Avidian Wealth Solutions, LLC J P Morgan ETF Tr U S Quality Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 667,332 shares of JQUA stock, worth $39.3 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

667,332

Previous 691,132 3.44%

Holding current value

$39.3 Million

Previous $39.6 Million 4.78%

% of portfolio

1.73%

Previous 1.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$55.41 - $60.74 $1.32 Million - $1.45 Million	-23,800 Reduced 3.44%	667,332 $37.7 Million
Q4 2024 Jan 29, 2025	BUY	$55.86 - $60.21 $1.9 Million - $2.05 Million	34,027 Added 5.18%	691,132 $39.6 Million
Q3 2024 Oct 30, 2024	BUY	$51.29 - $56.57 $1.15 Million - $1.26 Million	22,338 Added 3.52%	657,105 $37.2 Million
Q2 2024 Aug 06, 2024	BUY	$49.78 - $53.44 $2.39 Million - $2.56 Million	47,953 Added 8.17%	634,767 $33.6 Million
Q1 2024 May 03, 2024	BUY	$47.06 - $52.87 $570,790 - $641,260	12,129 Added 2.11%	586,814 $31 Million
Q4 2023 Feb 06, 2024	BUY	$41.5 - $48.01 $7.83 Million - $9.06 Million	188,667 Added 48.88%	574,685 $27.5 Million
Q3 2023 Oct 13, 2023	BUY	$43.08 - $45.64 $1.69 Million - $1.79 Million	39,128 Added 11.28%	386,018 $16.7 Million
Q2 2023 Aug 03, 2023	BUY	$40.7 - $44.28 $14.1 Million - $15.4 Million	346,890 New	346,890 $15.4 Million

Others Institutions Holding JQUA

# of Institutions

401

Shares Held

74.7M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S QUALITY

Ticker JQUA
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Avidian Wealth Solutions, LLC J P Morgan ETF Tr U S Quality Transaction History