BridgePort Financial Solutions’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

BridgePort Financial Solutions’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	$6.36M	Buy	87,946 +1,092	+1%	+$74.2K	1.62%	14
2026 Q1	$5.33M	Buy	86,854 +1,334	+2%	+$84.7K	1.51%	13
2025 Q4	$5.4M	Sell	85,520 -32,293	-27%	-$2.03M	1.45%	14
2025 Q3	$7.41M	Buy	117,813 +27,177	+30%	+$1.67M	1.99%	10
2025 Q2	$5.44M	Buy	90,636 +920	+1%	+$52.6K	1.81%	11
2025 Q1	$5.07M	Buy	89,716 +2,570	+3%	+$150K	2.29%	7
2024 Q4	$5.11M	Buy	+87,146	New	+$5.05M	2.32%	7

Other funds holding JQUA

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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 24.81% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BridgePort Financial Solutions's JQUA Position: Q2 2026 in Review

BridgePort Financial Solutions increased its JPMorgan US Quality Factor ETF (JQUA) stake by 1.3% in Q2 2026, buying an estimated $74.2K and bringing the position to 87,946 shares worth $6.36M. The position accounts for 1.62% of the portfolio, ranked #14.

BridgePort Financial Solutions first reported a position in JQUA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.41M in Q3 2025. 169 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

BridgePort Financial Solutions held 87,946 shares of JPMorgan US Quality Factor ETF worth $6.36M as of Q2 2026.
BridgePort Financial Solutions bought 1,092 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $74.2K.
JPMorgan US Quality Factor ETF made up 1.62% of BridgePort Financial Solutions's portfolio in Q2 2026, its #14 holding.
BridgePort Financial Solutions first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's JPMorgan US Quality Factor ETF position peaked at $7.41M in Q3 2025.
169 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.