Carson Wealth (CWM LLC)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31K | Hold |
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|
2025
Q2 | $29K | Buy |
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|
2025
Q1 | $23K | Sell |
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|
2024
Q4 | $30K | Sell |
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|
2024
Q3 | $119K | Sell |
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|
2024
Q2 | $114K | Sell |
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|
2024
Q1 | $130K | Buy |
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|
2023
Q4 | $32K | Buy |
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|
2023
Q3 | $0 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $18K | Buy |
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