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Round Rock Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Round Rock 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
2025
Q1 		– Sell
-3,500
Closed -$200K – 225
2024
Q4 		$200K Buy
+3,500
New +$203K 0.04% 211

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 $2.78B AUM 23.87% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Round Rock Advisors's JQUA Position: Q1 2025 in Review

Round Rock Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 3,500 shares — an estimated $200K sold.

Round Rock Advisors first reported a position in JQUA in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Round Rock Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Round Rock Advisors sold 3,500 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $200K.
  • Round Rock Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Round Rock Advisors's JPMorgan US Quality Factor ETF position peaked at $200K in Q4 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Round Rock Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.