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

Meeder 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
2024 Q2	–	Sell	-6,825	Closed	-$361K	–	516
2024 Q1	$361K	Hold	6,825	–	–	0.04%	321
2023 Q4	$327K	Hold	6,825	–	–	0.04%	325
2023 Q3	$295K	Hold	6,825	–	–	0.04%	332
2023 Q2	$302K	Hold	6,825	–	–	0.03%	359
2023 Q1	$281K	Hold	6,825	–	–	0.03%	372
2022 Q4	$264K	Buy	+6,825	New	+$262K	0.03%	356

Other funds holding JQUA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DJSG

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

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SMA

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Meeder Advisory Services's JQUA Position: Q2 2024 in Review

Meeder Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2024, closing a stake of 6,825 shares — an estimated $361K sold.

Meeder Advisory Services first reported a position in JQUA in Q4 2022 and held it in 6 quarters. The position peaked at $361K in Q1 2024. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

Meeder Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
Meeder Advisory Services sold 6,825 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $361K.
Meeder Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and held it in 6 quarters.
Meeder Advisory Services's JPMorgan US Quality Factor ETF position peaked at $361K in Q1 2024.
308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Meeder Advisory Services's 13F filing for Q2 2024, filed 8 Aug 2024.