DWM
Drive 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 | $1.13M | Buy |
18,785
+181
| +1% | +$10.9K | 0.25% | 91 |
|
2025
Q1 | $1.05M | Buy |
+18,604
| New | +$1.05M | 0.25% | 89 |
|
2024
Q4 | – | Sell |
-4,386
| Closed | -$248K | – | 363 |
|
2024
Q3 | $248K | Hold |
4,386
| – | – | 0.06% | 251 |
|
2024
Q2 | $232K | Hold |
4,386
| – | – | 0.06% | 252 |
|
2024
Q1 | $232K | Sell |
4,386
-47
| -1% | -$2.49K | 0.07% | 265 |
|
2023
Q4 | $212K | Buy |
+4,433
| New | +$212K | 0.07% | 262 |
|
2023
Q3 | – | Sell |
-4,568
| Closed | -$202K | – | 293 |
|
2023
Q2 | $202K | Buy |
+4,568
| New | +$202K | 0.08% | 250 |
|