Level Four Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Level Four Advisory 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
2023 Q2	–	Sell	-5,223	Closed	-$215K	–	825
2023 Q1	$215K	Sell	5,223 -6,716	-56%	-$270K	0.01%	671
2022 Q4	$463K	Buy	+11,939	New	+$458K	0.03%	414

Other funds holding JQUA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

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

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Level Four Advisory Services's JQUA Position: Q2 2023 in Review

Level Four Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2023, closing a stake of 5,223 shares — an estimated $215K sold.

Level Four Advisory Services first reported a position in JQUA in Q4 2022 and held it in 2 quarters. The position peaked at $463K in Q4 2022. 173 funds tracked by Wall St. Rank hold JQUA as of Q2 2023.

Level Four Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
Level Four Advisory Services sold 5,223 JPMorgan US Quality Factor ETF shares in Q2 2023, an estimated $215K.
Level Four Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q4 2022 and held it in 2 quarters.
Level Four Advisory Services's JPMorgan US Quality Factor ETF position peaked at $463K in Q4 2022.
173 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.