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

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

Sax Wealth Advisors's JQUA Position: Q2 2026 in Review

Sax Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 6.4% in Q2 2026, selling an estimated $32.2K and leaving 6,935 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #375.

Sax Wealth Advisors first reported a position in JQUA in Q2 2024 and has held it in 9 quarters since. The position peaked at $545K in Q4 2024. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Sax Wealth Advisors held 6,935 shares of JPMorgan US Quality Factor ETF worth $425K as of Q2 2026.
Sax Wealth Advisors sold 473 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $32.2K.
JPMorgan US Quality Factor ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #375 holding.
Sax Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $545K in Q4 2024.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.