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

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 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 731,528 shares of JQUA stock, worth $38.8 Million. This represents 10.7% of its overall portfolio holdings.

Number of Shares
731,528
Previous 717,214 2.0%
Holding current value
$38.8 Million
Previous $34.3 Billion 12.67%
% of portfolio
10.7%
Previous 10.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
287
Shares Held
62.1M
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
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email