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

Orgel 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
2022
Q3 		– Sell
-8,469
Closed -$315K – 68
2022
Q2 		$315K Sell
8,469
-2,876
-25% -$114K 0.02% 50
2022
Q1 		$486K Buy
+11,345
New +$479K 0.03% 40

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FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Orgel Wealth Management's JQUA Position: Q3 2022 in Review

Orgel Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2022, closing a stake of 8,469 shares — an estimated $315K sold.

Orgel Wealth Management first reported a position in JQUA in Q1 2022 and held it in 2 quarters. The position peaked at $486K in Q1 2022. 85 funds tracked by Wall St. Rank hold JQUA as of Q3 2022.

  • Orgel Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Orgel Wealth Management sold 8,469 JPMorgan US Quality Factor ETF shares in Q3 2022, an estimated $315K.
  • Orgel Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2022 and held it in 2 quarters.
  • Orgel Wealth Management's JPMorgan US Quality Factor ETF position peaked at $486K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2022.

Based on Orgel Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.