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

Regimen 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	$228K	Buy	+3,154	New	+$214K	0.06%	69
2026 Q1	–	Sell	-3,351	Closed	-$212K	–	76
2025 Q4	$212K	Buy	3,351 +13	+0.4%	+$816	0.06%	76
2025 Q3	$210K	Buy	+3,338	New	+$205K	0.06%	74
2025 Q2	–	Sell	-3,765	Closed	-$213K	–	76
2025 Q1	$213K	Buy	3,765 +10	+0.3%	+$584	0.07%	63
2024 Q4	$215K	Buy	3,755 +15	+0.4%	+$869	0.07%	63
2024 Q3	$212K	Buy	+3,740	New	+$203K	0.07%	64
2024 Q2	–	Sell	-3,920	Closed	-$207K	–	66
2024 Q1	$207K	Sell	3,920 -1,601	-29%	-$80.8K	0.07%	60
2023 Q4	$264K	Buy	+5,521	New	+$248K	0.1%	53

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

Regimen Wealth's JQUA Position: Q2 2026 in Review

Regimen Wealth opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 3,154 shares worth $228K. The stake represents 0.06% of the portfolio and ranks #69 among its holdings. This is a return to the name: Regimen Wealth previously reported a position in JQUA as recently as Q4 2025.

Regimen Wealth first reported a position in JQUA in Q4 2023 and has held it in 8 quarters since. The position peaked at $264K in Q4 2023. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Regimen Wealth held 3,154 shares of JPMorgan US Quality Factor ETF worth $228K as of Q2 2026.
JPMorgan US Quality Factor ETF was a new Regimen Wealth position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.06% of Regimen Wealth's portfolio in Q2 2026, its #69 holding.
Regimen Wealth first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 8 quarters since.
Regimen Wealth's JPMorgan US Quality Factor ETF position peaked at $264K in Q4 2023.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.