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

Colton Groome 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
Q4 		– Sell
-3,901
Closed -$221K – 130
2024
Q3 		$221K Buy
+3,901
New +$212K 0.08% 123

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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 $2.13B AUM 17.72% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Colton Groome Financial Advisors's JQUA Position: Q4 2024 in Review

Colton Groome Financial Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2024, closing a stake of 3,901 shares — an estimated $221K sold.

Colton Groome Financial Advisors first reported a position in JQUA in Q3 2024 and held it in 1 quarter. The position peaked at $221K in Q3 2024. 375 funds tracked by Wall St. Rank hold JQUA as of Q4 2024.

  • Colton Groome Financial Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 3,901 JPMorgan US Quality Factor ETF shares in Q4 2024, an estimated $221K.
  • Colton Groome Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and held it in 1 quarter.
  • Colton Groome Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $221K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.