JP Morgan Chase
QUS icon

JP Morgan Chase’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

JP Morgan Chase’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$670K Buy
3,978
+645
+19% +$114K ﹤0.01% 4829
2025
Q4 		$581K Buy
3,333
+1,427
+75% +$246K ﹤0.01% 4925
2025
Q3 		$326K Sell
1,906
-8,947
-82% -$1.48M ﹤0.01% 5259
2025
Q2 		$1.77M Sell
10,853
-410
-4% -$63.9K ﹤0.01% 4002
2025
Q1 		$1.76M Hold
11,263
– – ﹤0.01% 3967
2024
Q4 		$1.74M Buy
11,263
+10,183
+943% +$1.62M ﹤0.01% 4252
2024
Q3 		$170K Sell
1,080
-85
-7% -$12.9K ﹤0.01% 5478
2024
Q2 		$172K Buy
1,165
+85
+8% +$12.2K ﹤0.01% 5236
2024
Q1 		$157K Hold
1,080
– – ﹤0.01% 5467
2023
Q4 		$143K Buy
+1,080
New +$135K ﹤0.01% 5564
2023
Q2 		– Sell
-1,473
Closed -$171K – 7270
2023
Q1 		$171K Hold
1,473
– – ﹤0.01% 5152
2022
Q4 		$162K Buy
+1,473
New +$162K ﹤0.01% 5140
2020
Q1 		– Sell
-305
Closed -$29K – 5655
2019
Q4 		$29K Buy
+305
New +$27.9K ﹤0.01% 5258

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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