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EdgeRock Capital’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

EdgeRock Capital’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
-2,927
Closed -$155K – 187
2024
Q2 		$155K Buy
+2,927
New +$152K 0.12% 58
2024
Q1 		– Sell
-2,840
Closed -$142K – 207
2023
Q4 		$142K Buy
+2,840
New +$128K 0.1% 64
2022
Q4 		– Sell
-3,441
Closed -$121K – 228
2022
Q3 		$121K Buy
+3,441
New +$133K 0.07% 72

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

EdgeRock Capital's JQUA Position: Q3 2024 in Review

EdgeRock Capital sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2024, closing a stake of 2,927 shares — an estimated $155K sold.

EdgeRock Capital first reported a position in JQUA in Q3 2022 and held it in 3 quarters. The position peaked at $155K in Q2 2024. 322 funds tracked by Wall St. Rank hold JQUA as of Q3 2024.

  • EdgeRock Capital reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 2,927 JPMorgan US Quality Factor ETF shares in Q3 2024, an estimated $155K.
  • EdgeRock Capital first reported a position in JPMorgan US Quality Factor ETF in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's JPMorgan US Quality Factor ETF position peaked at $155K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.