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

Jamison Private 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	$606K	Hold	8,383	–	–	0.06%	151
2026 Q1	$514K	Hold	8,383	–	–	0.06%	150
2025 Q4	$530K	Hold	8,383	–	–	0.06%	151
2025 Q3	$527K	Buy	8,383 +23	+0.3%	+$1.41K	0.07%	153
2025 Q2	$502K	Buy	+8,360	New	+$478K	0.07%	148

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

Jamison Private Wealth Management's JQUA Position: Q2 2026 in Review

Jamison Private Wealth Management held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 8,383 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #151.

Jamison Private Wealth Management first reported a position in JQUA in Q2 2025 and has held it in 5 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Jamison Private Wealth Management held 8,383 shares of JPMorgan US Quality Factor ETF worth $606K as of Q2 2026.
Jamison Private Wealth Management left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #151 holding.
Jamison Private Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.