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

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

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 632,454 shares of JQUA stock, worth $38.5 Million. This represents 7.8% of its overall portfolio holdings.

Number of Shares

632,454

Previous 618,834 2.2%

Holding current value

$38.5 Million

Previous $35.4 Billion 0.77%

% of portfolio

7.8%

Previous 7.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$55.41 - $60.74 $754,684 - $827,278	13,620 Added 2.2%	632,454 $35.7 Billion
Q4 2024 Feb 12, 2025	SELL	$55.86 - $60.21 $5.38 Million - $5.79 Million	-96,242 Reduced 13.46%	618,834 $35.4 Billion
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

410

Shares Held

75.1M

Call Options Held

Put Options Held

View Full List

About J P MORGAN ETF TR U S QUALITY

Ticker JQUA
Sector ETFs
Industry ETFs

More about JQUA

Track This Portfolio

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.

Account

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