NSIM
JQUA icon

North Star Investment Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

North Star Investment Management’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
-222
Closed -$11.7K – 1209
2024
Q1 		$11.7K Buy
+222
New +$11.2K ﹤0.01% 827

Other funds holding JQUA

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
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

North Star Investment Management's JQUA Position: Q2 2024 in Review

North Star Investment Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2024, closing a stake of 222 shares — an estimated $11.7K sold.

North Star Investment Management first reported a position in JQUA in Q1 2024 and held it in 1 quarter. The position peaked at $11.7K in Q1 2024. 308 funds tracked by Wall St. Rank hold JQUA as of Q2 2024.

  • North Star Investment Management reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • North Star Investment Management sold 222 JPMorgan US Quality Factor ETF shares in Q2 2024, an estimated $11.7K.
  • North Star Investment Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 1 quarter.
  • North Star Investment Management's JPMorgan US Quality Factor ETF position peaked at $11.7K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2024.

Based on North Star Investment Management's 13F filing for Q2 2024, filed 6 Aug 2024.