Onyx Bridge Wealth Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Onyx Bridge Wealth Group’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	$8.85M	Sell	122,406 -937	-0.8%	-$63.7K	0.8%	27
2026 Q1	$7.56M	Buy	123,343 +1,513	+1%	+$96K	0.81%	32
2025 Q4	$7.7M	Buy	121,830 +1,538	+1%	+$96.6K	0.82%	31
2025 Q3	$7.57M	Buy	120,292 +660	+0.6%	+$40.5K	0.82%	31
2025 Q2	$7.18M	Buy	119,632 +2,005	+2%	+$115K	0.95%	30
2025 Q1	$6.64M	Buy	117,627 +3,413	+3%	+$199K	0.95%	27
2024 Q4	$6.54M	Buy	114,214 +4,853	+4%	+$281K	0.94%	29
2024 Q3	$6.19M	Buy	109,361 +1,210	+1%	+$65.7K	0.93%	26
2024 Q2	$5.73M	Buy	108,151 +11,293	+12%	+$585K	0.94%	25
2024 Q1	$4.92M	Buy	96,858 +35,131	+57%	+$1.77M	0.88%	26
2023 Q4	$2.95M	Buy	61,727 +39,607	+179%	+$1.78M	0.6%	30
2023 Q3	$957K	Buy	+22,120	New	+$987K	0.22%	71

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

Onyx Bridge Wealth Group's JQUA Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.76% in Q2 2026, selling an estimated $63.7K and leaving 122,406 shares worth $8.85M. The position accounts for 0.8% of the portfolio, ranked #27.

Onyx Bridge Wealth Group first reported a position in JQUA in Q3 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Onyx Bridge Wealth Group held 122,406 shares of JPMorgan US Quality Factor ETF worth $8.85M as of Q2 2026.
Onyx Bridge Wealth Group sold 937 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $63.7K.
JPMorgan US Quality Factor ETF made up 0.8% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #27 holding.
Onyx Bridge Wealth Group first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.