Sanchez Wealth Management Group JQUA Holdings History
Sanchez Wealth Management Group's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, Sanchez Wealth Management Group held 297,615.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $16.81 Mil. This investment constitutes 4.56% of their stock portfolio, and Sanchez Wealth Management Group now holds 0.3% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2024Q1. And since then Sanchez Wealth Management Group has made 5 purchases of JQUA, at an average price of $51.38, for a total of 297,615.00 shares. Based on historical transaction data and JQUA's current price of $60.22, Sanchez Wealth Management Group's estimated gain on his JQUA holdings is $2.63 Mil, reflecting a 17.19% gain to date.
Sanchez Wealth Management Group JQUA ($60.22) Holding Chart
Sanchez Wealth Management Group 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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