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Benjamin F. Edwards & Company’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Benjamin F. Edwards & Company’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 		$4.36M Buy
82,351
+14,702
+22% +$761K 0.08% 240
2024
Q1 		$3.58M Buy
67,649
+8,118
+14% +$410K 0.07% 260
2023
Q4 		$2.85M Buy
59,531
+15,794
+36% +$709K 0.06% 279
2023
Q3 		$1.89M Buy
43,737
+10,128
+30% +$452K 0.07% 250
2023
Q2 		$1.49M Buy
33,609
+5,186
+18% +$218K 0.06% 293
2023
Q1 		$1.17M Buy
+28,423
New +$1.14M 0.05% 308

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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 $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Benjamin F. Edwards & Company's JQUA Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its JPMorgan US Quality Factor ETF (JQUA) stake by 22% in Q2 2024, buying an estimated $761K and bringing the position to 82,351 shares worth $4.36M. The position accounts for 0.08% of the portfolio, ranked #240.

Benjamin F. Edwards & Company first reported a position in JQUA in Q1 2023 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • Benjamin F. Edwards & Company held 82,351 shares of JPMorgan US Quality Factor ETF worth $4.36M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 14,702 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $761K.
  • JPMorgan US Quality Factor ETF made up 0.08% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #240 holding.
  • Benjamin F. Edwards & Company first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and has held it in 6 quarters since.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.