REDW Wealth LLC JQUA Holdings History
REDW Wealth LLC's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, REDW Wealth LLC held 407,496.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $23.01 Mil. This investment constitutes 8.56% of their stock portfolio, and REDW Wealth LLC now holds 0.4% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2020Q3. And since then REDW Wealth LLC has made 13 purchases of JQUA, at an average price of $35.45, for a total of 697,132.00 shares. In addition, there have been 6 sales at an average price of $52.16 for 289,636.00 shares. Based on historical transaction data and JQUA's current price of $60.12, REDW Wealth LLC's estimated gain on his JQUA holdings is $14.89 Mil, reflecting a 60.24% gain to date.
REDW Wealth LLC JQUA ($60.12) Holding Chart
REDW Wealth LLC JQUA ($60.12) 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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