Woodmont Investment Counsel’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Woodmont Investment Counsel’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	$12.3M	Buy	169,718 +13,092	+8%	+$890K	0.67%	40
2026 Q1	$9.6M	Buy	156,626 +12,766	+9%	+$810K	0.59%	42
2025 Q4	$9.09M	Buy	143,860 +7,552	+6%	+$474K	0.57%	40
2025 Q3	$8.58M	Sell	136,308 -10,724	-7%	-$658K	0.57%	38
2025 Q2	$8.83M	Buy	147,032 +7,353	+5%	+$420K	0.58%	36
2025 Q1	$7.89M	Buy	+139,679	New	+$8.16M	0.57%	41

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Woodmont Investment Counsel's JQUA Position: Q2 2026 in Review

Woodmont Investment Counsel increased its JPMorgan US Quality Factor ETF (JQUA) stake by 8.4% in Q2 2026, buying an estimated $890K and bringing the position to 169,718 shares worth $12.3M. The position accounts for 0.67% of the portfolio, ranked #40.

Woodmont Investment Counsel first reported a position in JQUA in Q1 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Woodmont Investment Counsel held 169,718 shares of JPMorgan US Quality Factor ETF worth $12.3M as of Q2 2026.
Woodmont Investment Counsel bought 13,092 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $890K.
JPMorgan US Quality Factor ETF made up 0.67% of Woodmont Investment Counsel's portfolio in Q2 2026, its #40 holding.
Woodmont Investment Counsel first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
339 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.