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

Cetera 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 		$5.31M Buy
100,457
+83,988
+510% +$4.24M 0.04% 438
2023
Q4 		$788K Buy
16,469
+9,371
+132% +$421K 0.01% 879
2023
Q3 		$307K Buy
7,098
+2,060
+41% +$91.9K ﹤0.01% 1309
2023
Q2 		$223K Sell
5,038
-62
-1% -$2.61K ﹤0.01% 1451
2023
Q1 		$210K Buy
+5,100
New +$205K ﹤0.01% 1468

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 $2.53B AUM 17.43% 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

Cetera Advisors's JQUA Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 510% in Q1 2024, buying an estimated $4.24M and bringing the position to 100,457 shares worth $5.31M. The position accounts for 0.04% of the portfolio, ranked #438.

Cetera Advisors first reported a position in JQUA in Q1 2023 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold JQUA as of Q1 2024.

  • Cetera Advisors held 100,457 shares of JPMorgan US Quality Factor ETF worth $5.31M as of Q1 2024.
  • Cetera Advisors bought 83,988 JPMorgan US Quality Factor ETF shares in Q1 2024, an estimated $4.24M.
  • JPMorgan US Quality Factor ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #438 holding.
  • Cetera Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2024.

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