Wealthspire Advisors (New York)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
43,845
+3,996
| +10% | +$240K | 0.01% | 240 |
|
|
2025
Q1 | $2.25M | Sell |
39,849
-2,110
| -5% | -$119K | 0.01% | 258 |
|
|
2024
Q4 | $2.4M | Sell |
41,959
-2,164
| -5% | -$124K | 0.02% | 227 |
|
|
2024
Q3 | $2.5M | Buy |
44,123
+20,544
| +87% | +$1.16M | 0.03% | 214 |
|
|
2024
Q2 | $1.25M | Sell |
23,579
-8,560
| -27% | -$453K | 0.02% | 279 |
|
|
2024
Q1 | $1.7M | Sell |
32,139
-1,569
| -5% | -$83K | 0.02% | 228 |
|
|
2023
Q4 | $1.61M | Buy |
+33,708
| New | +$1.61M | 0.02% | 230 |
|