Sterling Group Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History

Sterling Group Wealth Management, LLC

$192 Million
Q4 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 4,771 shares of JQUA stock, worth $270,611. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,771

Previous 4,897 2.57%

Holding current value

$270,611

Previous $277,000 1.44%

% of portfolio

0.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$55.86 - $60.21 $7,038 - $7,586	-126 Reduced 2.57%	4,771 $273,000
Q3 2024 Oct 07, 2024	SELL	$51.29 - $56.57 $9,283 - $10,239	-181 Reduced 3.56%	4,897 $277,000
Q2 2024 Jul 15, 2024	BUY	$49.78 - $53.44 $252,782 - $271,368	5,078 New	5,078 $268,000
Q4 2023 Jan 12, 2024	BUY	$41.5 - $48.01 $124 - $144	3 Added 0.06%	5,243 $251 Million
Q3 2023 Oct 11, 2023	SELL	$43.08 - $45.64 $9,822 - $10,405	-228 Reduced 4.17%	5,240 $227 Million
Q2 2023 Jul 06, 2023	SELL	$40.7 - $44.28 $11,680 - $12,708	-287 Reduced 4.99%	5,468 $242 Million
Q1 2023 Apr 21, 2023	SELL	$38.6 - $41.63 $25,630 - $27,642	-664 Reduced 10.34%	5,755 $237 Million
Q4 2022 Feb 17, 2023	BUY	$35.23 - $40.89 $226,141 - $262,472	6,419 New	6,419 $249 Million

Others Institutions Holding JQUA

# of Institutions

392

Shares Held

71M

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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Sterling Group Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History