Amplius Wealth Advisors
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Amplius Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Amplius Wealth 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
2022
Q1 		– Sell
-291
Closed -$13K – 553
2021
Q4 		$13K Buy
+291
New +$12.7K ﹤0.01% 553

Other funds holding JQUA

TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Amplius Wealth Advisors's JQUA Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2022, closing a stake of 291 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in JQUA in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 82 funds tracked by Wall St. Rank hold JQUA as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 291 JPMorgan US Quality Factor ETF shares in Q1 2022, an estimated $13K.
  • Amplius Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $13K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.