Number of Shares
186,096.00
Current Holdings Value*
$10.51 Mil
% of Portfolio
1.84%
Total Estimate Gain
$336,833.76
% of Total Estimate Gain
3.10%

Intellus Advisors LLC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, Intellus Advisors LLC held 186,096.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $10.51 Mil. This investment constitutes 1.84% of their stock portfolio, and Intellus Advisors LLC now holds 0.18% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2025Q1. And since then Intellus Advisors LLC has made 1 purchases of JQUA, at an average price of $58.41, for a total of 186,096.00 shares. Based on historical transaction data and JQUA's current price of $60.22, Intellus Advisors LLC's estimated gain on his JQUA holdings is $336,833.76, reflecting a 3.10% gain to date.

Intellus Advisors LLC JQUA ($60.22) Holding Chart

Intellus Advisors LLC JQUA ($60.22) 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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