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Karpas Strategies’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Karpas Strategies’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
Q2 		$2.1M Buy
+39,569
New +$2.05M 0.66% 40

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Karpas Strategies's JQUA Position: Q2 2024 in Review

Karpas Strategies opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2024: 39,569 shares worth $2.1M. The stake represents 0.66% of the portfolio and ranks #40 among its holdings.

308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • Karpas Strategies held 39,569 shares of JPMorgan US Quality Factor ETF worth $2.1M as of Q2 2024.
  • JPMorgan US Quality Factor ETF was a new Karpas Strategies position in Q2 2024.
  • JPMorgan US Quality Factor ETF made up 0.66% of Karpas Strategies's portfolio in Q2 2024, its #40 holding.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.