Number of Shares
19,553.00
Current Holdings Value*
$10.79 Mil
% of Portfolio
8.07%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
9.78%

JP Wealth Management, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-06-30, JP Wealth Management, Inc. held 19,553.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.79 Mil. This investment constitutes 8.07% of their stock portfolio, and JP Wealth Management, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $498.28 for 1,885.00 shares. Based on historical transaction data and QQQ's current price of $561.25, JP Wealth Management, Inc.'s estimated gain on his QQQ holdings is $1.06 Mil, reflecting a 9.78% gain to date.

JP Wealth Management, Inc. QQQ ($561.25) Holding Chart

JP Wealth Management, Inc. QQQ ($561.25) 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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