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

Portside 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 		$4M Buy
55,304
+3,849
+7% +$262K 0.47% 49
2026
Q1 		$3.16M Sell
51,455
-683
-1% -$43.4K 0.43% 51
2025
Q4 		$3.29M Buy
52,138
+10,133
+24% +$636K 0.44% 50
2025
Q3 		$2.64M Sell
42,005
-2,710
-6% -$166K 0.36% 64
2025
Q2 		$2.69M Buy
44,715
+2,282
+5% +$130K 0.4% 64
2025
Q1 		$2.4M Buy
42,433
+1,991
+5% +$116K 0.39% 68
2024
Q4 		$2.32M Sell
40,442
-22,769
-36% -$1.32M 0.38% 64
2024
Q3 		$3.58M Buy
63,211
+5,373
+9% +$292K 0.61% 41
2024
Q2 		$3.06M Buy
57,838
+9,230
+19% +$478K 0.58% 43
2024
Q1 		$2.57M Buy
48,608
+2,786
+6% +$141K 0.48% 57
2023
Q4 		$2.19M Buy
45,822
+5,375
+13% +$241K 0.41% 71
2023
Q3 		$1.75M Buy
40,447
+1,842
+5% +$82.2K 0.33% 82
2023
Q2 		$1.71M Buy
+38,605
New +$1.62M 0.32% 84

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Portside Wealth Group's JQUA Position: Q2 2026 in Review

Portside Wealth Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 7.5% in Q2 2026, buying an estimated $262K and bringing the position to 55,304 shares worth $4M. The position accounts for 0.47% of the portfolio, ranked #49.

Portside Wealth Group first reported a position in JQUA in Q2 2023 and has held it in 13 quarters since. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Portside Wealth Group held 55,304 shares of JPMorgan US Quality Factor ETF worth $4M as of Q2 2026.
  • Portside Wealth Group bought 3,849 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $262K.
  • JPMorgan US Quality Factor ETF made up 0.47% of Portside Wealth Group's portfolio in Q2 2026, its #49 holding.
  • Portside Wealth Group first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.