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Legacy Capital Group California’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Legacy Capital Group California’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
-4,545
Closed -$240K – 325
2024
Q1 		$240K Buy
+4,545
New +$230K 0.09% 263

Other funds holding JQUA

S
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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 $2.78B AUM 23.87% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Legacy Capital Group California's JQUA Position: Q2 2024 in Review

Legacy Capital Group California sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2024, closing a stake of 4,545 shares — an estimated $240K sold.

Legacy Capital Group California first reported a position in JQUA in Q1 2024 and held it in 1 quarter. The position peaked at $240K in Q1 2024. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • Legacy Capital Group California reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 4,545 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $240K.
  • Legacy Capital Group California first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Group California's JPMorgan US Quality Factor ETF position peaked at $240K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.