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Penserra Capital Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Penserra Capital 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
2024
Q2 		– Sell
-146
Closed -$7K – 1317
2024
Q1 		$7K Buy
+146
New +$7.37K ﹤0.01% 994
2021
Q4 		– Sell
-808
Closed -$33K – 1452
2021
Q3 		$33K Buy
+808
New +$34.1K ﹤0.01% 1161

Other funds holding JQUA

S
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Penserra Capital Management's JQUA Position: Q2 2024 in Review

Penserra Capital Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2024, closing a stake of 146 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in JQUA in Q3 2021 and held it in 2 quarters. The position peaked at $33K in Q3 2021. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • Penserra Capital Management reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 146 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2021 and held it in 2 quarters.
  • Penserra Capital Management's JPMorgan US Quality Factor ETF position peaked at $33K in Q3 2021.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.