #278.

Integrated Wealth Concepts first reported a position in JQUA in Q3 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Integrated Wealth Concepts held 179,045 shares of JPMorgan US Quality Factor ETF worth $12.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,146 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $418K.
  • JPMorgan US Quality Factor ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #278 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.