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Horizon Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Horizon Advisory Services’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
2025
Q1 		– Sell
-4,081
Closed -$234K – 47
2024
Q4 		$234K Sell
4,081
-467,637
-99% -$27.1M 0.13% 44
2024
Q3 		$26.7M Sell
471,718
-7,091
-1% -$385K 12.17% 4
2024
Q2 		$25.4M Sell
478,809
-11,157
-2% -$577K 12.13% 4
2024
Q1 		$25.9M Buy
+489,966
New +$24.7M 12.06% 4

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $2.53B AUM 17.43% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Horizon Advisory Services's JQUA Position: Q1 2025 in Review

Horizon Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 4,081 shares — an estimated $234K sold.

Horizon Advisory Services first reported a position in JQUA in Q1 2024 and held it in 4 quarters. The position peaked at $26.7M in Q3 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Horizon Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Horizon Advisory Services sold 4,081 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $234K.
  • Horizon Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 4 quarters.
  • Horizon Advisory Services's JPMorgan US Quality Factor ETF position peaked at $26.7M in Q3 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Horizon Advisory Services's 13F filing for Q1 2025, filed 1 May 2025.