SWMG
Sanchez Wealth Management Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
311,538
+13,923
| +5% | +$836K | 4.51% | 10 |
|
|
2025
Q1 | $16.8M | Buy |
297,615
+16,775
| +6% | +$947K | 4.56% | 10 |
|
|
2024
Q4 | $16.1M | Buy |
280,840
+9,767
| +4% | +$559K | 4.39% | 10 |
|
|
2024
Q3 | $15.3M | Buy |
271,073
+12,430
| +5% | +$703K | 4.67% | 10 |
|
|
2024
Q2 | $13.7M | Buy |
258,643
+8,345
| +3% | +$442K | 4.44% | 11 |
|
|
2024
Q1 | $13.2M | Buy |
+250,298
| New | +$13.2M | 4.48% | 11 |
|