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

Beacon Harbor 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
2024
Q2 		– Sell
-194,565
Closed -$10.3M – 75
2024
Q1 		$10.3M Buy
+194,565
New +$9.82M 2.72% 6

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

Beacon Harbor Wealth Advisors's JQUA Position: Q2 2024 in Review

Beacon Harbor Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2024, closing a stake of 194,565 shares — an estimated $10.3M sold.

Beacon Harbor Wealth Advisors first reported a position in JQUA in Q1 2024 and held it in 1 quarter. The position peaked at $10.3M in Q1 2024. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • Beacon Harbor Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 194,565 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $10.3M.
  • Beacon Harbor Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $10.3M in Q1 2024.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.