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

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-5,067
Closed -$287K – 73
2024
Q3 		$287K Sell
5,067
-124,775
-96% -$6.77M 0.09% 116
2024
Q2 		$6.88M Buy
129,842
+39,590
+44% +$2.05M 2.3% 10
2024
Q1 		$4.77M Buy
+90,252
New +$4.56M 1.72% 20

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Zimmermann Investment Management & Planning's JQUA Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2024, closing a stake of 5,067 shares — an estimated $287K sold.

Zimmermann Investment Management & Planning first reported a position in JQUA in Q1 2024 and held it in 3 quarters. The position peaked at $6.88M in Q2 2024. 375 funds tracked by Wall St. Rank hold JQUA as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,067 JPMorgan US Quality Factor ETF shares in Q4 2024, an estimated $287K.
  • Zimmermann Investment Management & Planning first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's JPMorgan US Quality Factor ETF position peaked at $6.88M in Q2 2024.
  • 375 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.