Goldstone Financial Group, LLC JQUA Holdings History
Goldstone Financial Group, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 478,203.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $29.09 Mil. This investment constitutes 3.84% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.43% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2023Q2. And since then Goldstone Financial Group, LLC has made 8 purchases of JQUA, at an average price of $46.08, for a total of 478,203.00 shares. Based on historical transaction data and JQUA's current price of $60.20, Goldstone Financial Group, LLC's estimated gain on his JQUA holdings is $6.75 Mil, reflecting a 30.65% gain to date.
Goldstone Financial Group, LLC JQUA ($60.20) Holding Chart
Goldstone Financial Group, LLC 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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