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3D Asset Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

3D Asset 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
2020
Q3 		$33.2M Sell
1,022,057
-59,459
-5% -$1.91M 9.22% 2
2020
Q2 		$32.9M Sell
1,081,516
-75,619
-7% -$2.19M 9.17% 3
2020
Q1 		$29.5M Buy
1,157,135
+173,664
+18% +$5.19M 8.78% 4
2019
Q4 		$30.8M Sell
983,471
-39,874
-4% -$1.2M 7.13% 7
2019
Q3 		$30.1M Buy
+1,023,345
New +$29.9M 7.17% 5

Other funds holding JQUA

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

3D Asset Management's JQUA Position: Q3 2020 in Review

3D Asset Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 5.5% in Q3 2020, selling an estimated $1.91M and leaving 1,022,057 shares worth $33.2M. The position accounts for 9.22% of the portfolio, ranked #2.

3D Asset Management first reported a position in JQUA in Q3 2019 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold JQUA as of Q3 2020.

  • 3D Asset Management held 1,022,057 shares of JPMorgan US Quality Factor ETF worth $33.2M as of Q3 2020.
  • 3D Asset Management sold 59,459 JPMorgan US Quality Factor ETF shares in Q3 2020, an estimated $1.91M.
  • JPMorgan US Quality Factor ETF made up 9.22% of 3D Asset Management's portfolio in Q3 2020, its #2 holding.
  • 3D Asset Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2019 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.