Moneta Group Investment Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Moneta Group Investment 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
2026 Q2	$1.01M	Sell	13,923 -211	-1%	-$14.3K	0.01%	395
2026 Q1	$867K	Buy	14,134 +1,909	+16%	+$121K	0.01%	387
2025 Q4	$772K	Buy	12,225 +1,191	+11%	+$74.8K	0.01%	407
2025 Q3	$694K	Buy	11,034 +330	+3%	+$20.3K	0.01%	421
2025 Q2	$643K	Buy	10,704 +2,726	+34%	+$156K	0.01%	385
2025 Q1	$451K	Buy	+7,978	New	+$466K	0.01%	440

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

Moneta Group Investment Advisors's JQUA Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 1.5% in Q2 2026, selling an estimated $14.3K and leaving 13,923 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #395.

Moneta Group Investment Advisors first reported a position in JQUA in Q1 2025 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Moneta Group Investment Advisors held 13,923 shares of JPMorgan US Quality Factor ETF worth $1.01M as of Q2 2026.
Moneta Group Investment Advisors sold 211 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $14.3K.
JPMorgan US Quality Factor ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #395 holding.
Moneta Group Investment Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.