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 $40.9 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

667,332

Previous 691,132 3.44%

Holding current value

$40.9 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

408

Shares Held

74.9M

Call Options Held

Put Options Held

View Full List

About J P MORGAN ETF TR U S QUALITY

Ticker JQUA
Sector ETFs
Industry ETFs

More about JQUA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

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