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Ladenburg Thalmann Financial Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$769K Buy
24,559
+1,045
+4% +$31.5K ﹤0.01% 1475
2019
Q3 		$691K Buy
+23,514
New +$687K ﹤0.01% 1506

Other funds holding JQUA

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JQUA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its JPMorgan US Quality Factor ETF (JQUA) stake by 4.4% in Q4 2019, buying an estimated $31.5K and bringing the position to 24,559 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Ladenburg Thalmann Financial Services first reported a position in JQUA in Q3 2019 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold JQUA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 24,559 shares of JPMorgan US Quality Factor ETF worth $769K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,045 JPMorgan US Quality Factor ETF shares in Q4 2019, an estimated $31.5K.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1475 holding.
  • Ladenburg Thalmann Financial Services first reported a position in JPMorgan US Quality Factor ETF in Q3 2019 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.