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Spire Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Spire Wealth 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 		$2.58M Sell
35,673
-1,397
-4% -$95K 0.08% 227
2026
Q1 		$2.27M Buy
37,070
+1,845
+5% +$117K 0.08% 235
2025
Q4 		$2.23M Buy
35,225
+654
+2% +$41.1K 0.07% 235
2025
Q3 		$2.17M Buy
34,571
+2,046
+6% +$126K 0.07% 217
2025
Q2 		$1.95M Buy
32,525
+3,683
+13% +$210K 0.07% 234
2025
Q1 		$1.63M Buy
28,842
+760
+3% +$44.4K 0.05% 299
2024
Q4 		$1.61M Buy
28,082
+3,608
+15% +$209K 0.05% 281
2024
Q3 		$1.38M Buy
24,474
+2,767
+13% +$150K 0.05% 305
2024
Q2 		$1.15M Buy
21,707
+1,455
+7% +$75.3K 0.04% 320
2024
Q1 		$1.07M Buy
20,252
+2,130
+12% +$108K 0.02% 362
2023
Q4 		$890K Buy
18,122
+348
+2% +$15.6K 0.03% 389
2023
Q3 		$769K Buy
17,774
+1,111
+7% +$49.6K 0.03% 391
2023
Q2 		$738K Buy
16,663
+1,348
+9% +$56.7K 0.03% 406
2023
Q1 		$631K Buy
+15,315
New +$615K 0.02% 437
2022
Q2 		– Sell
-300
Closed -$13K – 2758
2022
Q1 		$13K Buy
300
+1
+0.3% +$42 ﹤0.01% 1950
2021
Q4 		$14K Buy
+299
New +$13.1K ﹤0.01% 2246

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Spire Wealth Management's JQUA Position: Q2 2026 in Review

Spire Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 3.8% in Q2 2026, selling an estimated $95K and leaving 35,673 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #227.

Spire Wealth Management first reported a position in JQUA in Q4 2021 and has held it in 16 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Spire Wealth Management held 35,673 shares of JPMorgan US Quality Factor ETF worth $2.58M as of Q2 2026.
  • Spire Wealth Management sold 1,397 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $95K.
  • JPMorgan US Quality Factor ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Spire Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2021 and has held it in 16 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

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