SEAMOUNT FINANCIAL GROUP INC JQUA Holdings History
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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