Sage Mountain Advisors LLC JQUA Holdings History
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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