Walled Lake Planning & Wealth Management LLC Has $22.35 Million Stock Holdings in JPMorgan U.S. Quality Factor ETF $JQUA

Walled Lake Planning & Wealth Management LLC increased its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) by 2.6% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 364,507 shares of the company’s stock after purchasing an additional 9,126 shares during the quarter. JPMorgan U.S. Quality Factor ETF makes up about 6.6% of Walled Lake Planning & Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. Walled Lake Planning & Wealth Management LLC owned about 0.32% of JPMorgan U.S. Quality Factor ETF worth $22,352,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of JQUA. Money Concepts Capital Corp boosted its stake in JPMorgan U.S. Quality Factor ETF by 12.8% in the 1st quarter. Money Concepts Capital Corp now owns 9,143 shares of the company’s stock worth $561,000 after purchasing an additional 1,039 shares in the last quarter. Navalign LLC increased its position in JPMorgan U.S. Quality Factor ETF by 7.9% during the first quarter. Navalign LLC now owns 130,438 shares of the company’s stock valued at $7,998,000 after acquiring an additional 9,594 shares during the last quarter. Integrated Advisors Network LLC increased its position in shares of JPMorgan U.S. Quality Factor ETF by 2.4% during the 1st quarter. Integrated Advisors Network LLC now owns 27,046 shares of the company’s stock valued at $1,658,000 after purchasing an additional 641 shares during the last quarter. LVZ Inc. raised its position in JPMorgan U.S. Quality Factor ETF by 1.6% in the first quarter. LVZ Inc. now owns 1,017,280 shares of the company’s stock worth $62,380,000 after acquiring an additional 15,791 shares during the period. Finally, Cobblestone Asset Management LLC raised its holdings in JPMorgan U.S. Quality Factor ETF by 2.3% in the 1st quarter. Cobblestone Asset Management LLC now owns 82,709 shares of the company’s stock worth $5,072,000 after purchasing an additional 1,896 shares during the period.

JPMorgan U.S. Quality Factor ETF Price Performance

Shares of JQUA stock traded up $0.10 during trading hours on Friday, reaching $72.48. 468,148 shares of the company traded hands, compared to its average volume of 798,973. JPMorgan U.S. Quality Factor ETF has a 12-month low of $59.23 and a 12-month high of $72.66. The company has a market cap of $8.18 billion, a P/E ratio of 23.86 and a beta of 0.91. The firm has a 50-day moving average price of $70.27 and a 200 day moving average price of $65.98.

JPMorgan U.S. 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.