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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

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Morgan Stanley
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SMA
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DJSG
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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 $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.