Goal Vest Advisory LLC J P Morgan ETF Tr U S Quality Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Goal Vest Advisory LLC holds 126,373 shares of JQUA stock, worth $7.53 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

126,373

Previous 189,731 33.39%

Holding current value

$7.53 Million

Previous $10.7 Million 32.58%

% of portfolio

2.05%

Previous 3.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$55.86 - $60.21 $3.54 Million - $3.81 Million	-63,358 Reduced 33.39%	126,373 $7.24 Million
Q3 2024 Nov 06, 2024	SELL	$51.29 - $56.57 $2.93 Million - $3.23 Million	-57,109 Reduced 23.14%	189,731 $10.7 Million
Q2 2024 Jul 30, 2024	BUY	$49.78 - $53.44 $1.02 Million - $1.1 Million	20,534 Added 9.07%	246,840 $13.1 Million
Q1 2024 Apr 15, 2024	BUY	$47.06 - $52.87 $889,104 - $998,872	18,893 Added 9.11%	226,306 $12 Million
Q4 2023 Jan 02, 2024	BUY	$41.5 - $48.01 $517,712 - $598,924	12,475 Added 6.4%	207,413 $9.93 Million
Q3 2023 Oct 10, 2023	BUY	$43.08 - $45.64 $1.27 Million - $1.34 Million	29,400 Added 17.76%	194,938 $8.43 Million
Q2 2023 Jul 17, 2023	BUY	$40.7 - $44.28 $2.78 Million - $3.03 Million	68,360 Added 70.35%	165,538 $7.33 Million
Q1 2023 Apr 03, 2023	BUY	$38.6 - $41.63 $3.75 Million - $4.05 Million	97,178 New	97,178 $4.01 Million

Others Institutions Holding JQUA

# of Institutions

361

Shares Held

71.4M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S QUALITY

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Goal Vest Advisory LLC J P Morgan ETF Tr U S Quality Transaction History