Number of Shares
2.50 Mil
Current Holdings Value*
$140.96 Mil
% of Portfolio
10.39%
Total Estimate Gain
$33.29 Mil
% of Total Estimate Gain
28.78%

Sage Mountain Advisors LLC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, Sage Mountain Advisors LLC held 2.50 Mil shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $140.96 Mil. This investment constitutes 10.39% of their stock portfolio, and Sage Mountain Advisors LLC now holds 2.42% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2022Q3. And since then Sage Mountain Advisors LLC has made 11 purchases of JQUA, at an average price of $46.34, for a total of 2.50 Mil shares. Based on historical transaction data and JQUA's current price of $59.67, Sage Mountain Advisors LLC's estimated gain on his JQUA holdings is $33.29 Mil, reflecting a 28.78% gain to date.

Sage Mountain Advisors LLC JQUA ($59.67) Holding Chart

Sage Mountain Advisors LLC JQUA ($59.67) 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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