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

Merited 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 		$352K Hold
4,869
– – 0.25% 61
2026
Q1 		$299K Hold
4,869
– – 0.25% 68
2025
Q4 		$308K Buy
+4,869
New +$306K 0.29% 66

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Merited Wealth's JQUA Position: Q2 2026 in Review

Merited Wealth held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 4,869 shares worth $352K. The position accounts for 0.25% of the portfolio, ranked #61.

Merited Wealth first reported a position in JQUA in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Merited Wealth held 4,869 shares of JPMorgan US Quality Factor ETF worth $352K as of Q2 2026.
  • Merited Wealth left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Quality Factor ETF made up 0.25% of Merited Wealth's portfolio in Q2 2026, its #61 holding.
  • Merited Wealth first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.