Strategent Financial, LLC JQUA Holdings History
Number of Shares
333,784.00
Current Holdings Value*
$18.85 Mil
% of Portfolio
17.06%
Total Estimate Gain
$732,187.20
% of Total Estimate Gain
3.78%
Strategent Financial, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, Strategent Financial, LLC held 333,784.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $18.85 Mil. This investment constitutes 17.06% of their stock portfolio, and Strategent Financial, LLC now holds 0.34% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2024Q4. And since then Strategent Financial, LLC has made 1 purchases of JQUA, at an average price of $58.01, for a total of 333,784.00 shares. Based on historical transaction data and JQUA's current price of $60.20, Strategent Financial, LLC's estimated gain on his JQUA holdings is $732,187.20, reflecting a 3.78% gain to date.
Strategent Financial, LLC JQUA ($60.20) Holding Chart
Strategent Financial, LLC JQUA ($60.20) 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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