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Transcend Capital Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Transcend Capital 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
2024
Q2 		– Sell
-3,821
Closed -$202K – 607
2024
Q1 		$202K Buy
+3,821
New +$193K 0.02% 502

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Transcend Capital Advisors's JQUA Position: Q2 2024 in Review

Transcend Capital Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2024, closing a stake of 3,821 shares — an estimated $202K sold.

Transcend Capital Advisors first reported a position in JQUA in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • Transcend Capital Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Transcend Capital Advisors sold 3,821 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $202K.
  • Transcend Capital Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 1 quarter.
  • Transcend Capital Advisors's JPMorgan US Quality Factor ETF position peaked at $202K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Transcend Capital Advisors's 13F filing for Q2 2024, filed 2 Jul 2024.