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

MorganRosel 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 		$5.63M Buy
77,894
+2,106
+3% +$143K 1.9% 15
2026
Q1 		$4.65M Sell
75,788
-45,106
-37% -$2.86M 1.83% 19
2025
Q4 		$7.64M Buy
120,894
+6,863
+6% +$431K 1.91% 19
2025
Q3 		$7.17M Buy
114,031
+2,842
+3% +$174K 1.86% 19
2025
Q2 		$6.68M Sell
111,189
-4,781
-4% -$273K 1.82% 18
2025
Q1 		$6.55M Buy
115,970
+3,740
+3% +$218K 1.99% 16
2024
Q4 		$6.43M Sell
112,230
-1,629
-1% -$94.4K 2.11% 16
2024
Q3 		$6.44M Buy
113,859
+1,415
+1% +$76.8K 2.12% 15
2024
Q2 		$5.95M Buy
112,444
+5,767
+5% +$298K 2.1% 16
2024
Q1 		$5.64M Sell
106,677
-4,861
-4% -$245K 2.01% 16
2023
Q4 		$5.34M Buy
111,538
+549
+0.5% +$24.6K 2.06% 15
2023
Q3 		$4.8M Buy
110,989
+3,981
+4% +$178K 2% 15
2023
Q2 		$4.74M Buy
107,008
+22,648
+27% +$953K 1.93% 15
2023
Q1 		$3.48M Buy
84,360
+46,431
+122% +$1.86M 1.48% 17
2022
Q4 		$1.47M Buy
+37,929
New +$1.46M 0.68% 24

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

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

MorganRosel Wealth Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 2.8% in Q2 2026, buying an estimated $143K and bringing the position to 77,894 shares worth $5.63M. The position accounts for 1.9% of the portfolio, ranked #15.

MorganRosel Wealth Management first reported a position in JQUA in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.64M in Q4 2025. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • MorganRosel Wealth Management held 77,894 shares of JPMorgan US Quality Factor ETF worth $5.63M as of Q2 2026.
  • MorganRosel Wealth Management bought 2,106 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $143K.
  • JPMorgan US Quality Factor ETF made up 1.9% of MorganRosel Wealth Management's portfolio in Q2 2026, its #15 holding.
  • MorganRosel Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • MorganRosel Wealth Management's JPMorgan US Quality Factor ETF position peaked at $7.64M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

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