Walled Lake Planning & Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 280,298 shares of JQUA stock, worth $17.1 Million. This represents 6.15% of its overall portfolio holdings.

Number of Shares
280,298
Previous 9,778 2766.62%
Holding current value
$17.1 Million
Previous $559,000 2731.48%
% of portfolio
6.15%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$55.41 - $60.74 $15 Million - $16.4 Million
270,520 Added 2766.62%
280,298 $15.8 Million
Q4 2024

Feb 12, 2025
BUY
$55.86 - $60.21 $546,199 - $588,733
9,778 New
9,778 $559,000

Others Institutions Holding JQUA

# of Institutions
410
Shares Held
75.1M
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
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