Avior Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Avior Wealth Management’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	$3.58M	Buy	+49,509	New	+$3.37M	0.09%	180
2025 Q1	–	Sell	-158	Closed	-$9.05K	–	1580
2024 Q4	$9.05K	Hold	158	–	–	﹤0.01%	1657
2024 Q3	$8.94K	Sell	158 -51	-24%	-$2.77K	﹤0.01%	1598
2024 Q2	$11.1K	Buy	209 +51	+32%	+$2.64K	﹤0.01%	1489
2024 Q1	$8.35K	Hold	158	–	–	﹤0.01%	1925
2023 Q4	$7.56K	Hold	158	–	–	﹤0.01%	1042
2023 Q3	$6.84K	Buy	+158	New	+$7.05K	﹤0.01%	1106

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

Avior Wealth Management's JQUA Position: Q2 2026 in Review

Avior Wealth Management opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2026: 49,509 shares worth $3.58M. The stake represents 0.09% of the portfolio and ranks #180 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in JQUA as recently as Q4 2024.

Avior Wealth Management first reported a position in JQUA in Q3 2023 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Avior Wealth Management held 49,509 shares of JPMorgan US Quality Factor ETF worth $3.58M as of Q2 2026.
JPMorgan US Quality Factor ETF was a new Avior Wealth Management position in Q2 2026.
JPMorgan US Quality Factor ETF made up 0.09% of Avior Wealth Management's portfolio in Q2 2026, its #180 holding.
Avior Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 7 quarters since.
476 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.