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Summit Wealth & Retirement Planning’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Summit Wealth & Retirement Planning’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 		$241K Hold
3,336
– – 0.05% 99
2026
Q1 		$205K Sell
3,336
-306
-8% -$19.4K 0.05% 105
2025
Q4 		$230K Hold
3,642
– – 0.05% 103
2025
Q3 		$229K Hold
3,642
– – 0.06% 97
2025
Q2 		$219K Hold
3,642
– – 0.06% 96
2025
Q1 		$206K Buy
+3,642
New +$213K 0.06% 75

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 Wealth & Retirement Planning's JQUA Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q2 2026 at 3,336 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #99.

Summit Wealth & Retirement Planning first reported a position in JQUA in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Summit Wealth & Retirement Planning held 3,336 shares of JPMorgan US Quality Factor ETF worth $241K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its JPMorgan US Quality Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Quality Factor ETF made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #99 holding.
  • Summit Wealth & Retirement Planning first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.