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Seamount Financial Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Seamount Financial 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 		$11.2M Buy
155,205
+213
+0.1% +$14.5K 4.52% 3
2026
Q1 		$9.5M Buy
154,992
+3,882
+3% +$246K 4.28% 4
2025
Q4 		$9.55M Buy
151,110
+7,359
+5% +$462K 4.34% 4
2025
Q3 		$9.04M Buy
143,751
+3,495
+2% +$215K 4.27% 3
2025
Q2 		$8.42M Buy
140,256
+9,626
+7% +$550K 4.33% 3
2025
Q1 		$7.38M Buy
130,630
+1,035
+0.8% +$60.5K 5.02% 3
2024
Q4 		$7.42M Buy
129,595
+15,173
+13% +$879K 5.13% 3
2024
Q3 		$6.47M Buy
114,422
+8,692
+8% +$472K 4.87% 4
2024
Q2 		$5.6M Buy
105,730
+16,507
+19% +$854K 4.57% 4
2024
Q1 		$4.72M Buy
89,223
+12,702
+17% +$641K 4.13% 4
2023
Q4 		$3.66M Buy
+76,521
New +$3.44M 3.51% 5

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Seamount Financial Group's JQUA Position: Q2 2026 in Review

Seamount Financial Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.14% in Q2 2026, buying an estimated $14.5K and bringing the position to 155,205 shares worth $11.2M. The position accounts for 4.52% of the portfolio, ranked #3.

Seamount Financial Group first reported a position in JQUA in Q4 2023 and has held it in 11 quarters since. 169 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Seamount Financial Group held 155,205 shares of JPMorgan US Quality Factor ETF worth $11.2M as of Q2 2026.
  • Seamount Financial Group bought 213 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $14.5K.
  • JPMorgan US Quality Factor ETF made up 4.52% of Seamount Financial Group's portfolio in Q2 2026, its #3 holding.
  • Seamount Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.