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Royal Harbor Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Royal Harbor Partners’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
Q1 		– Sell
-136,490
Closed -$6.53M – 55
2023
Q4 		$6.53M Buy
136,490
+14,896
+12% +$669K 3.03% 11
2023
Q3 		$5.26M Buy
121,594
+6,364
+6% +$284K 2.74% 11
2023
Q2 		$5.1M Buy
115,230
+1,932
+2% +$81.3K 2.5% 11
2023
Q1 		$4.67M Buy
+113,298
New +$4.55M 2.51% 12

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $1.43B AUM 16.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Royal Harbor Partners's JQUA Position: Q1 2024 in Review

Royal Harbor Partners sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2024, closing a stake of 136,490 shares — an estimated $6.53M sold.

Royal Harbor Partners first reported a position in JQUA in Q1 2023 and held it in 4 quarters. The position peaked at $6.53M in Q4 2023. 285 funds tracked by Wall St. Rank hold JQUA as of Q1 2024.

  • Royal Harbor Partners reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Royal Harbor Partners sold 136,490 JPMorgan US Quality Factor ETF shares in Q1 2024, an estimated $6.53M.
  • Royal Harbor Partners first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and held it in 4 quarters.
  • Royal Harbor Partners's JPMorgan US Quality Factor ETF position peaked at $6.53M in Q4 2023.
  • 285 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2024.

Based on Royal Harbor Partners's 13F filing for Q1 2024, filed 30 Apr 2024.