JP Wealth Management, Inc. QQQM Holdings History
JP Wealth Management, Inc.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-06-30, JP Wealth Management, Inc. held 115,919.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $26.33 Mil. This investment constitutes 19.69% of their stock portfolio, and JP Wealth Management, Inc. now holds 0.05% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q4. And since then JP Wealth Management, Inc. has made 2 purchases of QQQM, at an average price of $208.27, for a total of 115,919.00 shares. Based on historical transaction data and QQQM's current price of $231.05, JP Wealth Management, Inc.'s estimated gain on his QQQM holdings is $2.64 Mil, reflecting a 10.94% gain to date.
JP Wealth Management, Inc. QQQM ($231.05) Holding Chart
JP Wealth Management, Inc. QQQM ($231.05) 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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