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Saxony Capital Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Saxony Capital 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 		$242K Hold
3,350
– – 0.11% 149
2026
Q1 		$205K Hold
3,350
– – 0.12% 152
2025
Q4 		$212K Hold
3,350
– – 0.13% 143
2025
Q3 		$211K Buy
+3,350
New +$206K 0.14% 145

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Saxony Capital Management's JQUA Position: Q2 2026 in Review

Saxony Capital Management held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 3,350 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #149.

Saxony Capital Management first reported a position in JQUA in Q3 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Saxony Capital Management held 3,350 shares of JPMorgan US Quality Factor ETF worth $242K as of Q2 2026.
  • Saxony Capital Management left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Quality Factor ETF made up 0.11% of Saxony Capital Management's portfolio in Q2 2026, its #149 holding.
  • Saxony Capital Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.