First Capital Advisors Group, LLC. JPUS Holdings History
First Capital Advisors Group, LLC.'s JPMorgan Diversified Return U.S. Equity ETF Holding Summary
As of 2023-06-30, First Capital Advisors Group, LLC. held 47,388.00 shares of JPMorgan Diversified Return U.S. Equity ETF(JPUS), totaling $4.63 Mil. This investment constitutes 2.42% of their stock portfolio, and First Capital Advisors Group, LLC. now holds 0.91% of the outstanding JPMorgan Diversified Return U.S. Equity ETF(JPUS) stock.
The initial trade took place in 2021Q4. And since then First Capital Advisors Group, LLC. has made 4 purchases of JPUS, at an average price of $101.45, for a total of 83,615.00 shares. In addition, there have been 3 sales at an average price of $99.93 for 36,227.00 shares. Based on historical transaction data and JPUS's current price of $119.05, First Capital Advisors Group, LLC.'s estimated gain on his JPUS holdings is $779,034.64, reflecting a 9.18% gain to date.
First Capital Advisors Group, LLC. JPUS ($119.05) Holding Chart
First Capital Advisors Group, LLC. JPUS ($119.05) 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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