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Householder Group Estate & Retirement Specialist’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$20K Sell
357
-415
-54% -$24.1K 0.01% 288
2024
Q3 		$43K Buy
772
+449
+139% +$24.4K 0.01% 507
2024
Q2 		$17K Buy
+323
New +$16.7K ﹤0.01% 713

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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 $2.13B AUM 17.72% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JQUA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 54% in Q4 2024, selling an estimated $24.1K and leaving 357 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #288.

Householder Group Estate & Retirement Specialist first reported a position in JQUA in Q2 2024 and has held it in 3 quarters since. The position peaked at $43K in Q3 2024. 375 funds tracked by Wall St. Rank hold JQUA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 357 shares of JPMorgan US Quality Factor ETF worth $20K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 415 JPMorgan US Quality Factor ETF shares in Q4 2024, an estimated $24.1K.
  • JPMorgan US Quality Factor ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #288 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's JPMorgan US Quality Factor ETF position peaked at $43K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.