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Benedetti & Gucer’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Benedetti & Gucer’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
Q2 		– Sell
-6,012
Closed -$248K – 154
2023
Q1 		$248K Hold
6,012
– – 0.14% 118
2022
Q4 		$233K Sell
6,012
-318
-5% -$12.2K 0.17% 81
2022
Q3 		$222K Hold
6,330
– – 0.17% 79
2022
Q2 		$236K Sell
6,330
-1,825
-22% -$72.5K 0.16% 78
2022
Q1 		$349K Hold
8,155
– – 0.23% 63
2021
Q4 		$371K Sell
8,155
-227
-3% -$9.92K 0.25% 54
2021
Q3 		$343K Buy
8,382
+51
+0.6% +$2.15K 0.26% 55
2021
Q2 		$341K Buy
+8,331
New +$330K 0.31% 53

Other funds holding JQUA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Benedetti & Gucer's JQUA Position: Q2 2023 in Review

Benedetti & Gucer sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2023, closing a stake of 6,012 shares — an estimated $248K sold.

Benedetti & Gucer first reported a position in JQUA in Q2 2021 and held it in 8 quarters. The position peaked at $371K in Q4 2021. 173 funds tracked by Wall St. Rank hold JQUA as of Q2 2023.

  • Benedetti & Gucer reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Benedetti & Gucer sold 6,012 JPMorgan US Quality Factor ETF shares in Q2 2023, an estimated $248K.
  • Benedetti & Gucer first reported a position in JPMorgan US Quality Factor ETF in Q2 2021 and held it in 8 quarters.
  • Benedetti & Gucer's JPMorgan US Quality Factor ETF position peaked at $371K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2023.

Based on Benedetti & Gucer's 13F filing for Q2 2023, filed 20 Jul 2023.