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West Branch Capital’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

West Branch Capital’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
2023
Q2 		– Sell
-3
Closed -$129 – 461
2023
Q1 		$129 Hold
3
– – ﹤0.01% 451
2022
Q4 		$120 Hold
3
– – ﹤0.01% 447
2022
Q3 		$0 Hold
3
– – ﹤0.01% 458
2022
Q2 		$0 Hold
3
– – ﹤0.01% 441
2022
Q1 		$0 Hold
3
– – ﹤0.01% 450
2021
Q4 		$0 Buy
3
+1
+50% +$44 ﹤0.01% 467
2021
Q3 		$0 Hold
2
– – ﹤0.01% 443
2021
Q2 		$0 Buy
+2
New +$79 ﹤0.01% 445

Other funds holding JQUA

Envestnet Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

West Branch Capital's JQUA Position: Q2 2023 in Review

West Branch Capital sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2023, closing a stake of 3 shares — an estimated $129 sold.

West Branch Capital first reported a position in JQUA in Q2 2021 and held it in 8 quarters. The position peaked at $129 in Q1 2023. 173 funds tracked by Wall St. Rank hold JQUA as of Q2 2023.

  • West Branch Capital reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
  • West Branch Capital sold 3 JPMorgan US Quality Factor ETF shares in Q2 2023, an estimated $129.
  • West Branch Capital first reported a position in JPMorgan US Quality Factor ETF in Q2 2021 and held it in 8 quarters.
  • West Branch Capital's JPMorgan US Quality Factor ETF position peaked at $129 in Q1 2023.
  • 173 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.