A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 46,319 shares of JQUA stock, worth $2.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,319
Previous 47,311 2.1%
Holding current value
$2.46 Million
Previous $2.26 Million 8.13%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$47.06 - $52.87 $46,683 - $52,447
-992 Reduced 2.1%
46,319 $2.45 Million
Q4 2023

Feb 07, 2024

BUY
$41.5 - $48.01 $243,314 - $281,482
5,863 Added 14.15%
47,311 $2.26 Million
Q3 2023

Nov 07, 2023

BUY
$43.08 - $45.64 $891,497 - $944,474
20,694 Added 99.71%
41,448 $1.79 Million
Q2 2023

Aug 11, 2023

BUY
$40.7 - $44.28 $494,342 - $537,824
12,146 Added 141.1%
20,754 $918,000
Q1 2023

Apr 28, 2023

BUY
$38.6 - $41.63 $36,168 - $39,007
937 Added 12.21%
8,608 $354,000
Q4 2022

Feb 13, 2023

BUY
$37.02 - $40.89 $25,099 - $27,723
678 Added 9.7%
7,671 $297,000
Q3 2022

Nov 01, 2022

BUY
$35.75 - $41.49 $50,157 - $58,210
1,403 Added 25.1%
6,993 $245,000
Q2 2022

Aug 02, 2022

BUY
$36.05 - $43.24 $201,519 - $241,711
5,590 New
5,590 $208,000

Others Institutions Holding JQUA

About J P MORGAN ETF TR U S QUALITY


  • Ticker JQUA
  • Sector ETFs
  • Industry ETFs
More about JQUA
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.