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JQUA icon

Roxbury Financial’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Roxbury Financial’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 		$23.1K Buy
320
+1
+0.3% +$68 0.02% 254
2026
Q1 		$19.6K Buy
319
+1
+0.3% +$63 0.02% 254
2025
Q4 		$20.1K Buy
318
+1
+0.3% +$63 0.02% 257
2025
Q3 		$19.9K Buy
317
+1
+0.3% +$61 0.02% 250
2025
Q2 		$19K Buy
316
+2
+0.6% +$114 0.02% 249
2025
Q1 		$18.6K Buy
314
+2
+0.6% +$117 0.02% 250
2024
Q4 		$18.7K Buy
+312
New +$18.1K 0.02% 255

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

Roxbury Financial's JQUA Position: Q2 2026 in Review

Roxbury Financial increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.31% in Q2 2026, buying an estimated $68 and bringing the position to 320 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #254.

Roxbury Financial first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Roxbury Financial held 320 shares of JPMorgan US Quality Factor ETF worth $23.1K as of Q2 2026.
  • Roxbury Financial bought 1 JPMorgan US Quality Factor ETF share in Q2 2026, an estimated $68.
  • JPMorgan US Quality Factor ETF made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #254 holding.
  • Roxbury Financial first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.