Mendel Money Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Mendel Money 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	$1.39M	Buy	19,176 +916	+5%	+$62.3K	0.51%	61
2026 Q1	$1.12M	Sell	18,260 -1,645	-8%	-$104K	0.47%	69
2025 Q4	$1.26M	Buy	19,905 +496	+3%	+$31.2K	0.53%	56
2025 Q3	$1.22M	Buy	19,409 +42	+0.2%	+$2.58K	0.51%	56
2025 Q2	$1.16M	Buy	19,367 +83	+0.4%	+$4.74K	0.52%	56
2025 Q1	$1.09M	Buy	19,284 +782	+4%	+$45.7K	0.52%	57
2024 Q4	$1.06M	Buy	18,502 +1,800	+11%	+$104K	0.47%	58
2024 Q3	$945K	Buy	16,702 +3,432	+26%	+$186K	0.41%	64
2024 Q2	$703K	Buy	13,270 +649	+5%	+$33.6K	0.33%	72
2024 Q1	$667K	Buy	12,621 +1,616	+15%	+$81.6K	0.31%	74
2023 Q4	$527K	Buy	11,005 +531	+5%	+$23.8K	0.25%	81
2023 Q3	$453K	Buy	10,474 +270	+3%	+$12K	0.24%	82
2023 Q2	$452K	Buy	10,204 +602	+6%	+$25.3K	0.23%	82
2023 Q1	$396K	Buy	9,602 +750	+8%	+$30.1K	0.21%	89
2022 Q4	$343K	Buy	8,852 +920	+12%	+$35.3K	0.2%	97
2022 Q3	$278K	Buy	+7,932	New	+$306K	0.17%	100

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

Mendel Money Management's JQUA Position: Q2 2026 in Review

Mendel Money Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 5% in Q2 2026, buying an estimated $62.3K and bringing the position to 19,176 shares worth $1.39M. The position accounts for 0.51% of the portfolio, ranked #61.

Mendel Money Management first reported a position in JQUA in Q3 2022 and has held it in 16 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Mendel Money Management held 19,176 shares of JPMorgan US Quality Factor ETF worth $1.39M as of Q2 2026.
Mendel Money Management bought 916 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $62.3K.
JPMorgan US Quality Factor ETF made up 0.51% of Mendel Money Management's portfolio in Q2 2026, its #61 holding.
Mendel Money Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2022 and has held it in 16 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.