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Western Financial Corp’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Western Financial Corp’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
Q1 		– Sell
-5,193
Closed -$249K – 124
2023
Q4 		$249K Sell
5,193
-431
-8% -$19.4K 0.17% 104
2023
Q3 		$243K Sell
5,624
-3,699
-40% -$165K 0.18% 103
2023
Q2 		$413K Sell
9,323
-1,090
-10% -$45.9K 0.28% 91
2023
Q1 		$429K Buy
+10,413
New +$418K 0.31% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Western Financial Corp's JQUA Position: Q1 2024 in Review

Western Financial Corp sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2024, closing a stake of 5,193 shares — an estimated $249K sold.

Western Financial Corp first reported a position in JQUA in Q1 2023 and held it in 4 quarters. The position peaked at $429K in Q1 2023. 285 funds tracked by Wall St. Rank hold JQUA as of Q1 2024.

  • Western Financial Corp reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Western Financial Corp sold 5,193 JPMorgan US Quality Factor ETF shares in Q1 2024, an estimated $249K.
  • Western Financial Corp first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and held it in 4 quarters.
  • Western Financial Corp's JPMorgan US Quality Factor ETF position peaked at $429K in Q1 2023.
  • 285 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2024.

Based on Western Financial Corp's 13F filing for Q1 2024, filed 24 Apr 2024.