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Strata Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Strata Wealth 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
2023
Q1 		– Sell
-5,646
Closed -$219K – 55
2022
Q4 		$219K Buy
+5,646
New +$217K 0.12% 48

Other funds holding JQUA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Strata Wealth Advisors's JQUA Position: Q1 2023 in Review

Strata Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2023, closing a stake of 5,646 shares — an estimated $219K sold.

Strata Wealth Advisors first reported a position in JQUA in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 131 funds tracked by Wall St. Rank hold JQUA as of Q1 2023.

  • Strata Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Strata Wealth Advisors sold 5,646 JPMorgan US Quality Factor ETF shares in Q1 2023, an estimated $219K.
  • Strata Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and held it in 1 quarter.
  • Strata Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $219K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2023.

Based on Strata Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.