Interactive Financial Advisors JQUA holdings history
JPMORGAN US QUALITY FACTOR · CUSIP 46641Q761 · CIK 1419099
As of Jun 30, 2026, Interactive Financial Advisors reported 10.22K JQUA (shares), valued at $738.56K, or 0.45% of its reported non-derivative portfolio. Filed Jul 31, 2026.
Verify history & sources →Shares unchanged; reported value increased 17.87%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.45% | 10,218 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 0.41% | 10,218 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 0.42% | 10,218 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 0.35% | 10,218 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 0.30% | 10,218 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 0.30% | 10,218 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.31% | 10,218 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 0.30% | 10,218 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 0.30% | 10,218 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 0.30% | 10,218 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 2.96% | 65,974 | SEC filing ↗Filed Feb 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.96% | 65,974 | $5.52M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 0.30% | 10,218 | $540.23K | Shares decreased 84.51%; reported value decreased 90.21%, and weight changed -2.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 0.30% | 10,218 | $541.04K | Shares unchanged; reported value increased 0.15%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 0.30% | 10,218 | $578.03K | Shares unchanged; reported value increased 6.84%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 0.31% | 10,218 | $585.18K | Shares unchanged; reported value increased 1.24%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 0.30% | 10,218 | $577.01K | Shares unchanged; reported value decreased 1.40%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.30% | 10,218 | $613.59K | Shares unchanged; reported value increased 6.34%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.35% | 10,218 | $642.81K | Shares unchanged; reported value increased 4.76%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 0.42% | 10,218 | $645.57K | Shares unchanged; reported value increased 0.43%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 0.41% | 10,218 | $626.57K | Shares unchanged; reported value decreased 2.94%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 0.45% | 10,218 | $738.56K | Shares unchanged; reported value increased 17.87%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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