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Lake Street Private Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-7,831
Closed -$415K – 288
2024
Q2 		$415K Sell
7,831
-8,481
-52% -$439K 0.05% 238
2024
Q1 		$862K Buy
16,312
+1,656
+11% +$83.6K 0.12% 157
2023
Q4 		$702K Buy
14,656
+277
+2% +$12.4K 0.11% 165
2023
Q3 		$624K Buy
14,379
+6,824
+90% +$304K 0.11% 165
2023
Q2 		$335K Buy
+7,555
New +$318K 0.06% 218

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Morgan Stanley
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Lake Street Private Wealth's JQUA Position: Q3 2024 in Review

Lake Street Private Wealth sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2024, closing a stake of 7,831 shares — an estimated $415K sold.

Lake Street Private Wealth first reported a position in JQUA in Q2 2023 and held it in 5 quarters. The position peaked at $862K in Q1 2024. 322 funds tracked by Wall St. Rank hold JQUA as of Q3 2024.

  • Lake Street Private Wealth reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 7,831 JPMorgan US Quality Factor ETF shares in Q3 2024, an estimated $415K.
  • Lake Street Private Wealth first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and held it in 5 quarters.
  • Lake Street Private Wealth's JPMorgan US Quality Factor ETF position peaked at $862K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.