T
JQUA icon

TCWP’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

TCWP’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
-61
Closed -$2K – 1034
2022
Q1 		$2K Buy
+61
New +$2.57K ﹤0.01% 1335

Other funds holding JQUA

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 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 $743M AUM 28.33% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

TCWP's JQUA Position: Q2 2022 in Review

TCWP sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2022, closing a stake of 61 shares — an estimated $2K sold.

TCWP first reported a position in JQUA in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 81 funds tracked by Wall St. Rank hold JQUA as of Q2 2022.

  • TCWP reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 61 JPMorgan US Quality Factor ETF shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in JPMorgan US Quality Factor ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's JPMorgan US Quality Factor ETF position peaked at $2K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.