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

MN Wealth Advisors’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 		$410K Sell
5,677
-515
-8% -$35K 0.17% 88
2026
Q1 		$380K Sell
6,192
-10
-0.2% -$635 0.18% 87
2025
Q4 		$392K Sell
6,202
-100
-2% -$6.28K 0.2% 77
2025
Q3 		$396K Sell
6,302
-178
-3% -$10.9K 0.21% 80
2025
Q2 		$389K Buy
6,480
+304
+5% +$17.4K 0.23% 80
2025
Q1 		$349K Buy
6,176
+600
+11% +$35K 0.2% 81
2024
Q4 		$319K Sell
5,576
-1,623
-23% -$94.1K 0.18% 78
2024
Q3 		$407K Sell
7,199
-43,547
-86% -$2.36M 0.23% 66
2024
Q2 		$2.69M Sell
50,746
-39,914
-44% -$2.07M 1.56% 16
2024
Q1 		$4.79M Sell
90,660
-8,108
-8% -$409K 2.97% 9
2023
Q4 		$4.73M Buy
+98,768
New +$4.43M 3.26% 9

Other funds holding JQUA

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MN Wealth Advisors's JQUA Position: Q2 2026 in Review

MN Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 8.3% in Q2 2026, selling an estimated $35K and leaving 5,677 shares worth $410K. The position accounts for 0.17% of the portfolio, ranked #88.

MN Wealth Advisors first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.79M in Q1 2024. 169 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • MN Wealth Advisors held 5,677 shares of JPMorgan US Quality Factor ETF worth $410K as of Q2 2026.
  • MN Wealth Advisors sold 515 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $35K.
  • JPMorgan US Quality Factor ETF made up 0.17% of MN Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • MN Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $4.79M in Q1 2024.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.