Number of Shares
130,630.00
Current Holdings Value*
$7.38 Mil
% of Portfolio
5.02%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
24.01%

SEAMOUNT FINANCIAL GROUP INC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, SEAMOUNT FINANCIAL GROUP INC held 130,630.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $7.38 Mil. This investment constitutes 5.02% of their stock portfolio, and SEAMOUNT FINANCIAL GROUP INC now holds 0.13% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2023Q4. And since then SEAMOUNT FINANCIAL GROUP INC has made 5 purchases of JQUA, at an average price of $48.56, for a total of 130,630.00 shares. Based on historical transaction data and JQUA's current price of $60.22, SEAMOUNT FINANCIAL GROUP INC's estimated gain on his JQUA holdings is $1.52 Mil, reflecting a 24.01% gain to date.

SEAMOUNT FINANCIAL GROUP INC JQUA ($60.22) Holding Chart

SEAMOUNT FINANCIAL GROUP INC JQUA ($60.22) 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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