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

Lockerman Financial Group’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	$437K	Buy	6,042 +28	+0.5%	+$1.9K	0.67%	42
2026 Q1	$369K	Buy	6,014 +6	+0.1%	+$381	0.66%	46
2025 Q4	$380K	Buy	6,008 +84	+1%	+$5.28K	0.73%	43
2025 Q3	$373K	Buy	5,924 +6	+0.1%	+$368	0.47%	61
2025 Q2	$355K	Buy	5,918 +17	+0.3%	+$971	0.48%	69
2025 Q1	$333K	Buy	5,901 +89	+2%	+$5.2K	0.5%	66
2024 Q4	$333K	Buy	+5,812	New	+$337K	0.57%	54

Other funds holding JQUA

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return