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

MBE 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	$215K	Buy	+2,974	New	+$202K	0.08%	152
2024 Q4	–	Sell	-17,209	Closed	-$974K	–	104
2024 Q3	$974K	Sell	17,209 -1,964	-10%	-$107K	0.54%	29
2024 Q2	$1.02M	Buy	19,173 +77	+0.4%	+$3.98K	0.61%	25
2024 Q1	$1.01M	Sell	19,096 -8,577	-31%	-$433K	0.62%	27
2023 Q4	$1.32M	Sell	27,673 -2,167	-7%	-$97.3K	0.68%	18
2023 Q3	$1.29M	Buy	29,840 +1,639	+6%	+$73.1K	0.74%	18
2023 Q2	$1.25M	Sell	28,201 -483	-2%	-$20.3K	0.67%	21
2023 Q1	$1.18M	Buy	+28,684	New	+$1.15M	0.7%	18

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

MBE Wealth Management's JQUA Position: Q2 2026 in Review

MBE Wealth Management opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 2,974 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #152 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in JQUA as recently as Q3 2024.

MBE Wealth Management first reported a position in JQUA in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.32M in Q4 2023. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

MBE Wealth Management held 2,974 shares of JPMorgan US Quality Factor ETF worth $215K as of Q2 2026.
JPMorgan US Quality Factor ETF was a new MBE Wealth Management position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.08% of MBE Wealth Management's portfolio in Q2 2026, its #152 holding.
MBE Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and has held it in 8 quarters since.
MBE Wealth Management's JPMorgan US Quality Factor ETF position peaked at $1.32M in Q4 2023.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.