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Capital CS Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Capital CS Group’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
2024
Q3 		– Sell
-6,227
Closed -$330K – 97
2024
Q2 		$330K Buy
+6,227
New +$322K 0.37% 45

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Capital CS Group's JQUA Position: Q3 2024 in Review

Capital CS Group sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2024, closing a stake of 6,227 shares — an estimated $330K sold.

Capital CS Group first reported a position in JQUA in Q2 2024 and held it in 1 quarter. The position peaked at $330K in Q2 2024. 322 funds tracked by Wall St. Rank hold JQUA as of Q3 2024.

  • Capital CS Group reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Capital CS Group sold 6,227 JPMorgan US Quality Factor ETF shares in Q3 2024, an estimated $330K.
  • Capital CS Group first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and held it in 1 quarter.
  • Capital CS Group's JPMorgan US Quality Factor ETF position peaked at $330K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2024.

Based on Capital CS Group's 13F filing for Q3 2024, filed 4 Oct 2024.