Linscomb Wealth, Inc. JQUA Holdings History
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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