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

Jackson 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	–	Sell	-21,825	Closed	-$1.15M	–	124
2024 Q1	$1.15M	Buy	21,825 +2,472	+13%	+$125K	0.14%	84
2023 Q4	$926K	Sell	19,353 -558	-3%	-$25.1K	0.12%	88
2023 Q3	$862K	Buy	19,911 +1,221	+7%	+$54.5K	0.12%	89
2023 Q2	$828K	Sell	18,690 -1,071	-5%	-$45.1K	0.12%	82
2023 Q1	$815K	Buy	+19,761	New	+$793K	0.61%	56

Other funds holding JQUA

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Jackson Wealth Management's JQUA Position: Q2 2024 in Review

Jackson Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2024, closing a stake of 21,825 shares — an estimated $1.15M sold.

Jackson Wealth Management first reported a position in JQUA in Q1 2023 and held it in 5 quarters. The position peaked at $1.15M in Q1 2024. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

Jackson Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
Jackson Wealth Management sold 21,825 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $1.15M.
Jackson Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and held it in 5 quarters.
Jackson Wealth Management's JPMorgan US Quality Factor ETF position peaked at $1.15M in Q1 2024.
308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Jackson Wealth Management's 13F filing for Q2 2024, filed 1 Jul 2024.