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

Sterling Group 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	$219K	Buy	+3,035	New	+$206K	0.09%	59
2025 Q2	–	Sell	-4,788	Closed	-$270K	–	57
2025 Q1	$270K	Buy	4,788 +17	+0.4%	+$993	0.15%	50
2024 Q4	$273K	Sell	4,771 -126	-3%	-$7.3K	0.14%	53
2024 Q3	$277K	Sell	4,897 -181	-4%	-$9.82K	0.15%	49
2024 Q2	$269K	Buy	+5,078	New	+$263K	0.15%	46
2024 Q1	–	Sell	-5,243	Closed	-$251K	–	24
2023 Q4	$251K	Buy	5,243 +3	+0.1%	+$135	0.2%	47
2023 Q3	$227K	Sell	5,240 -228	-4%	-$10.2K	0.21%	46
2023 Q2	$242K	Sell	5,468 -287	-5%	-$12.1K	0.21%	46
2023 Q1	$237K	Sell	5,755 -664	-10%	-$26.7K	0.22%	43
2022 Q4	$249K	Buy	+6,419	New	+$246K	0.24%	41

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

Sterling Group Wealth Management's JQUA Position: Q2 2026 in Review

Sterling Group Wealth Management opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 3,035 shares worth $219K. The stake represents 0.09% of the portfolio and ranks #59 among its holdings. This is a return to the name: Sterling Group Wealth Management previously reported a position in JQUA as recently as Q1 2025.

Sterling Group Wealth Management first reported a position in JQUA in Q4 2022 and has held it in 10 quarters since. The position peaked at $277K in Q3 2024. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Sterling Group Wealth Management held 3,035 shares of JPMorgan US Quality Factor ETF worth $219K as of Q2 2026.
JPMorgan US Quality Factor ETF was a new Sterling Group Wealth Management position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.09% of Sterling Group Wealth Management's portfolio in Q2 2026, its #59 holding.
Sterling Group Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 10 quarters since.
Sterling Group Wealth Management's JPMorgan US Quality Factor ETF position peaked at $277K in Q3 2024.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.