Family Asset Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Family Asset Management’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	$752K	Sell	13,290 -618	-4%	-$33.5K	0.45%	50
2024 Q2	$736K	Buy	13,908 +1,538	+12%	+$79.6K	0.47%	52
2024 Q1	$654K	Sell	12,370 -102	-0.8%	-$5.15K	0.41%	57
2023 Q4	$597K	Sell	12,472 -114	-0.9%	-$5.12K	0.4%	59
2023 Q3	$545K	Sell	12,586 -382	-3%	-$17K	0.4%	60
2023 Q2	$574K	Sell	12,968 -392	-3%	-$16.5K	0.39%	56
2023 Q1	$551K	Buy	13,360 +1,984	+17%	+$79.7K	0.4%	56
2022 Q4	$441K	Buy	+11,376	New	+$436K	0.37%	57

Other funds holding JQUA

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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 $2.13B AUM 17.72% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Family Asset Management's JQUA Position: Q3 2024 in Review

Family Asset Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 4.4% in Q3 2024, selling an estimated $33.5K and leaving 13,290 shares worth $752K. The position accounts for 0.45% of the portfolio, ranked #50.

Family Asset Management first reported a position in JQUA in Q4 2022 and has held it in 8 quarters since. 322 funds tracked by Wall St. Rank hold JQUA as of Q3 2024.

Family Asset Management held 13,290 shares of JPMorgan US Quality Factor ETF worth $752K as of Q3 2024.
Family Asset Management sold 618 JPMorgan US Quality Factor ETF shares in Q3 2024, an estimated $33.5K.
JPMorgan US Quality Factor ETF made up 0.45% of Family Asset Management's portfolio in Q3 2024, its #50 holding.
Family Asset Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and has held it in 8 quarters since.
322 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.