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FirstPurpose Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

FirstPurpose Wealth’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
Q1 		$443K Buy
8,581
+50
+0.6% +$2.52K 0.16% 116
2023
Q4 		$408K Buy
8,531
+1,250
+17% +$56.1K 0.16% 112
2023
Q3 		$315K Buy
7,281
+464
+7% +$20.7K 0.14% 127
2023
Q2 		$302K Buy
6,817
+1,061
+18% +$44.6K 0.13% 140
2023
Q1 		$237K Buy
+5,756
New +$231K 0.12% 159

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

FirstPurpose Wealth's JQUA Position: Q1 2024 in Review

FirstPurpose Wealth increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.59% in Q1 2024, buying an estimated $2.52K and bringing the position to 8,581 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #116.

FirstPurpose Wealth first reported a position in JQUA in Q1 2023 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold JQUA as of Q1 2024.

  • FirstPurpose Wealth held 8,581 shares of JPMorgan US Quality Factor ETF worth $443K as of Q1 2024.
  • FirstPurpose Wealth bought 50 JPMorgan US Quality Factor ETF shares in Q1 2024, an estimated $2.52K.
  • JPMorgan US Quality Factor ETF made up 0.16% of FirstPurpose Wealth's portfolio in Q1 2024, its #116 holding.
  • FirstPurpose Wealth first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.