IRON Financial’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

IRON Financial’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	$1.27M	Sell	17,534 -4	-0%	-$272	0.52%	40
2026 Q1	$1.08M	Buy	17,538 +515	+3%	+$32.7K	0.47%	40
2025 Q4	$1.08M	Sell	17,023 -1,013	-6%	-$63.6K	0.49%	36
2025 Q3	$1.13M	Sell	18,036 -218	-1%	-$13.4K	0.54%	33
2025 Q2	$1.1M	Buy	18,254 +8,786	+93%	+$502K	0.57%	34
2025 Q1	$535K	Buy	+9,468	New	+$553K	0.3%	54

Other funds holding JQUA

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IRON Financial's JQUA Position: Q2 2026 in Review

IRON Financial reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.02% in Q2 2026, selling an estimated $272 and leaving 17,534 shares worth $1.27M. The position accounts for 0.52% of the portfolio, ranked #40.

IRON Financial first reported a position in JQUA in Q1 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

IRON Financial held 17,534 shares of JPMorgan US Quality Factor ETF worth $1.27M as of Q2 2026.
IRON Financial sold 4 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $272.
JPMorgan US Quality Factor ETF made up 0.52% of IRON Financial's portfolio in Q2 2026, its #40 holding.
IRON Financial first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
251 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.