Clarus Wealth Advisors JQUA Holdings History
Clarus Wealth Advisors's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, Clarus Wealth Advisors held 136,676.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $7.46 Mil. This investment constitutes 3.99% of their stock portfolio, and Clarus Wealth Advisors now holds 0.14% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2024Q1. And since then Clarus Wealth Advisors has made 3 purchases of JQUA, at an average price of $55.28, for a total of 142,451.00 shares. In addition, there have been 2 sales at an average price of $55.74 for 5,775.00 shares. Based on historical transaction data and JQUA's current price of $60.84, Clarus Wealth Advisors's estimated gain on his JQUA holdings is $762,613.46, reflecting a 9.68% gain to date.
Clarus Wealth Advisors JQUA ($60.84) Holding Chart
Clarus Wealth Advisors JQUA ($60.84) 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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