FSA WEALTH PARTNERS, INC. JQUA Holdings History
FSA WEALTH PARTNERS, INC.'s JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 332,632.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $18.78 Mil. This investment constitutes 7.1% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.33% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2023Q2. And since then FSA WEALTH PARTNERS, INC. has made 6 purchases of JQUA, at an average price of $49.47, for a total of 402,593.00 shares. In addition, there have been 2 sales at an average price of $57.27 for 69,961.00 shares. Based on historical transaction data and JQUA's current price of $60.20, FSA WEALTH PARTNERS, INC.'s estimated gain on his JQUA holdings is $4.12 Mil, reflecting a 20.67% gain to date.
FSA WEALTH PARTNERS, INC. JQUA ($60.20) Holding Chart
FSA WEALTH PARTNERS, 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 % | |||
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