Three Bridge Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Three Bridge Wealth Advisors’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 Q1	–	Sell	-8,291	Closed	-$475K	–	89
2024 Q4	$475K	Buy	+8,291	New	+$481K	0.17%	63
2024 Q1	–	Sell	-127,160	Closed	-$6.09M	–	97
2023 Q4	$6.09M	Buy	+127,160	New	+$5.71M	2.11%	13

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Three Bridge Wealth Advisors's JQUA Position: Q1 2025 in Review

Three Bridge Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 8,291 shares — an estimated $475K sold.

Three Bridge Wealth Advisors first reported a position in JQUA in Q4 2023 and held it in 2 quarters. The position peaked at $6.09M in Q4 2023. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

Three Bridge Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
Three Bridge Wealth Advisors sold 8,291 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $475K.
Three Bridge Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and held it in 2 quarters.
Three Bridge Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $6.09M in Q4 2023.
377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.