PFGIA
JQUA icon

Patriot Financial Group Insurance Agency’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Patriot Financial Group Insurance Agency’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
-19
Closed -$1K – 1222
2022
Q2 		$1K Sell
19
-4,271
-100% -$170K ﹤0.01% 1911
2022
Q1 		$184K Buy
4,290
+299
+7% +$12.6K 0.03% 426
2021
Q4 		$182K Buy
3,991
+165
+4% +$7.21K 0.03% 466
2021
Q3 		$157K Buy
3,826
+70
+2% +$2.96K 0.03% 509
2021
Q2 		$154K Buy
3,756
+934
+33% +$37K 0.03% 493
2021
Q1 		$106K Sell
2,822
-19,816
-88% -$725K 0.02% 539
2020
Q4 		$95K Buy
22,638
+21,102
+1,374% +$723K 0.02% 514
2020
Q3 		$50K Buy
1,536
+298
+24% +$9.6K 0.02% 538
2020
Q2 		$38K Buy
+1,238
New +$35.8K 0.01% 578

Other funds holding JQUA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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 $1.57B AUM 25.77% 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 $279M AUM 20.58% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JQUA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in JQUA in Q2 2020 and held it in 9 quarters. The position peaked at $184K in Q1 2022. 85 funds tracked by Wall St. Rank hold JQUA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 19 JPMorgan US Quality Factor ETF shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan US Quality Factor ETF in Q2 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's JPMorgan US Quality Factor ETF position peaked at $184K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.