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

Integrity Advisory’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
2022
Q4 		$589K Sell
15,210
-3,138
-17% -$120K 0.54% 35
2022
Q3 		$643K Buy
18,348
+2,058
+13% +$79.5K 0.6% 33
2022
Q2 		$607K Buy
16,290
+1,796
+12% +$71.3K 0.59% 31
2022
Q1 		$622K Buy
+14,494
New +$611K 0.61% 34

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
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Integrity Advisory's JQUA Position: Q4 2022 in Review

Integrity Advisory reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 17% in Q4 2022, selling an estimated $120K and leaving 15,210 shares worth $589K. The position accounts for 0.54% of the portfolio, ranked #35.

Integrity Advisory first reported a position in JQUA in Q1 2022 and has held it in 4 quarters since. The position peaked at $643K in Q3 2022. 106 funds tracked by Wall St. Rank hold JQUA as of Q4 2022.

  • Integrity Advisory held 15,210 shares of JPMorgan US Quality Factor ETF worth $589K as of Q4 2022.
  • Integrity Advisory sold 3,138 JPMorgan US Quality Factor ETF shares in Q4 2022, an estimated $120K.
  • JPMorgan US Quality Factor ETF made up 0.54% of Integrity Advisory's portfolio in Q4 2022, its #35 holding.
  • Integrity Advisory first reported a position in JPMorgan US Quality Factor ETF in Q1 2022 and has held it in 4 quarters since.
  • Integrity Advisory's JPMorgan US Quality Factor ETF position peaked at $643K in Q3 2022.
  • 106 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.