Octavia Wealth Advisors, LLC J P Morgan ETF Tr U S Quality Transaction History

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 299,113 shares of JQUA stock, worth $17.6 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
299,113
Previous 433,406 30.99%
Holding current value
$17.6 Million
Previous $24.8 Million 32.38%
% of portfolio
2.05%
Previous 3.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$55.41 - $60.74 $7.44 Million - $8.16 Million
-134,293 Reduced 30.99%
299,113 $16.8 Million
Q4 2024

Jan 17, 2025
SELL
$55.86 - $60.21 $66,249 - $71,409
-1,186 Reduced 0.27%
433,406 $24.8 Million
Q3 2024

Oct 10, 2024
BUY
$51.29 - $56.57 $928,913 - $1.02 Million
18,111 Added 4.35%
434,592 $24.6 Million
Q2 2024

Aug 01, 2024
BUY
$49.78 - $53.44 $713,845 - $766,329
14,340 Added 3.57%
416,481 $22.1 Million
Q1 2024

Apr 15, 2024
BUY
$47.06 - $52.87 $18.9 Million - $21.3 Million
402,141 New
402,141 $21.3 Million

Others Institutions Holding JQUA

# of Institutions
401
Shares Held
74.7M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S QUALITY

JQUA Quotes by TradingView
  • Ticker JQUA
  • Sector ETFs
  • Industry ETFs
More about JQUA
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