Mariner Independent Advisor Network’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Mariner Independent Advisor Network’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 Q3	$1.22M	Buy	34,861 +680	+2%	+$26.3K	0.05%	335
2022 Q2	$1.31M	Sell	34,181 -1,807	-5%	-$71.8K	0.06%	323
2022 Q1	$1.54M	Sell	35,988 -189	-0.5%	-$7.97K	0.06%	298
2021 Q4	$1.64M	Buy	36,177 +32	+0.1%	+$1.4K	0.08%	257
2021 Q3	$1.48M	Buy	36,145 +704	+2%	+$29.7K	0.07%	279
2021 Q2	$1.45M	Buy	35,441 +3,783	+12%	+$150K	0.07%	292
2021 Q1	$1.19M	Buy	31,658 +8,460	+36%	+$310K	0.06%	280
2020 Q4	$832K	Buy	+23,198	New	+$794K	0.04%	311

Other funds holding JQUA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FCBT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mariner Independent Advisor Network's JQUA Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its JPMorgan US Quality Factor ETF (JQUA) stake by 2% in Q3 2022, buying an estimated $26.3K and bringing the position to 34,861 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #335.

Mariner Independent Advisor Network first reported a position in JQUA in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.64M in Q4 2021. 85 funds tracked by Wall St. Rank hold JQUA as of Q3 2022.

Mariner Independent Advisor Network held 34,861 shares of JPMorgan US Quality Factor ETF worth $1.22M as of Q3 2022.
Mariner Independent Advisor Network bought 680 JPMorgan US Quality Factor ETF shares in Q3 2022, an estimated $26.3K.
JPMorgan US Quality Factor ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #335 holding.
Mariner Independent Advisor Network first reported a position in JPMorgan US Quality Factor ETF in Q4 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's JPMorgan US Quality Factor ETF position peaked at $1.64M in Q4 2021.
85 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.