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Buckingham Strategic Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Buckingham Strategic Wealth’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 		$290K Buy
+5,471
New +$283K ﹤0.01% 609

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

Buckingham Strategic Wealth's JQUA Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2024: 5,471 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings.

308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • Buckingham Strategic Wealth held 5,471 shares of JPMorgan US Quality Factor ETF worth $290K as of Q2 2024.
  • JPMorgan US Quality Factor ETF was a new Buckingham Strategic Wealth position in Q2 2024.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #609 holding.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.