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

Financial Insights’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
2021
Q2 		– Sell
-275,242
Closed -$10.4M – 230
2021
Q1 		$10.4M Sell
275,242
-4,728
-2% -$173K 7.67% 3
2020
Q4 		$10M Sell
279,970
-6,000
-2% -$205K 7.78% 3
2020
Q3 		$9.28M Buy
285,970
+267,121
+1,417% +$8.6M 7.9% 3
2020
Q2 		$8.82K Sell
18,849
-268,812
-93% -$7.78M 7.83% 4
2020
Q1 		$7.33M Sell
287,661
-78
-0% -$2.33K 7.73% 4
2019
Q4 		$9.01M Sell
287,739
-3,428
-1% -$103K 7.9% 3
2019
Q3 		$8.56M Buy
291,167
+642
+0.2% +$18.8K 8.2% 3
2019
Q2 		$8.31M Buy
+290,525
New +$8.28M 8.44% 3

Other funds holding JQUA

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Financial Insights's JQUA Position: Q2 2021 in Review

Financial Insights sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2021, closing a stake of 275,242 shares — an estimated $10.4M sold.

Financial Insights first reported a position in JQUA in Q2 2019 and held it in 8 quarters. The position peaked at $10.4M in Q1 2021. 63 funds tracked by Wall St. Rank hold JQUA as of Q2 2021.

  • Financial Insights reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Insights sold 275,242 JPMorgan US Quality Factor ETF shares in Q2 2021, an estimated $10.4M.
  • Financial Insights first reported a position in JPMorgan US Quality Factor ETF in Q2 2019 and held it in 8 quarters.
  • Financial Insights's JPMorgan US Quality Factor ETF position peaked at $10.4M in Q1 2021.
  • 63 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2021.

Based on Financial Insights's 13F filing for Q2 2021, filed 12 Aug 2021.