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

West Wealth Group’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	–	Sell	-190,199	Closed	-$11.7M	–	147
2026 Q1	$11.7M	Sell	190,199 -208,231	-52%	-$13.2M	2.3%	14
2025 Q4	$25.2M	Buy	398,430 +18,147	+5%	+$1.14M	5.22%	7
2025 Q3	$23.7M	Sell	380,283 -12,151	-3%	-$746K	5.35%	6
2025 Q2	$23.9M	Buy	392,434 +34,997	+10%	+$2M	5.94%	6
2025 Q1	$20.2M	Buy	357,437 +29,359	+9%	+$1.71M	5.98%	4
2024 Q4	$18.8M	Buy	328,078 +23,508	+8%	+$1.36M	5.61%	7
2024 Q3	$17.2M	Buy	304,570 +22,723	+8%	+$1.23M	5.58%	7
2024 Q2	$14.9M	Buy	281,847 +9,839	+4%	+$509K	5.28%	6
2024 Q1	$14.4M	Buy	+272,008	New	+$13.7M	5.33%	6

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

West Wealth Group's JQUA Position: Q2 2026 in Review

West Wealth Group sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2026, closing a stake of 190,199 shares — an estimated $11.7M sold.

West Wealth Group first reported a position in JQUA in Q1 2024 and held it in 9 quarters. The position peaked at $25.2M in Q4 2025. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

West Wealth Group reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
West Wealth Group sold 190,199 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $11.7M.
West Wealth Group first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 9 quarters.
West Wealth Group's JPMorgan US Quality Factor ETF position peaked at $25.2M in Q4 2025.
476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.