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Tevis Investment Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Tevis Investment Management’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
Q4 		– Sell
-4,062
Closed -$230K – 100
2024
Q3 		$230K Buy
+4,062
New +$220K 0.17% 84

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $2.53B AUM 17.43% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tevis Investment Management's JQUA Position: Q4 2024 in Review

Tevis Investment Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2024, closing a stake of 4,062 shares — an estimated $230K sold.

Tevis Investment Management first reported a position in JQUA in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 375 funds tracked by Wall St. Rank hold JQUA as of Q4 2024.

  • Tevis Investment Management reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Tevis Investment Management sold 4,062 JPMorgan US Quality Factor ETF shares in Q4 2024, an estimated $230K.
  • Tevis Investment Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and held it in 1 quarter.
  • Tevis Investment Management's JPMorgan US Quality Factor ETF position peaked at $230K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2024.

Based on Tevis Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.