Summit Wealth & Retirement Planning, Inc. J P Morgan ETF Tr U S Quality Transaction History
Summit Wealth & Retirement Planning, Inc.
- $356 Million
- Q2 2025
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,642 shares of JQUA stock, worth $229,810. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,642
Previous 3,642
-0.0%
Holding current value
$229,810
Previous $205,000
6.34%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding JQUA
# of Institutions
427Shares Held
77.6MCall Options Held
0Put Options Held
0-
Savant Capital, LLC8.38MShares$529 Million3.28% of portfolio
-
Signaturefd, LLC Atlanta, GA5.5MShares$347 Million6.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.59MShares$290 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.73MShares$172 Million0.01% of portfolio
-
Sage Mountain Advisors LLC2.71MShares$171 Million10.81% of portfolio