Number of Shares
42,331.00
Current Holdings Value*
$2.39 Mil
% of Portfolio
3.14%
Total Estimate Gain
$121,163.38
% of Total Estimate Gain
4.96%

Valued Retirements, Inc.'s JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, Valued Retirements, Inc. held 42,331.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $2.39 Mil. This investment constitutes 3.14% of their stock portfolio, and Valued Retirements, Inc. now holds 0.04% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2024Q3. And since then Valued Retirements, Inc. has made 2 purchases of JQUA, at an average price of $57.74, for a total of 42,331.00 shares. Based on historical transaction data and JQUA's current price of $60.60, Valued Retirements, Inc.'s estimated gain on his JQUA holdings is $121,163.38, reflecting a 4.96% gain to date.

Valued Retirements, Inc. JQUA ($60.60) Holding Chart

Valued Retirements, Inc. JQUA ($60.60) 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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