Number of Shares
39,569.00
Current Holdings Value*
$2.10 Mil
% of Portfolio
0.66%
Total Estimate Gain
$334,753.74
% of Total Estimate Gain
16.34%

KARPAS STRATEGIES, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2024-06-30, KARPAS STRATEGIES, LLC held 39,569.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $2.10 Mil. This investment constitutes 0.66% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds -% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2024Q2. And since then KARPAS STRATEGIES, LLC has made 1 purchases of JQUA, at an average price of $51.76, for a total of 39,569.00 shares. Based on historical transaction data and JQUA's current price of $60.22, KARPAS STRATEGIES, LLC's estimated gain on his JQUA holdings is $334,753.74, reflecting a 16.34% gain to date.

KARPAS STRATEGIES, LLC JQUA ($60.22) Holding Chart

KARPAS STRATEGIES, 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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