Number of Shares
3,722.00
Current Holdings Value*
$223,510.00
% of Portfolio
0.11%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
15.61%

FSA WEALTH PARTNERS, INC.'s JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-06-30, FSA WEALTH PARTNERS, INC. held 3,722.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $223,510.00. This investment constitutes 0.11% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0% 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 3 sales at an average price of $57.15 for 398,871.00 shares. Based on historical transaction data and JQUA's current price of $60.60, FSA WEALTH PARTNERS, INC.'s estimated gain on his JQUA holdings is $3.11 Mil, reflecting a 15.61% gain to date.

FSA WEALTH PARTNERS, INC. JQUA ($60.60) Holding Chart

FSA WEALTH PARTNERS, INC. JQUA ($60.60) 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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