RVW Wealth, LLC JQUA Holdings History

Number of Shares
868,747.00
Current Holdings Value*
$52.17 Mil
% of Portfolio
4.43%
Total Estimate Gain
$18.40 Mil
% of Total Estimate Gain
50.84%

RVW Wealth, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-06-30, RVW Wealth, LLC held 868,747.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $52.17 Mil. This investment constitutes 4.43% of their stock portfolio, and RVW Wealth, LLC now holds 0.81% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2020Q3. And since then RVW Wealth, LLC has made 18 purchases of JQUA, at an average price of $39.26, for a total of 921,859.00 shares. In addition, there have been 2 sales at an average price of $43.19 for 53,112.00 shares. Based on historical transaction data and JQUA's current price of $60.20, RVW Wealth, LLC's estimated gain on his JQUA holdings is $18.40 Mil, reflecting a 50.84% gain to date.

RVW Wealth, LLC JQUA ($60.20) Holding Chart

RVW Wealth, LLC JQUA ($60.20) 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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