Beacon Bridge Wealth Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Beacon Bridge Wealth Partners’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	$664K	Sell	9,189 -347	-4%	-$23.6K	0.19%	68
2026 Q1	$585K	Sell	9,536 -2,608	-21%	-$166K	0.2%	69
2025 Q4	$767K	Sell	12,144 -895	-7%	-$56.2K	0.25%	64
2025 Q3	$820K	Buy	13,039 +190	+1%	+$11.7K	0.29%	53
2025 Q2	$772K	Buy	12,849 +581	+5%	+$33.2K	0.31%	49
2025 Q1	$693K	Sell	12,268 -2,151	-15%	-$126K	0.3%	53
2024 Q4	$826K	Buy	14,419 +849	+6%	+$49.2K	0.35%	54
2024 Q3	$768K	Buy	13,570 +3,354	+33%	+$182K	0.33%	51
2024 Q2	$541K	Buy	+10,216	New	+$529K	0.25%	62

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

Beacon Bridge Wealth Partners's JQUA Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 3.6% in Q2 2026, selling an estimated $23.6K and leaving 9,189 shares worth $664K. The position accounts for 0.19% of the portfolio, ranked #68.

Beacon Bridge Wealth Partners first reported a position in JQUA in Q2 2024 and has held it in 9 quarters since. The position peaked at $826K in Q4 2024. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Beacon Bridge Wealth Partners held 9,189 shares of JPMorgan US Quality Factor ETF worth $664K as of Q2 2026.
Beacon Bridge Wealth Partners sold 347 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $23.6K.
JPMorgan US Quality Factor ETF made up 0.19% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #68 holding.
Beacon Bridge Wealth Partners first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
Beacon Bridge Wealth Partners's JPMorgan US Quality Factor ETF position peaked at $826K in Q4 2024.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.