Number of Shares
142,970.00
Current Holdings Value*
$8.07 Mil
% of Portfolio
6.62%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
36.80%

PETRA FINANCIAL ADVISORS INC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, PETRA FINANCIAL ADVISORS INC held 142,970.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $8.07 Mil. This investment constitutes 6.62% of their stock portfolio, and PETRA FINANCIAL ADVISORS INC now holds 0.14% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2022Q4. And since then PETRA FINANCIAL ADVISORS INC has made 7 purchases of JQUA, at an average price of $44.04, for a total of 145,856.00 shares. In addition, there have been 2 sales at an average price of $42.94 for 2,886.00 shares. Based on historical transaction data and JQUA's current price of $60.60, PETRA FINANCIAL ADVISORS INC's estimated gain on his JQUA holdings is $2.36 Mil, reflecting a 36.80% gain to date.

PETRA FINANCIAL ADVISORS INC JQUA ($60.60) Holding Chart

PETRA FINANCIAL ADVISORS 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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