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Matthew Hamilton Rosenberg’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Matthew Hamilton Rosenberg’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
Q1 		– Sell
-1,445
Closed -$69.2K – 893
2023
Q4 		$69.2K Buy
+1,445
New +$64.9K 0.02% 379

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.53B AUM 17.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Matthew Hamilton Rosenberg's JQUA Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2024, closing a stake of 1,445 shares — an estimated $69.2K sold.

Matthew Hamilton Rosenberg first reported a position in JQUA in Q4 2023 and held it in 1 quarter. The position peaked at $69.2K in Q4 2023. 285 funds tracked by Wall St. Rank hold JQUA as of Q1 2024.

  • Matthew Hamilton Rosenberg reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 1,445 JPMorgan US Quality Factor ETF shares in Q1 2024, an estimated $69.2K.
  • Matthew Hamilton Rosenberg first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's JPMorgan US Quality Factor ETF position peaked at $69.2K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.