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

Sanchez Wealth Management 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	$27.1M	Buy	375,076 +11,040	+3%	+$751K	4.75%	10
2026 Q1	$22.3M	Buy	364,036 +6,372	+2%	+$404K	4.83%	10
2025 Q4	$22.6M	Buy	357,664 +34,504	+11%	+$2.17M	4.83%	10
2025 Q3	$20.3M	Buy	323,160 +11,622	+4%	+$713K	4.51%	10
2025 Q2	$18.7M	Buy	311,538 +13,923	+5%	+$796K	4.51%	10
2025 Q1	$16.8M	Buy	297,615 +16,775	+6%	+$980K	4.56%	10
2024 Q4	$16.1M	Buy	280,840 +9,767	+4%	+$566K	4.39%	10
2024 Q3	$15.3M	Buy	271,073 +12,430	+5%	+$675K	4.67%	10
2024 Q2	$13.7M	Buy	258,643 +8,345	+3%	+$432K	4.44%	11
2024 Q1	$13.2M	Buy	+250,298	New	+$12.6M	4.48%	11

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

Sanchez Wealth Management Group's JQUA Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 3% in Q2 2026, buying an estimated $751K and bringing the position to 375,076 shares worth $27.1M. The position accounts for 4.75% of the portfolio, ranked #10.

Sanchez Wealth Management Group first reported a position in JQUA in Q1 2024 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Sanchez Wealth Management Group held 375,076 shares of JPMorgan US Quality Factor ETF worth $27.1M as of Q2 2026.
Sanchez Wealth Management Group bought 11,040 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $751K.
JPMorgan US Quality Factor ETF made up 4.75% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #10 holding.
Sanchez Wealth Management Group first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.