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

Summit Financial’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 		$10.6M Buy
147,258
+68,737
+88% +$4.67M 0.12% 169
2026
Q1 		$4.81M Buy
78,521
+11,897
+18% +$755K 0.06% 326
2025
Q4 		$4.21M Sell
66,624
-1,150
-2% -$72.2K 0.06% 299
2025
Q3 		$4.26M Buy
+67,774
New +$4.16M 0.07% 296

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

Summit Financial's JQUA Position: Q2 2026 in Review

Summit Financial increased its JPMorgan US Quality Factor ETF (JQUA) stake by 88% in Q2 2026, buying an estimated $4.67M and bringing the position to 147,258 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #169.

Summit Financial first reported a position in JQUA in Q3 2025 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Summit Financial held 147,258 shares of JPMorgan US Quality Factor ETF worth $10.6M as of Q2 2026.
  • Summit Financial bought 68,737 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $4.67M.
  • JPMorgan US Quality Factor ETF made up 0.12% of Summit Financial's portfolio in Q2 2026, its #169 holding.
  • Summit Financial first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.