ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC JQUA β€” J P MORGAN EXCHANGE TRADED F

Ownership history in ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC  Β·  3 quarters on record

AI Ownership Summary

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported J P MORGAN EXCHANGE TRADED F (JQUA) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 2.3% in 2024 Q2. The latest visible filing shows JQUA at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JQUA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

JQUA was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.3% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JQUA stock page ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC fund profile ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC full holdings
How ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held JQUA β€” position size vs. price
% of Fund (quarterly)    JQUA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 96.1% +1.8% ❌ 5,067 -124,775 -96.1% 0.09% $287K 2024-10-24 $55.39
2024 Q2 ADDED β€” β€” β€” 129,842 +39,590 +43.9% 2.30% $6.9M 2024-07-26 $52.20
2024 Q1 INITIATED β€” β€” β€” 90,252 β€” β€” 1.72% $4.8M 2024-04-23 $49.22

🏒 Other funds also holding JQUA

As of 2026 Q2 β€” sorted by position size

HEMMING& WEALTH MANAGEMENT, INC. 19.17% Strategent Financial, LLC 15.87% Sage Mountain Advisors LLC 3Y 12.94% Warren Street Wealth Advisors, LLC 3Y 11.22% Spectrum Wealth Advisory Group, LLC 3Y 7Y 11.02% Hughes Financial Services, LLC 9.69% Tull Financial Group, Inc. 9.49% Quadcap Wealth Management, LLC 8.86% LVZ, Inc. 3Y 7Y 7.46% Vertex Planning Partners, LLC 3Y 7.38%

FAQ About ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC and JQUA

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported owning JQUA?

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported JQUA across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

What was the largest reported JQUA position in ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's portfolio?

The largest reported portfolio weight for JQUA was 2.30% in 2024 Q2.

What is the latest reported JQUA position on this page?

The most recent filing on this page is 2024 Q3, when ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported 5,067 shares, equal to 0.09% of portfolio, with an estimated market value of $287K.

What does the chart on this JQUA ownership page compare?

The chart compares ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's quarterly JQUA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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