DWM
Diversify Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
3,529
-2,533
| -42% | -$155K | 0.01% | 509 |
|
|
2025
Q1 | $339K | Sell |
6,062
-876
| -13% | -$49K | 0.03% | 421 |
|
|
2024
Q4 | $393K | Sell |
6,938
-3,756
| -35% | -$213K | 0.03% | 386 |
|
|
2024
Q3 | $606K | Sell |
10,694
-1,627
| -13% | -$92.2K | 0.06% | 278 |
|
|
2024
Q2 | $632K | Buy |
+12,321
| New | +$632K | 0.08% | 226 |
|