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RHS Financial’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

RHS Financial’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
2023
Q3 		– Sell
-4,963
Closed -$220K – 98
2023
Q2 		$220K Buy
+4,963
New +$209K 0.16% 90

Other funds holding JQUA

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.43B AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

RHS Financial's JQUA Position: Q3 2023 in Review

RHS Financial sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2023, closing a stake of 4,963 shares — an estimated $220K sold.

RHS Financial first reported a position in JQUA in Q2 2023 and held it in 1 quarter. The position peaked at $220K in Q2 2023. 203 funds tracked by Wall St. Rank hold JQUA as of Q3 2023.

  • RHS Financial reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2023 after selling out during the quarter.
  • RHS Financial sold 4,963 JPMorgan US Quality Factor ETF shares in Q3 2023, an estimated $220K.
  • RHS Financial first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and held it in 1 quarter.
  • RHS Financial's JPMorgan US Quality Factor ETF position peaked at $220K in Q2 2023.
  • 203 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2023.

Based on RHS Financial's 13F filing for Q3 2023, filed 24 Oct 2023.