A detailed history of Modern Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Modern Wealth Management, LLC holds 164,190 shares of JQUA stock, worth $9.23 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
164,190
Previous 153,402 7.03%
Holding current value
$9.23 Million
Previous $7.94 Billion 9.54%
% of portfolio
0.64%
Previous 0.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$49.78 - $53.44 $537,026 - $576,510
10,788 Added 7.03%
164,190 $8.69 Billion
Q1 2024

May 13, 2024

BUY
$47.06 - $52.87 $7.22 Million - $8.11 Million
153,402 New
153,402 $7.94 Billion

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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.