EHRLICH FINANCIAL GROUP JQUA Holdings History
EHRLICH FINANCIAL GROUP's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 116,510.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $7.00 Mil. This investment constitutes 4.53% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.1% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2024Q3. And since then EHRLICH FINANCIAL GROUP has made 4 purchases of JQUA, at an average price of $57.69, for a total of 116,510.00 shares. Based on historical transaction data and JQUA's current price of $60.21, EHRLICH FINANCIAL GROUP's estimated gain on his JQUA holdings is $293,017.50, reflecting a 4.36% gain to date.
EHRLICH FINANCIAL GROUP JQUA ($60.21) Holding Chart
EHRLICH FINANCIAL GROUP JQUA ($60.21) 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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