Wagner Wealth Management (South Carolina)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Wagner Wealth Management (South Carolina)’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	$44.2K	Buy	612 +1	+0.2%	+$68	0.01%	188
2026 Q1	$37.5K	Buy	611 +2	+0.3%	+$127	0.01%	191
2025 Q4	$38.5K	Buy	609 +2	+0.3%	+$126	0.01%	186
2025 Q3	$38.2K	Buy	607 +1	+0.2%	+$61	0.01%	174
2025 Q2	$36.4K	Buy	606 +2	+0.3%	+$114	0.01%	176
2025 Q1	$34.1K	Buy	604 +506	+516%	+$29.6K	0.01%	164
2024 Q4	$5.61K	Hold	98	–	–	﹤0.01%	203
2024 Q3	$5.54K	Hold	98	–	–	﹤0.01%	196
2024 Q2	$5.19K	Hold	98	–	–	﹤0.01%	224
2024 Q1	$5.18K	Hold	98	–	–	﹤0.01%	219
2023 Q4	$4.69K	Hold	98	–	–	﹤0.01%	210
2023 Q3	$4.24K	Hold	98	–	–	﹤0.01%	188
2023 Q2	$4.34K	Hold	98	–	–	﹤0.01%	192
2023 Q1	$4.04K	Hold	98	–	–	﹤0.01%	188
2022 Q4	$3.8K	Hold	98	–	–	﹤0.01%	205
2022 Q3	$3K	Buy	+98	New	+$3.79K	﹤0.01%	581

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

Wagner Wealth Management (South Carolina)'s JQUA Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.16% in Q2 2026, buying an estimated $68 and bringing the position to 612 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #188.

Wagner Wealth Management (South Carolina) first reported a position in JQUA in Q3 2022 and has held it in 16 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Wagner Wealth Management (South Carolina) held 612 shares of JPMorgan US Quality Factor ETF worth $44.2K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 1 JPMorgan US Quality Factor ETF share in Q2 2026, an estimated $68.
JPMorgan US Quality Factor ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #188 holding.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan US Quality Factor ETF in Q3 2022 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 Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.