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

Merit 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	$6.33M	Sell	87,549 -41,088	-32%	-$2.79M	0.04%	369
2026 Q1	$7.89M	Sell	128,637 -14,441	-10%	-$917K	0.06%	279
2025 Q4	$9.04M	Sell	143,078 -8,047	-5%	-$505K	0.07%	218
2025 Q3	$9.51M	Sell	151,125 -6,619	-4%	-$406K	0.09%	179
2025 Q2	$9.47M	Buy	157,744 +105,965	+205%	+$6.06M	0.11%	153
2025 Q1	$2.92M	Buy	51,779 +4,278	+9%	+$250K	0.04%	332
2024 Q4	$2.72M	Sell	47,501 -12,621	-21%	-$731K	0.05%	297
2024 Q3	$3.4M	Sell	60,122 -15,221	-20%	-$826K	0.08%	205
2024 Q2	$3.99M	Buy	75,343 +3,940	+6%	+$204K	0.09%	172
2024 Q1	$3.62M	Buy	+71,403	New	+$3.61M	0.09%	179
2023 Q1	–	Sell	-11,576	Closed	-$449K	–	678
2022 Q4	$449K	Buy	+11,576	New	+$444K	0.02%	444

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

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

Merit Financial Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 32% in Q2 2026, selling an estimated $2.79M and leaving 87,549 shares worth $6.33M. The position accounts for 0.04% of the portfolio, ranked #369.

Merit Financial Group first reported a position in JQUA in Q4 2022 and has held it in 11 quarters since. The position peaked at $9.51M in Q3 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Merit Financial Group held 87,549 shares of JPMorgan US Quality Factor ETF worth $6.33M as of Q2 2026.
Merit Financial Group sold 41,088 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $2.79M.
JPMorgan US Quality Factor ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #369 holding.
Merit Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 11 quarters since.
Merit Financial Group's JPMorgan US Quality Factor ETF position peaked at $9.51M in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.