Vertex Planning Partners LLC Has $40.45 Million Stock Holdings in JPMorgan US Quality Factor ETF (NYSEARCA:JQUA)

Vertex Planning Partners LLC raised its holdings in shares of JPMorgan US Quality Factor ETF (NYSEARCA:JQUA) by 0.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 715,076 shares of the company’s stock after buying an additional 4,815 shares during the period. JPMorgan US Quality Factor ETF comprises 9.7% of Vertex Planning Partners LLC’s portfolio, making the stock its largest holding. Vertex Planning Partners LLC’s holdings in JPMorgan US Quality Factor ETF were worth $40,452,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Levy Wealth Management Group LLC raised its stake in JPMorgan US Quality Factor ETF by 15.6% during the 2nd quarter. Levy Wealth Management Group LLC now owns 634,321 shares of the company’s stock worth $33,587,000 after acquiring an additional 85,617 shares during the period. Atria Wealth Solutions Inc. raised its holdings in JPMorgan US Quality Factor ETF by 29.9% during the second quarter. Atria Wealth Solutions Inc. now owns 17,047 shares of the company’s stock valued at $903,000 after acquiring an additional 3,925 shares during the period. Onyx Bridge Wealth Group LLC lifted its position in shares of JPMorgan US Quality Factor ETF by 1.1% in the third quarter. Onyx Bridge Wealth Group LLC now owns 109,361 shares of the company’s stock valued at $6,187,000 after acquiring an additional 1,210 shares in the last quarter. Sequoia Financial Advisors LLC bought a new stake in JPMorgan US Quality Factor ETF during the 3rd quarter valued at approximately $2,278,000. Finally, D Orazio & Associates Inc. boosted its position in shares of JPMorgan US Quality Factor ETF by 58.8% during the second quarter. D Orazio & Associates Inc. now owns 170,986 shares of the company’s stock worth $9,054,000 after acquiring an additional 63,282 shares during the last quarter.

JPMorgan US Quality Factor ETF Trading Up 0.3 %

Shares of JPMorgan US Quality Factor ETF stock opened at $57.75 on Tuesday. JPMorgan US Quality Factor ETF has a 12 month low of $45.08 and a 12 month high of $59.07. The stock has a 50 day moving average of $56.78 and a 200 day moving average of $54.41. The firm has a market cap of $4.67 billion, a PE ratio of 25.27 and a beta of 0.94.

JPMorgan US Quality Factor ETF Company Profile

The JPMorgan U.S. Quality Factor ETF (JQUA) is an exchange-traded fund that is based on the JP Morgan US Quality Factor index. The fund selects companies from the Russell 1000 using three quality factors: profitability, earnings, and solvency. JQUA was launched on Nov 8, 2017 and is managed by JPMorgan Chase.