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

MBL 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	$434K	Hold	6,000	–	–	0.03%	234
2026 Q1	$368K	Hold	6,000	–	–	0.03%	232
2025 Q4	$379K	Hold	6,000	–	–	0.03%	210
2025 Q3	$377K	Hold	6,000	–	–	0.03%	180
2025 Q2	$360K	Hold	6,000	–	–	0.03%	172
2025 Q1	$339K	Hold	6,000	–	–	0.03%	169
2024 Q4	$344K	Hold	6,000	–	–	0.03%	159
2024 Q3	$339K	Hold	6,000	–	–	0.04%	154
2024 Q2	$318K	Hold	6,000	–	–	0.04%	158
2024 Q1	$317K	Hold	6,000	–	–	0.04%	151
2023 Q4	$287K	Sell	6,000 -52	-0.9%	-$2.33K	0.04%	140
2023 Q3	$262K	Sell	6,052 -448	-7%	-$20K	0.04%	146
2023 Q2	$288K	Buy	+6,500	New	+$274K	0.04%	139

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

MBL Wealth's JQUA Position: Q2 2026 in Review

MBL Wealth held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 6,000 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #234.

MBL Wealth first reported a position in JQUA in Q2 2023 and has held it in 13 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

MBL Wealth held 6,000 shares of JPMorgan US Quality Factor ETF worth $434K as of Q2 2026.
MBL Wealth left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #234 holding.
MBL Wealth first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.