Atria Investments’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Atria Investments’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	$1.76M	Buy	+24,405	New	+$1.66M	0.02%	823
2025 Q3	–	Sell	-10,692	Closed	-$642K	–	2099
2025 Q2	$642K	Buy	+10,692	New	+$611K	0.01%	1288
2024 Q4	–	Sell	-30,255	Closed	-$1.71M	–	1921
2024 Q3	$1.71M	Buy	30,255 +8,165	+37%	+$443K	0.02%	723
2024 Q2	$1.17M	Buy	+22,090	New	+$1.14M	0.02%	863

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

Atria Investments's JQUA Position: Q2 2026 in Review

Atria Investments opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 24,405 shares worth $1.76M. The stake represents 0.02% of the portfolio and ranks #823 among its holdings. This is a return to the name: Atria Investments previously reported a position in JQUA as recently as Q2 2025.

Atria Investments first reported a position in JQUA in Q2 2024 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Atria Investments held 24,405 shares of JPMorgan US Quality Factor ETF worth $1.76M as of Q2 2026.
JPMorgan US Quality Factor ETF was a new Atria Investments position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #823 holding.
Atria Investments first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 4 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.