SWA
Sax Wealth Advisors’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 | $491K | Sell |
8,182
-694
| -8% | -$41.7K | 0.03% | 262 |
|
|
2025
Q1 | $501K | Sell |
8,876
-639
| -7% | -$36.1K | 0.04% | 221 |
|
|
2024
Q4 | $545K | Buy |
9,515
+1,189
| +14% | +$68.1K | 0.04% | 188 |
|
|
2024
Q3 | $471K | Buy |
8,326
+1,840
| +28% | +$104K | 0.04% | 165 |
|
|
2024
Q2 | $343K | Buy |
+6,486
| New | +$343K | 0.03% | 189 |
|