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

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

Lockerman Financial Group's JQUA Position: Q2 2026 in Review

Lockerman Financial Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.47% in Q2 2026, buying an estimated $1.9K and bringing the position to 6,042 shares worth $437K. The position accounts for 0.67% of the portfolio, ranked #42.

Lockerman Financial Group first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Lockerman Financial Group held 6,042 shares of JPMorgan US Quality Factor ETF worth $437K as of Q2 2026.
Lockerman Financial Group bought 28 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $1.9K.
JPMorgan US Quality Factor ETF made up 0.67% of Lockerman Financial Group's portfolio in Q2 2026, its #42 holding.
Lockerman Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.