KARPAS STRATEGIES, LLC JQUA Holdings History
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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