Number of Shares
33,036.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
0.25%
Total Estimate Gain
$2.46 Mil
% of Total Estimate Gain
27.49%

Archford Capital Strategies, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-06-30, Archford Capital Strategies, LLC held 33,036.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $1.98 Mil. This investment constitutes 0.25% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0.03% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2023Q3. And since then Archford Capital Strategies, LLC has made 5 purchases of JQUA, at an average price of $45.99, for a total of 194,483.00 shares. In addition, there have been 3 sales at an average price of $58.31 for 161,447.00 shares. Based on historical transaction data and JQUA's current price of $60.20, Archford Capital Strategies, LLC's estimated gain on his JQUA holdings is $2.46 Mil, reflecting a 27.49% gain to date.

Archford Capital Strategies, LLC JQUA ($60.20) Holding Chart

Archford Capital Strategies, LLC 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 %

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