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

V 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 Q3	–	Sell	-6,500	Closed	-$288K	–	246
2023 Q2	$288K	Buy	+6,500	New	+$274K	0.05%	294
2020 Q3	–	Sell	-23,474	Closed	-$714K	–	258
2020 Q2	$714K	Buy	23,474 +15,144	+182%	+$438K	0.19%	139
2020 Q1	$212K	Buy	+8,330	New	+$249K	0.07%	283

Other funds holding JQUA

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

V Wealth Advisors's JQUA Position: Q3 2023 in Review

V Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2023, closing a stake of 6,500 shares — an estimated $288K sold.

V Wealth Advisors first reported a position in JQUA in Q1 2020 and held it in 3 quarters. The position peaked at $714K in Q2 2020. 203 funds tracked by Wall St. Rank hold JQUA as of Q3 2023.

V Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,500 JPMorgan US Quality Factor ETF shares in Q3 2023, an estimated $288K.
V Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2020 and held it in 3 quarters.
V Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $714K in Q2 2020.
203 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.