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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

KPP Advisory Services's JQUA Position: Q1 2025 in Review

KPP Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 3,828 shares — an estimated $219K sold.

KPP Advisory Services first reported a position in JQUA in Q3 2023 and held it in 5 quarters. The position peaked at $1.7M in Q3 2023. 378 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

KPP Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
KPP Advisory Services sold 3,828 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $219K.
KPP Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and held it in 5 quarters.
KPP Advisory Services's JPMorgan US Quality Factor ETF position peaked at $1.7M in Q3 2023.
378 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on KPP Advisory Services's 13F filing for Q1 2025, filed 23 Apr 2025.