CFD
JQUA icon

Creative Financial Designs’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Creative Financial Designs’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
2025
Q1 		– Sell
-24
Closed -$1.37K – 2095
2024
Q4 		$1.37K Buy
+24
New +$1.39K ﹤0.01% 1656

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Creative Financial Designs's JQUA Position: Q1 2025 in Review

Creative Financial Designs sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 24 shares — an estimated $1.37K sold.

Creative Financial Designs first reported a position in JQUA in Q4 2024 and held it in 1 quarter. The position peaked at $1.37K in Q4 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Creative Financial Designs reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 24 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $1.37K.
  • Creative Financial Designs first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Creative Financial Designs's JPMorgan US Quality Factor ETF position peaked at $1.37K in Q4 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.