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Econ Financial Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Econ Financial Services’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
-6,897
Closed -$390K – 95
2024
Q3 		$390K Sell
6,897
-42,577
-86% -$2.31M 0.22% 61
2024
Q2 		$2.62M Buy
49,474
+969
+2% +$50.2K 1.62% 16
2024
Q1 		$2.56M Sell
48,505
-14,911
-24% -$753K 1.59% 18
2023
Q4 		$3.04M Buy
63,416
+1,817
+3% +$81.6K 2.14% 14
2023
Q3 		$2.67M Buy
61,599
+56,364
+1,077% +$2.51M 1.94% 14
2023
Q2 		$232K Buy
+5,235
New +$220K 0.16% 81

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
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 $1.94B AUM 14.31% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Econ Financial Services's JQUA Position: Q4 2024 in Review

Econ Financial Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2024, closing a stake of 6,897 shares — an estimated $390K sold.

Econ Financial Services first reported a position in JQUA in Q2 2023 and held it in 6 quarters. The position peaked at $3.04M in Q4 2023. 375 funds tracked by Wall St. Rank hold JQUA as of Q4 2024.

  • Econ Financial Services reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Econ Financial Services sold 6,897 JPMorgan US Quality Factor ETF shares in Q4 2024, an estimated $390K.
  • Econ Financial Services first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and held it in 6 quarters.
  • Econ Financial Services's JPMorgan US Quality Factor ETF position peaked at $3.04M in Q4 2023.
  • 375 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.