CPA
JQUA icon

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

Clear Point 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
Q4 		– Sell
-26
Closed -$1.48K – 341
2024
Q3 		$1.48K Hold
26
– – ﹤0.01% 462
2024
Q2 		$1.38K Hold
26
– – ﹤0.01% 460
2024
Q1 		$1.37K Hold
26
– – ﹤0.01% 453
2023
Q4 		$1.24K Buy
+26
New +$1.17K ﹤0.01% 442

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clear Point Advisors's JQUA Position: Q4 2024 in Review

Clear Point Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2024, closing a stake of 26 shares — an estimated $1.48K sold.

Clear Point Advisors first reported a position in JQUA in Q4 2023 and held it in 4 quarters. The position peaked at $1.48K in Q3 2024. 375 funds tracked by Wall St. Rank hold JQUA as of Q4 2024.

  • Clear Point Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 26 JPMorgan US Quality Factor ETF shares in Q4 2024, an estimated $1.48K.
  • Clear Point Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's JPMorgan US Quality Factor ETF position peaked at $1.48K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.