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CreativeOne Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

CreativeOne Wealth’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
Q3 		– Sell
-16,827
Closed -$891K – 972
2024
Q2 		$891K Sell
16,827
-17,481
-51% -$905K 0.05% 354
2024
Q1 		$1.81M Buy
34,308
+646
+2% +$32.6K 0.07% 244
2023
Q4 		$1.61M Sell
33,662
-7,738
-19% -$347K 0.1% 182
2023
Q3 		$1.79M Buy
41,400
+10,470
+34% +$467K 0.13% 158
2023
Q2 		$1.37M Buy
+30,930
New +$1.3M 0.06% 273

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

CreativeOne Wealth's JQUA Position: Q3 2024 in Review

CreativeOne Wealth sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2024, closing a stake of 16,827 shares — an estimated $891K sold.

CreativeOne Wealth first reported a position in JQUA in Q2 2023 and held it in 5 quarters. The position peaked at $1.81M in Q1 2024. 322 funds tracked by Wall St. Rank hold JQUA as of Q3 2024.

  • CreativeOne Wealth reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 16,827 JPMorgan US Quality Factor ETF shares in Q3 2024, an estimated $891K.
  • CreativeOne Wealth first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and held it in 5 quarters.
  • CreativeOne Wealth's JPMorgan US Quality Factor ETF position peaked at $1.81M in Q1 2024.
  • 322 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2024.

Based on CreativeOne Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.