Vertex Planning Partners, LLC J P Morgan ETF Tr U S Quality Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 715,076 shares of JQUA stock, worth $42.4 Million. This represents 9.67% of its overall portfolio holdings.

Number of Shares

715,076

Previous 710,261 0.68%

Holding current value

$42.4 Million

Previous $37.6 Billion 7.56%

% of portfolio

9.67%

Previous 9.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$51.29 - $56.57 $246,961 - $272,384	4,815 Added 0.68%	715,076 $40.5 Billion
Q2 2024 Aug 13, 2024	SELL	$49.78 - $53.44 $1.06 Million - $1.14 Million	-21,267 Reduced 2.91%	710,261 $37.6 Billion
Q1 2024 May 13, 2024	BUY	$47.06 - $52.87 $673,616 - $756,781	14,314 Added 2.0%	731,528 $38.7 Billion
Q4 2023 Feb 14, 2024	BUY	$41.5 - $48.01 $3.29 Million - $3.81 Million	79,266 Added 12.43%	717,214 $34.3 Billion
Q3 2023 Nov 14, 2023	SELL	$43.08 - $45.64 $933,155 - $988,608	-21,661 Reduced 3.28%	637,948 $27.6 Billion
Q2 2023 Aug 14, 2023	BUY	$40.7 - $44.28 $23.7 Million - $25.8 Million	581,768 Added 747.38%	659,609 $29.2 Billion
Q1 2023 May 16, 2023	BUY	$38.6 - $41.63 $3 Million - $3.24 Million	77,841 New	77,841 $3.21 Billion

Others Institutions Holding JQUA

# of Institutions

346

Shares Held

69.9M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S QUALITY

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Vertex Planning Partners, LLC J P Morgan ETF Tr U S Quality Transaction History