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Lincoln National Corp’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Lincoln National Corp’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
2022
Q4 		– Sell
-70,712
Closed -$2.48M – 962
2022
Q3 		$2.48M Buy
70,712
+563
+0.8% +$21.7K 0.06% 178
2022
Q2 		$2.61M Sell
70,149
-17,668
-20% -$702K 0.06% 165
2022
Q1 		$3.77M Buy
87,817
+494
+0.6% +$20.8K 0.08% 139
2021
Q4 		$3.97M Sell
87,323
-1,121
-1% -$49K 0.08% 130
2021
Q3 		$3.62M Sell
88,444
-356
-0.4% -$15K 0.08% 130
2021
Q2 		$3.63M Buy
88,800
+5,039
+6% +$200K 0.08% 134
2021
Q1 		$3.16M Sell
83,761
-921
-1% -$33.7K 0.08% 136
2020
Q4 		$3.04M Buy
84,682
+643
+0.8% +$22K 0.08% 132
2020
Q3 		$2.73M Sell
84,039
-2,849
-3% -$91.7K 0.08% 132
2020
Q2 		$2.64M Sell
86,888
-1,506
-2% -$43.6K 0.08% 129
2020
Q1 		$2.25M Buy
88,394
+11,622
+15% +$347K 0.08% 120
2019
Q4 		$2.4M Buy
+76,772
New +$2.32M 0.08% 136

Other funds holding JQUA

Envestnet Asset Management
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
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Lincoln National Corp's JQUA Position: Q4 2022 in Review

Lincoln National Corp sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2022, closing a stake of 70,712 shares — an estimated $2.48M sold.

Lincoln National Corp first reported a position in JQUA in Q4 2019 and held it in 12 quarters. The position peaked at $3.97M in Q4 2021. 106 funds tracked by Wall St. Rank hold JQUA as of Q4 2022.

  • Lincoln National Corp reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Lincoln National Corp sold 70,712 JPMorgan US Quality Factor ETF shares in Q4 2022, an estimated $2.48M.
  • Lincoln National Corp first reported a position in JPMorgan US Quality Factor ETF in Q4 2019 and held it in 12 quarters.
  • Lincoln National Corp's JPMorgan US Quality Factor ETF position peaked at $3.97M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2022.

Based on Lincoln National Corp's 13F filing for Q4 2022, filed 8 Feb 2023.