Saratoga Research & Investment Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Saratoga Research & Investment 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	$1.39M	Buy	19,289 +15,883	+466%	+$1.08M	0.08%	29
2026 Q1	$209K	Sell	3,406 -159,036	-98%	-$10.1M	0.01%	44
2025 Q4	$10.3M	Buy	162,442 +158,950	+4,552%	+$9.98M	0.54%	30
2025 Q3	$220K	Sell	3,492 -14,890	-81%	-$914K	0.01%	42
2025 Q2	$1.1M	Buy	18,382 +12,703	+224%	+$726K	0.06%	33
2025 Q1	$321K	Sell	5,679 -125,496	-96%	-$7.33M	0.02%	40
2024 Q4	$7.51M	Buy	+131,175	New	+$7.6M	0.38%	30
2024 Q3	–	Sell	-10,926	Closed	-$579K	–	42
2024 Q2	$579K	Buy	+10,926	New	+$566K	0.03%	35
2024 Q1	–	Sell	-757,534	Closed	-$36.3M	–	46
2023 Q4	$36.3M	Buy	757,534 +752,381	+14,601%	+$33.8M	1.67%	24
2023 Q3	$223K	Buy	+5,153	New	+$230K	0.01%	44
2023 Q1	–	Sell	-118,837	Closed	-$4.6M	–	47
2022 Q4	$4.6M	Buy	+118,837	New	+$4.56M	0.23%	33

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Saratoga Research & Investment Management's JQUA Position: Q2 2026 in Review

Saratoga Research & Investment Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 466% in Q2 2026, buying an estimated $1.08M and bringing the position to 19,289 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #29.

Saratoga Research & Investment Management first reported a position in JQUA in Q4 2022 and has held it in 11 quarters since. The position peaked at $36.3M in Q4 2023. 383 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Saratoga Research & Investment Management held 19,289 shares of JPMorgan US Quality Factor ETF worth $1.39M as of Q2 2026.
Saratoga Research & Investment Management bought 15,883 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $1.08M.
JPMorgan US Quality Factor ETF made up 0.08% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #29 holding.
Saratoga Research & Investment Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 11 quarters since.
Saratoga Research & Investment Management's JPMorgan US Quality Factor ETF position peaked at $36.3M in Q4 2023.
383 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.