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Horan Securities’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Horan Securities’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
2023
Q2 		– Sell
-58
Closed -$2.4K – 740
2023
Q1 		$2.4K Buy
+58
New +$2.33K ﹤0.01% 549

Other funds holding JQUA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Horan Securities's JQUA Position: Q2 2023 in Review

Horan Securities sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2023, closing a stake of 58 shares — an estimated $2.4K sold.

Horan Securities first reported a position in JQUA in Q1 2023 and held it in 1 quarter. The position peaked at $2.4K in Q1 2023. 173 funds tracked by Wall St. Rank hold JQUA as of Q2 2023.

  • Horan Securities reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Horan Securities sold 58 JPMorgan US Quality Factor ETF shares in Q2 2023, an estimated $2.4K.
  • Horan Securities first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and held it in 1 quarter.
  • Horan Securities's JPMorgan US Quality Factor ETF position peaked at $2.4K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2023.

Based on Horan Securities's 13F filing for Q2 2023, filed 27 Jul 2023.