PG
JQUA icon

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

Patten 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 		$729K Buy
10,079
+226
+2% +$15.4K 0.11% 183
2026
Q1 		$604K Sell
9,853
-11
-0.1% -$698 0.11% 180
2025
Q4 		$623K Sell
9,864
-63
-0.6% -$3.96K 0.12% 172
2025
Q3 		$625K Buy
9,927
+243
+3% +$14.9K 0.12% 164
2025
Q2 		$582K Buy
9,684
+1,021
+12% +$58.3K 0.12% 160
2025
Q1 		$489K Sell
8,663
-425
-5% -$24.8K 0.11% 177
2024
Q4 		$520K Buy
9,088
+74
+0.8% +$4.29K 0.12% 177
2024
Q3 		$510K Buy
9,014
+366
+4% +$19.9K 0.11% 172
2024
Q2 		$458K Buy
8,648
+1,646
+24% +$85.2K 0.11% 173
2024
Q1 		$370K Buy
+7,002
New +$354K 0.09% 197

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

Patten Group's JQUA Position: Q2 2026 in Review

Patten Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 2.3% in Q2 2026, buying an estimated $15.4K and bringing the position to 10,079 shares worth $729K. The position accounts for 0.11% of the portfolio, ranked #183.

Patten Group first reported a position in JQUA in Q1 2024 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Patten Group held 10,079 shares of JPMorgan US Quality Factor ETF worth $729K as of Q2 2026.
  • Patten Group bought 226 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $15.4K.
  • JPMorgan US Quality Factor ETF made up 0.11% of Patten Group's portfolio in Q2 2026, its #183 holding.
  • Patten Group first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.