Able Wealth Management LLC JQUA Holdings History
Able Wealth Management LLC's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 106,498.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $6.01 Mil. This investment constitutes 3.55% of their stock portfolio, and Able Wealth Management LLC now holds 0.11% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 3 purchases of JQUA, at an average price of $48.91, for a total of 110,909.00 shares. In addition, there have been 2 sales at an average price of $53.88 for 4,411.00 shares. Based on historical transaction data and JQUA's current price of $60.99, Able Wealth Management LLC's estimated gain on his JQUA holdings is $1.31 Mil, reflecting a 24.11% gain to date.
Able Wealth Management LLC JQUA ($60.99) Holding Chart
Able Wealth Management LLC JQUA ($60.99) 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 % | |||
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