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PDS Planning’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

PDS Planning’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
-3,839
Closed -$217K – 458
2024
Q3 		$217K Buy
+3,839
New +$208K 0.02% 385

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
LPL Financial
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PDS Planning's JQUA Position: Q4 2024 in Review

PDS Planning sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2024, closing a stake of 3,839 shares — an estimated $217K sold.

PDS Planning first reported a position in JQUA in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 375 funds tracked by Wall St. Rank hold JQUA as of Q4 2024.

  • PDS Planning reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • PDS Planning sold 3,839 JPMorgan US Quality Factor ETF shares in Q4 2024, an estimated $217K.
  • PDS Planning first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and held it in 1 quarter.
  • PDS Planning's JPMorgan US Quality Factor ETF position peaked at $217K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2024.

Based on PDS Planning's 13F filing for Q4 2024, filed 10 Feb 2025.