Zimmermann Investment Management & Planning’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,067
Closed -$287K 73
2024
Q3
$287K Sell
5,067
-124,775
-96% -$7.06M 0.09% 116
2024
Q2
$6.88M Buy
129,842
+39,590
+44% +$2.1M 2.3% 10
2024
Q1
$4.77M Buy
+90,252
New +$4.77M 1.72% 20