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Summit X LLC’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Summit X LLC’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
Q2 		– Sell
-22,402
Closed -$963K – 263
2022
Q1 		$963K Sell
22,402
-401
-2% -$16.9K 0.24% 88
2021
Q4 		$1.04M Buy
22,803
+353
+2% +$15.4K 0.24% 93
2021
Q3 		$923K Sell
22,450
-4,691
-17% -$198K 0.23% 101
2021
Q2 		$1.11M Buy
27,141
+579
+2% +$22.9K 0.28% 88
2021
Q1 		$1.01M Sell
26,562
-814
-3% -$29.8K 0.28% 87
2020
Q4 		$979K Buy
+27,376
New +$937K 0.29% 85

Other funds holding JQUA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Summit X LLC's JQUA Position: Q2 2022 in Review

Summit X LLC sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2022, closing a stake of 22,402 shares — an estimated $963K sold.

Summit X LLC first reported a position in JQUA in Q4 2020 and held it in 6 quarters. The position peaked at $1.11M in Q2 2021. 81 funds tracked by Wall St. Rank hold JQUA as of Q2 2022.

  • Summit X LLC reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Summit X LLC sold 22,402 JPMorgan US Quality Factor ETF shares in Q2 2022, an estimated $963K.
  • Summit X LLC first reported a position in JPMorgan US Quality Factor ETF in Q4 2020 and held it in 6 quarters.
  • Summit X LLC's JPMorgan US Quality Factor ETF position peaked at $1.11M in Q2 2021.
  • 81 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2022.

Based on Summit X LLC's 13F filing for Q2 2022, filed 12 Aug 2022.