MBE Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

MBE Wealth Management’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 Q4	–	Sell	-17,209	Closed	-$974K	–	104
2024 Q3	$974K	Sell	17,209 -1,964	-10%	-$107K	0.54%	29
2024 Q2	$1.02M	Buy	19,173 +77	+0.4%	+$3.98K	0.61%	25
2024 Q1	$1.01M	Sell	19,096 -8,577	-31%	-$433K	0.62%	27
2023 Q4	$1.32M	Sell	27,673 -2,167	-7%	-$97.3K	0.68%	18
2023 Q3	$1.29M	Buy	29,840 +1,639	+6%	+$73.1K	0.74%	18
2023 Q2	$1.25M	Sell	28,201 -483	-2%	-$20.3K	0.67%	21
2023 Q1	$1.18M	Buy	+28,684	New	+$1.15M	0.7%	18

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MBE Wealth Management's JQUA Position: Q4 2024 in Review

MBE Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2024, closing a stake of 17,209 shares — an estimated $974K sold.

MBE Wealth Management first reported a position in JQUA in Q1 2023 and held it in 7 quarters. The position peaked at $1.32M in Q4 2023. 375 funds tracked by Wall St. Rank hold JQUA as of Q4 2024.

MBE Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
MBE Wealth Management sold 17,209 JPMorgan US Quality Factor ETF shares in Q4 2024, an estimated $974K.
MBE Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and held it in 7 quarters.
MBE Wealth Management's JPMorgan US Quality Factor ETF position peaked at $1.32M in Q4 2023.
375 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2024.

Based on MBE Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.