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Raymond James Financial Services Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$42.4M Buy
749,412
+58,090
+8% +$3.15M 0.06% 314
2024
Q2 		$36.6M Buy
691,322
+269,577
+64% +$14M 0.05% 336
2024
Q1 		$22.3M Buy
421,745
+195,606
+86% +$9.88M 0.03% 465
2023
Q4 		$10.8M Buy
226,139
+28,332
+14% +$1.27M 0.02% 719
2023
Q3 		$8.56M Buy
197,807
+43,130
+28% +$1.92M 0.02% 765
2023
Q2 		$6.85M Buy
154,677
+33,717
+28% +$1.42M 0.01% 867
2023
Q1 		$4.99M Buy
120,960
+42,774
+55% +$1.72M 0.01% 1001
2022
Q4 		$3.03M Sell
78,186
-3,312
-4% -$127K 0.01% 1218
2022
Q3 		$2.86M Buy
81,498
+8,707
+12% +$336K 0.01% 1235
2022
Q2 		$2.71M Sell
72,791
-62,924
-46% -$2.5M 0.01% 1275
2022
Q1 		$5.82M Buy
135,715
+30,280
+29% +$1.28M 0.01% 924
2021
Q4 		$4.8M Buy
105,435
+52,190
+98% +$2.28M 0.01% 1025
2021
Q3 		$2.18M Buy
53,245
+20,620
+63% +$870K ﹤0.01% 1440
2021
Q2 		$1.33M Sell
32,625
-2,082
-6% -$82.5K ﹤0.01% 1744
2021
Q1 		$1.31M Buy
34,707
+14,847
+75% +$544K ﹤0.01% 1664
2020
Q4 		$713K Hold
19,860
– – ﹤0.01% 1924
2020
Q3 		$644K Sell
19,860
-62,241
-76% -$2M ﹤0.01% 1820
2020
Q2 		$2.5M Buy
+82,101
New +$2.38M 0.01% 1018

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $2.78B AUM 23.87% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Raymond James Financial Services Advisors's JQUA Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 8.4% in Q3 2024, buying an estimated $3.15M and bringing the position to 749,412 shares worth $42.4M. The position accounts for 0.06% of the portfolio, ranked #314.

Raymond James Financial Services Advisors first reported a position in JQUA in Q2 2020 and has held it in 18 quarters since. 322 funds tracked by Wall St. Rank hold JQUA as of Q3 2024.

  • Raymond James Financial Services Advisors held 749,412 shares of JPMorgan US Quality Factor ETF worth $42.4M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 58,090 JPMorgan US Quality Factor ETF shares in Q3 2024, an estimated $3.15M.
  • JPMorgan US Quality Factor ETF made up 0.06% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #314 holding.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 2020 and has held it in 18 quarters since.
  • 322 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.