Sargent Bickham Lagudis’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Sargent Bickham Lagudis’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	$15.3K	Hold	394	–	–	﹤0.01%	657
2022 Q3	$14K	Hold	394	–	–	﹤0.01%	638
2022 Q2	$15K	Hold	394	–	–	﹤0.01%	636
2022 Q1	$17K	Hold	394	–	–	﹤0.01%	634
2021 Q4	$18K	Hold	394	–	–	﹤0.01%	618
2021 Q3	$16K	Hold	394	–	–	﹤0.01%	643
2021 Q2	$16K	Hold	394	–	–	﹤0.01%	641
2021 Q1	$15K	Buy	394 +240	+156%	+$8.79K	﹤0.01%	629
2020 Q4	$6K	Hold	154	–	–	﹤0.01%	721
2020 Q3	$5K	Buy	+154	New	+$4.96K	﹤0.01%	663

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

SMA

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

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

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

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

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

Sargent Bickham Lagudis's JQUA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q4 2022 at 394 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Sargent Bickham Lagudis first reported a position in JQUA in Q3 2020 and has held it in 10 quarters since. The position peaked at $18K in Q4 2021. 106 funds tracked by Wall St. Rank hold JQUA as of Q4 2022.

Sargent Bickham Lagudis held 394 shares of JPMorgan US Quality Factor ETF worth $15.3K as of Q4 2022.
Sargent Bickham Lagudis left its JPMorgan US Quality Factor ETF share count unchanged in Q4 2022.
JPMorgan US Quality Factor ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #657 holding.
Sargent Bickham Lagudis first reported a position in JPMorgan US Quality Factor ETF in Q3 2020 and has held it in 10 quarters since.
Sargent Bickham Lagudis's JPMorgan US Quality Factor ETF position peaked at $18K in Q4 2021.
106 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.