TFC Financial Management, Inc. JQUA Holdings History
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 % |
Top Ranked Articles
- 1