Number of Shares
1.02 Mil
Current Holdings Value*
$33.17 Mil
% of Portfolio
16.96%
Total Estimate Gain
$32.22 Mil
% of Total Estimate Gain
103.19%

3D ASSET MANAGEMENT, INC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 1.02 Mil shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $33.17 Mil. This investment constitutes 16.96% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 9.87% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2020Q2. And since then 3D ASSET MANAGEMENT, INC has made 1 purchases of JQUA, at an average price of $28.87, for a total of 1.08 Mil shares. In addition, there have been 1 sales at an average price of $32.19 for 59,459.00 shares. Based on historical transaction data and JQUA's current price of $60.20, 3D ASSET MANAGEMENT, INC's estimated gain on his JQUA holdings is $32.22 Mil, reflecting a 103.19% gain to date.

3D ASSET MANAGEMENT, INC JQUA ($60.20) Holding Chart

3D ASSET MANAGEMENT, INC JQUA ($60.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1