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

KPP Advisory Services’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
2025
Q1 		– Sell
-3,828
Closed -$219K – 302
2024
Q4 		$219K Sell
3,828
-291
-7% -$16.9K 0.05% 237
2024
Q3 		$233K Sell
4,119
-17,918
-81% -$973K 0.06% 227
2024
Q2 		$1.17M Sell
22,037
-4,549
-17% -$235K 0.31% 72
2024
Q1 		$1.41M Buy
+26,586
New +$1.34M 0.39% 59
2023
Q4 		– Sell
-39,212
Closed -$1.7M – 178
2023
Q3 		$1.7M Buy
+39,212
New +$1.75M 0.56% 46

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 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
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return