JP Morgan Private Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$27.4M	Sell	633,570 -43,075	-6%	-$1.92M	0.08%	237
2023 Q2	$30M	Buy	676,645 +49,133	+8%	+$2.07M	0.16%	130
2023 Q1	$25.9M	Buy	627,512 +388,798	+163%	+$15.6M	0.05%	277
2022 Q4	$9.25M	Buy	238,714 +201,204	+536%	+$7.72M	0.02%	432
2022 Q3	$1.31M	Buy	+37,510	New	+$1.45M	﹤0.01%	1011
2022 Q2	–	Sell	-631,713	Closed	-$27.1M	–	1973
2022 Q1	$27.1M	Buy	+631,713	New	+$26.7M	0.06%	275

Other funds holding JQUA

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JQUA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 6.4% in Q3 2023, selling an estimated $1.92M and leaving 633,570 shares worth $27.4M. The position accounts for 0.08% of the portfolio, ranked #237.

JP Morgan Private Wealth Advisors first reported a position in JQUA in Q1 2022 and has held it in 6 quarters since. The position peaked at $30M in Q2 2023. 203 funds tracked by Wall St. Rank hold JQUA as of Q3 2023.

JP Morgan Private Wealth Advisors held 633,570 shares of JPMorgan US Quality Factor ETF worth $27.4M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 43,075 JPMorgan US Quality Factor ETF shares in Q3 2023, an estimated $1.92M.
JPMorgan US Quality Factor ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #237 holding.
JP Morgan Private Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $30M in Q2 2023.
203 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.