BC
JQUA icon

Brio Consultants’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Brio Consultants’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
2025
Q2 		– Sell
-8,484
Closed -$479K – 137
2025
Q1 		$479K Buy
+8,484
New +$496K 0.08% 83

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants's JQUA Position: Q2 2025 in Review

Brio Consultants sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2025, closing a stake of 8,484 shares — an estimated $479K sold.

Brio Consultants first reported a position in JQUA in Q1 2025 and held it in 1 quarter. The position peaked at $479K in Q1 2025. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

  • Brio Consultants reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Brio Consultants sold 8,484 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $479K.
  • Brio Consultants first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and held it in 1 quarter.
  • Brio Consultants's JPMorgan US Quality Factor ETF position peaked at $479K in Q1 2025.
  • 401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Brio Consultants's 13F filing for Q2 2025, filed 7 Aug 2025.