Jackson Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-21,825
| Closed | -$1.15M | – | 124 |
|
2024
Q1 | $1.15M | Buy |
21,825
+2,472
| +13% | +$131K | 0.14% | 84 |
|
2023
Q4 | $926K | Sell |
19,353
-558
| -3% | -$26.7K | 0.12% | 88 |
|
2023
Q3 | $862K | Buy |
19,911
+1,221
| +7% | +$52.9K | 0.12% | 89 |
|
2023
Q2 | $828K | Sell |
18,690
-1,071
| -5% | -$47.4K | 0.12% | 82 |
|
2023
Q1 | $815K | Buy |
+19,761
| New | +$815K | 0.61% | 56 |
|