Number of Shares
620.00
Current Holdings Value*
$35,010.00
% of Portfolio
0.03%
Total Estimate Gain
$537,739.48
% of Total Estimate Gain
36.08%

Future Financial Wealth Managment LLC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, Future Financial Wealth Managment LLC held 620.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $35,010.00. This investment constitutes 0.03% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2023Q2. And since then Future Financial Wealth Managment LLC has made 5 purchases of JQUA, at an average price of $42.85, for a total of 34,777.00 shares. In addition, there have been 3 sales at an average price of $58.28 for 34,157.00 shares. Based on historical transaction data and JQUA's current price of $60.06, Future Financial Wealth Managment LLC's estimated gain on his JQUA holdings is $537,739.48, reflecting a 36.08% gain to date.

Future Financial Wealth Managment LLC JQUA ($60.06) Holding Chart

Future Financial Wealth Managment LLC JQUA ($60.06) 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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