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

Modern Wealth 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	$17.2M	Sell	237,625 -247	-0.1%	-$16.8K	0.2%	127
2026 Q1	$14.6M	Buy	237,872 +3,420	+1%	+$217K	0.25%	99
2025 Q4	$14.8M	Buy	234,452 +2,004	+0.9%	+$126K	0.27%	90
2025 Q3	$14.6M	Buy	232,448 +2,758	+1%	+$169K	0.29%	90
2025 Q2	$13.8M	Buy	229,690 +31,633	+16%	+$1.81M	0.34%	72
2025 Q1	$11.2M	Buy	198,057 +32,762	+20%	+$1.91M	0.36%	66
2024 Q4	$9.47M	Buy	165,295 +10,476	+7%	+$607K	0.35%	66
2024 Q3	$8.76M	Sell	154,819 -9,371	-6%	-$509K	0.54%	38
2024 Q2	$8.69M	Buy	164,190 +24,534	+18%	+$1.27M	0.64%	31
2024 Q1	$7.38M	Buy	+139,656	New	+$7.05M	0.69%	24

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

Modern Wealth Management's JQUA Position: Q2 2026 in Review

Modern Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.1% in Q2 2026, selling an estimated $16.8K and leaving 237,625 shares worth $17.2M. The position accounts for 0.2% of the portfolio, ranked #127.

Modern Wealth Management first reported a position in JQUA in Q1 2024 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Modern Wealth Management held 237,625 shares of JPMorgan US Quality Factor ETF worth $17.2M as of Q2 2026.
Modern Wealth Management sold 247 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $16.8K.
JPMorgan US Quality Factor ETF made up 0.2% of Modern Wealth Management's portfolio in Q2 2026, its #127 holding.
Modern Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

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