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

Linscomb Wealth’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 		$5.86M Buy
81,065
+1,834
+2% +$125K 0.25% 83
2026
Q1 		$4.86M Buy
79,231
+3,481
+5% +$221K 0.22% 94
2025
Q4 		$4.79M Buy
75,750
+2,201
+3% +$138K 0.2% 101
2025
Q3 		$4.63M Buy
73,549
+6,287
+9% +$386K 0.2% 103
2025
Q2 		$4.04M Buy
67,262
+2,054
+3% +$117K 0.19% 106
2025
Q1 		$3.68M Buy
+65,208
New +$3.81M 0.18% 110

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

Linscomb Wealth's JQUA Position: Q2 2026 in Review

Linscomb Wealth increased its JPMorgan US Quality Factor ETF (JQUA) stake by 2.3% in Q2 2026, buying an estimated $125K and bringing the position to 81,065 shares worth $5.86M. The position accounts for 0.25% of the portfolio, ranked #83.

Linscomb Wealth first reported a position in JQUA in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Linscomb Wealth held 81,065 shares of JPMorgan US Quality Factor ETF worth $5.86M as of Q2 2026.
  • Linscomb Wealth bought 1,834 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $125K.
  • JPMorgan US Quality Factor ETF made up 0.25% of Linscomb Wealth's portfolio in Q2 2026, its #83 holding.
  • Linscomb Wealth first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.