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

Sax Wealth Advisors’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	$425K	Sell	6,935 -473	-6%	-$32.2K	0.02%	375
2026 Q1	$468K	Hold	7,408	–	–	0.02%	299
2025 Q4	$468K	Sell	7,408 -775	-9%	-$48.7K	0.02%	305
2025 Q3	$515K	Buy	8,183 +1	+0%	+$61	0.03%	266
2025 Q2	$491K	Sell	8,182 -694	-8%	-$39.7K	0.03%	262
2025 Q1	$501K	Sell	8,876 -639	-7%	-$37.3K	0.04%	221
2024 Q4	$545K	Buy	9,515 +1,189	+14%	+$68.9K	0.04%	188
2024 Q3	$471K	Buy	8,326 +1,840	+28%	+$99.9K	0.04%	165
2024 Q2	$343K	Buy	+6,486	New	+$336K	0.03%	189

Other funds holding JQUA

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return