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

FinTrust Capital Advisors’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 		$4.13K Hold
73
– – ﹤0.01% 1124
2024
Q2 		$3.87K Hold
73
– – ﹤0.01% 1100
2024
Q1 		$3.86K Hold
73
– – ﹤0.01% 1036
2023
Q4 		$3.49K Hold
73
– – ﹤0.01% 1019
2023
Q3 		$3.16K Buy
+73
New +$3.26K ﹤0.01% 958

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 $2.78B 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 $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

FinTrust Capital Advisors's JQUA Position: Q3 2024 in Review

FinTrust Capital Advisors held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q3 2024 at 73 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

FinTrust Capital Advisors first reported a position in JQUA in Q3 2023 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold JQUA as of Q3 2024.

  • FinTrust Capital Advisors held 73 shares of JPMorgan US Quality Factor ETF worth $4.13K as of Q3 2024.
  • FinTrust Capital Advisors left its JPMorgan US Quality Factor ETF share count unchanged in Q3 2024.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1124 holding.
  • FinTrust Capital Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and has held it in 5 quarters since.
  • 322 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.