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Aveo Capital Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Aveo Capital Partners’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
2025
Q1 		– Sell
-10,596
Closed -$607K – 267
2024
Q4 		$607K Sell
10,596
-892
-8% -$51.7K 0.07% 178
2024
Q3 		$650K Buy
11,488
+939
+9% +$51K 0.07% 171
2024
Q2 		$559K Buy
10,549
+273
+3% +$14.1K 0.06% 176
2024
Q1 		$521K Buy
10,276
+230
+2% +$11.6K 0.06% 214
2023
Q4 		$481K Buy
10,046
+7
+0.1% +$314 0.06% 211
2023
Q3 		$434K Sell
10,039
-220
-2% -$9.82K 0.06% 215
2023
Q2 		$454K Sell
10,259
-1,481
-13% -$62.3K 0.06% 214
2023
Q1 		$484K Buy
11,740
+604
+5% +$24.2K 0.06% 195
2022
Q4 		$432K Buy
11,136
+78
+0.7% +$2.99K 0.06% 207
2022
Q3 		$387K Hold
11,058
– – 0.07% 190
2022
Q2 		$412K Buy
11,058
+464
+4% +$18.4K 0.07% 191
2022
Q1 		$454K Buy
10,594
+980
+10% +$41.3K 0.08% 186
2021
Q4 		$437K Buy
9,614
+646
+7% +$28.2K 0.08% 187
2021
Q3 		$367K Buy
8,968
+818
+10% +$34.5K 0.08% 188
2021
Q2 		$333K Buy
8,150
+1,123
+16% +$44.5K 0.07% 202
2021
Q1 		$265K Buy
+7,027
New +$257K 0.07% 207
2020
Q4 		– Sell
-8,822
Closed -$286K – 127
2020
Q3 		$286K Buy
+8,822
New +$284K 0.1% 158
2020
Q2 		– Sell
-18,307
Closed -$467K – 108
2020
Q1 		$467K Buy
18,307
+255
+1% +$7.62K 0.23% 93
2019
Q4 		$565K Buy
18,052
+397
+2% +$12K 0.22% 101
2019
Q3 		$530K Sell
17,655
-3,425
-16% -$100K 0.22% 96
2019
Q2 		$626K Buy
+21,080
New +$600K 0.27% 83

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Aveo Capital Partners's JQUA Position: Q1 2025 in Review

Aveo Capital Partners sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 10,596 shares — an estimated $607K sold.

Aveo Capital Partners first reported a position in JQUA in Q2 2019 and held it in 21 quarters. The position peaked at $650K in Q3 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Aveo Capital Partners reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 10,596 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $607K.
  • Aveo Capital Partners first reported a position in JPMorgan US Quality Factor ETF in Q2 2019 and held it in 21 quarters.
  • Aveo Capital Partners's JPMorgan US Quality Factor ETF position peaked at $650K in Q3 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.