Number of Shares
31,527.00
Current Holdings Value*
$1.78 Mil
% of Portfolio
0.77%
Total Estimate Gain
$56,433.33
% of Total Estimate Gain
3.06%

Wealth Advisors of Iowa, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, Wealth Advisors of Iowa, LLC held 31,527.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $1.78 Mil. This investment constitutes 0.77% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.03% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.

The initial trade took place in 2025Q1. And since then Wealth Advisors of Iowa, LLC has made 1 purchases of JQUA, at an average price of $58.41, for a total of 31,527.00 shares. Based on historical transaction data and JQUA's current price of $60.20, Wealth Advisors of Iowa, LLC's estimated gain on his JQUA holdings is $56,433.33, reflecting a 3.06% gain to date.

Wealth Advisors of Iowa, LLC JQUA ($60.20) Holding Chart

Wealth Advisors of Iowa, 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 %

Top Ranked Articles

  • 1