Number of Shares
654,118.00
Current Holdings Value*
$36.94 Mil
% of Portfolio
5.65%
Total Estimate Gain
$9.43 Mil
% of Total Estimate Gain
31.30%

TFC Financial Management, Inc.'s JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, TFC Financial Management, Inc. held 654,118.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $36.94 Mil. This investment constitutes 5.65% of their stock portfolio, and TFC Financial Management, Inc. now holds 0.65% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2023Q3. And since then TFC Financial Management, Inc. has made 7 purchases of JQUA, at an average price of $46.04, for a total of 654,118.00 shares. Based on historical transaction data and JQUA's current price of $60.45, TFC Financial Management, Inc.'s estimated gain on his JQUA holdings is $9.43 Mil, reflecting a 31.30% gain to date.

TFC Financial Management, Inc. JQUA ($60.45) Holding Chart

TFC Financial Management, Inc. JQUA ($60.45) 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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