Number of Shares
428,418.00
Current Holdings Value*
$24.54 Mil
% of Portfolio
14.8%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
10.84%

Tull Financial Group, Inc.'s JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2024-12-31, Tull Financial Group, Inc. held 428,418.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $24.54 Mil. This investment constitutes 14.8% of their stock portfolio, and Tull Financial Group, Inc. now holds 0.44% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2024Q3. And since then Tull Financial Group, Inc. has made 1 purchases of JQUA, at an average price of $54.31, for a total of 428,418.00 shares. Based on historical transaction data and JQUA's current price of $60.20, Tull Financial Group, Inc.'s estimated gain on his JQUA holdings is $2.52 Mil, reflecting a 10.84% gain to date.

Tull Financial Group, Inc. JQUA ($60.20) Holding Chart

Tull Financial Group, Inc. 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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