Number of Shares
65,208.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
0.18%
Total Estimate Gain
$142,805.52
% of Total Estimate Gain
3.75%

Linscomb Wealth, Inc.'s JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, Linscomb Wealth, Inc. held 65,208.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $3.68 Mil. This investment constitutes 0.18% of their stock portfolio, and Linscomb Wealth, Inc. now holds 0.06% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2025Q1. And since then Linscomb Wealth, Inc. has made 1 purchases of JQUA, at an average price of $58.41, for a total of 65,208.00 shares. Based on historical transaction data and JQUA's current price of $60.60, Linscomb Wealth, Inc.'s estimated gain on his JQUA holdings is $142,805.52, reflecting a 3.75% gain to date.

Linscomb Wealth, Inc. JQUA ($60.60) Holding Chart

Linscomb Wealth, Inc. JQUA ($60.60) 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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