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Simplicity Solutions’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-39,255
Closed -$1.41M – 760
2020
Q4 		$1.41M Sell
39,255
-3,772
-9% -$129K 0.02% 464
2020
Q3 		$1.4M Sell
43,027
-9,618
-18% -$310K 0.03% 414
2020
Q2 		$1.6M Buy
52,645
+43,396
+469% +$1.26M 0.03% 352
2020
Q1 		$236K Buy
+9,249
New +$276K 0.01% 653

Other funds holding JQUA

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Simplicity Solutions's JQUA Position: Q1 2021 in Review

Simplicity Solutions sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2021, closing a stake of 39,255 shares — an estimated $1.41M sold.

Simplicity Solutions first reported a position in JQUA in Q1 2020 and held it in 4 quarters. The position peaked at $1.6M in Q2 2020. 57 funds tracked by Wall St. Rank hold JQUA as of Q1 2021.

  • Simplicity Solutions reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 39,255 JPMorgan US Quality Factor ETF shares in Q1 2021, an estimated $1.41M.
  • Simplicity Solutions first reported a position in JPMorgan US Quality Factor ETF in Q1 2020 and held it in 4 quarters.
  • Simplicity Solutions's JPMorgan US Quality Factor ETF position peaked at $1.6M in Q2 2020.
  • 57 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.