Triumph Capital Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Triumph Capital 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	$76.3K	Sell	1,056 -177	-14%	-$12K	0.01%	552
2026 Q1	$75.6K	Sell	1,233 -1,811	-59%	-$115K	0.02%	528
2025 Q4	$192K	Sell	3,044 -584	-16%	-$36.7K	0.04%	316
2025 Q3	$228K	Buy	+3,628	New	+$223K	0.06%	286
2023 Q4	–	Sell	-6,684	Closed	-$289K	–	239
2023 Q3	$289K	Sell	6,684 -6,285	-48%	-$280K	0.13%	159
2023 Q2	$574K	Buy	+12,969	New	+$546K	0.26%	82

Other funds holding JQUA

DJSG

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Triumph Capital Management's JQUA Position: Q2 2026 in Review

Triumph Capital Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 14% in Q2 2026, selling an estimated $12K and leaving 1,056 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #552.

Triumph Capital Management first reported a position in JQUA in Q2 2023 and has held it in 6 quarters since. The position peaked at $574K in Q2 2023. 115 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Triumph Capital Management held 1,056 shares of JPMorgan US Quality Factor ETF worth $76.3K as of Q2 2026.
Triumph Capital Management sold 177 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $12K.
JPMorgan US Quality Factor ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #552 holding.
Triumph Capital Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 6 quarters since.
Triumph Capital Management's JPMorgan US Quality Factor ETF position peaked at $574K in Q2 2023.
115 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.