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

Mission 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
2021
Q2 		– Sell
-9,276
Closed -$350K – 494
2021
Q1 		$350K Buy
+9,276
New +$340K 0.02% 329

Other funds holding JQUA

RPGK
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3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Mission Wealth Management's JQUA Position: Q2 2021 in Review

Mission Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2021, closing a stake of 9,276 shares — an estimated $350K sold.

Mission Wealth Management first reported a position in JQUA in Q1 2021 and held it in 1 quarter. The position peaked at $350K in Q1 2021. 63 funds tracked by Wall St. Rank hold JQUA as of Q2 2021.

  • Mission Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Mission Wealth Management sold 9,276 JPMorgan US Quality Factor ETF shares in Q2 2021, an estimated $350K.
  • Mission Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2021 and held it in 1 quarter.
  • Mission Wealth Management's JPMorgan US Quality Factor ETF position peaked at $350K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2021.

Based on Mission Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.