Bartlett & Co’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Bartlett & Co’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
2023 Q4	$9.66M	Buy	+201,376	New	+$9.04M	0.16%	102

Other funds holding JQUA

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bartlett & Co's JQUA Position: Q4 2023 in Review

Bartlett & Co opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q4 2023: 201,376 shares worth $9.66M. The stake represents 0.16% of the portfolio and ranks #102 among its holdings.

257 funds tracked by Wall St. Rank hold JQUA as of Q4 2023.

Bartlett & Co held 201,376 shares of JPMorgan US Quality Factor ETF worth $9.66M as of Q4 2023.
JPMorgan US Quality Factor ETF was a new Bartlett & Co position in Q4 2023.
JPMorgan US Quality Factor ETF made up 0.16% of Bartlett & Co's portfolio in Q4 2023, its #102 holding.
257 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.