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Capital Investment Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Capital Investment Advisory Services’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
Q2 		– Sell
-133
Closed -$7.51K – 1079
2025
Q1 		$7.51K Buy
+133
New +$7.77K ﹤0.01% 894
2024
Q4 		– Sell
-100
Closed -$5.66K – 974
2024
Q3 		$5.66K Hold
100
– – ﹤0.01% 889
2024
Q2 		$5.29K Hold
100
– – ﹤0.01% 869
2024
Q1 		$5.29K Hold
100
– – ﹤0.01% 861
2023
Q4 		$4.79K Hold
100
– – ﹤0.01% 889
2023
Q3 		$4.33K Hold
100
– – ﹤0.01% 857
2023
Q2 		$4.43K Hold
100
– – ﹤0.01% 803
2023
Q1 		$4.12K Buy
+100
New +$4.01K ﹤0.01% 803
2022
Q4 		– Sell
-100
Closed -$4K – 850
2022
Q3 		$4K Hold
100
– – ﹤0.01% 746
2022
Q2 		$4K Hold
100
– – ﹤0.01% 771
2022
Q1 		$4K Hold
100
– – ﹤0.01% 793
2021
Q4 		$5K Hold
100
– – ﹤0.01% 765
2021
Q3 		$4K Hold
100
– – ﹤0.01% 724
2021
Q2 		$4K Hold
100
– – ﹤0.01% 749
2021
Q1 		$4K Buy
+100
New +$3.66K ﹤0.01% 696

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisory Services's JQUA Position: Q2 2025 in Review

Capital Investment Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2025, closing a stake of 133 shares — an estimated $7.51K sold.

Capital Investment Advisory Services first reported a position in JQUA in Q1 2021 and held it in 15 quarters. The position peaked at $7.51K in Q1 2025. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

  • Capital Investment Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 133 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $7.51K.
  • Capital Investment Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q1 2021 and held it in 15 quarters.
  • Capital Investment Advisory Services's JPMorgan US Quality Factor ETF position peaked at $7.51K in Q1 2025.
  • 401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Capital Investment Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.