CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

CAPTRUST Financial 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
2024
Q1 		– Sell
-18,513
Closed -$886K – 2410
2023
Q4 		$886K Buy
18,513
+9,666
+109% +$434K ﹤0.01% 1350
2023
Q3 		$383K Buy
+8,847
New +$395K ﹤0.01% 1831

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.78B AUM 23.87% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

CAPTRUST Financial Advisors's JQUA Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2024, closing a stake of 18,513 shares — an estimated $886K sold.

CAPTRUST Financial Advisors first reported a position in JQUA in Q3 2023 and held it in 2 quarters. The position peaked at $886K in Q4 2023. 285 funds tracked by Wall St. Rank hold JQUA as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 18,513 JPMorgan US Quality Factor ETF shares in Q1 2024, an estimated $886K.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $886K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.