TWP
JQUA icon

Triad Wealth Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-314
Closed -$16.6K – 497
2024
Q2 		$16.6K Buy
+314
New +$16.3K 0.01% 379

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Triad Wealth Partners's JQUA Position: Q3 2024 in Review

Triad Wealth Partners sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2024, closing a stake of 314 shares — an estimated $16.6K sold.

Triad Wealth Partners first reported a position in JQUA in Q2 2024 and held it in 1 quarter. The position peaked at $16.6K in Q2 2024. 322 funds tracked by Wall St. Rank hold JQUA as of Q3 2024.

  • Triad Wealth Partners reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 314 JPMorgan US Quality Factor ETF shares in Q3 2024, an estimated $16.6K.
  • Triad Wealth Partners first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's JPMorgan US Quality Factor ETF position peaked at $16.6K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.