Fidelity D&D Bancorp’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Fidelity D&D Bancorp’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 Q3	$218K	Sell	2,955 -93	-3%	-$6.83K	0.07%	109
2026 Q2	$220K	Buy	+3,048	New	+$207K	0.08%	110
2024 Q1	–	Sell	-5,069	Closed	-$243K	–	105
2023 Q4	$243K	Sell	5,069 -3,633	-42%	-$163K	0.19%	85
2023 Q3	$377K	Buy	+8,702	New	+$388K	0.39%	55

Other funds holding JQUA

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Fidelity D&D Bancorp's JQUA Position: Q3 2026 in Review

Fidelity D&D Bancorp reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 3.1% in Q3 2026, selling an estimated $6.83K and leaving 2,955 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #109.

Fidelity D&D Bancorp first reported a position in JQUA in Q3 2023 and has held it in 4 quarters since. The position peaked at $377K in Q3 2023. 341 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

Fidelity D&D Bancorp held 2,955 shares of JPMorgan US Quality Factor ETF worth $218K as of Q3 2026.
Fidelity D&D Bancorp sold 93 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $6.83K.
JPMorgan US Quality Factor ETF made up 0.07% of Fidelity D&D Bancorp's portfolio in Q3 2026, its #109 holding.
Fidelity D&D Bancorp first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 4 quarters since.
Fidelity D&D Bancorp's JPMorgan US Quality Factor ETF position peaked at $377K in Q3 2023.
341 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q3 2026, filed 5 Nov 2026.