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ICA Group Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

ICA Group Wealth Management’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 		$560K Sell
10,577
-16,460
-61% -$852K 0.34% 46
2024
Q1 		$1.43M Buy
27,037
+11,663
+76% +$589K 0.29% 69
2023
Q4 		$736K Buy
+15,374
New +$690K 0.16% 116
2023
Q3 		– Sell
-242
Closed -$10.7K – 734
2023
Q2 		$10.7K Buy
+242
New +$10.2K ﹤0.01% 826

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

ICA Group Wealth Management's JQUA Position: Q2 2024 in Review

ICA Group Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 61% in Q2 2024, selling an estimated $852K and leaving 10,577 shares worth $560K. The position accounts for 0.34% of the portfolio, ranked #46.

ICA Group Wealth Management first reported a position in JQUA in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.43M in Q1 2024. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • ICA Group Wealth Management held 10,577 shares of JPMorgan US Quality Factor ETF worth $560K as of Q2 2024.
  • ICA Group Wealth Management sold 16,460 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $852K.
  • JPMorgan US Quality Factor ETF made up 0.34% of ICA Group Wealth Management's portfolio in Q2 2024, its #46 holding.
  • ICA Group Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 4 quarters since.
  • ICA Group Wealth Management's JPMorgan US Quality Factor ETF position peaked at $1.43M in Q1 2024.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.