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

Western 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	$4.85M	Buy	67,073 +69	+0.1%	+$4.69K	0.16%	130
2026 Q1	$4.11M	Sell	67,004 -273	-0.4%	-$17.3K	0.16%	130
2025 Q4	$4.25M	Buy	67,277 +2,638	+4%	+$166K	0.2%	101
2025 Q3	$4.07M	Sell	64,639 -336	-0.5%	-$20.6K	0.21%	96
2025 Q2	$3.9M	Buy	64,975 +1,836	+3%	+$105K	0.23%	90
2025 Q1	$3.57M	Buy	63,139 +3,776	+6%	+$221K	0.24%	85
2024 Q4	$3.4M	Buy	59,363 +7,301	+14%	+$423K	0.18%	110
2024 Q3	$2.95M	Buy	52,062 +9,389	+22%	+$510K	0.17%	121
2024 Q2	$2.26M	Buy	42,673 +6,745	+19%	+$349K	0.17%	122
2024 Q1	$1.9M	Buy	35,928 +6,572	+22%	+$332K	0.15%	138
2023 Q4	$1.4M	Buy	29,356 +4,384	+18%	+$197K	0.1%	208
2023 Q3	$1.08M	Buy	24,972 +16,803	+206%	+$750K	0.09%	228
2023 Q2	$362K	Buy	+8,169	New	+$344K	0.03%	455

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

Western Wealth Management's JQUA Position: Q2 2026 in Review

Western Wealth Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.1% in Q2 2026, buying an estimated $4.69K and bringing the position to 67,073 shares worth $4.85M. The position accounts for 0.16% of the portfolio, ranked #130.

Western Wealth Management first reported a position in JQUA in Q2 2023 and has held it in 13 quarters since. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Western Wealth Management held 67,073 shares of JPMorgan US Quality Factor ETF worth $4.85M as of Q2 2026.
Western Wealth Management bought 69 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $4.69K.
JPMorgan US Quality Factor ETF made up 0.16% of Western Wealth Management's portfolio in Q2 2026, its #130 holding.
Western Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.