Baker Tilly Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 3,998 shares of JQUA stock, worth $226,566. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,998

Previous 6,379 37.33%

Holding current value

$226,566

Previous $360,000 36.67%

% of portfolio

0.09%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$55.86 - $60.21 $133,002 - $143,360	-2,381 Reduced 37.33%	3,998 $228,000
Q3 2024 Oct 24, 2024	BUY	$51.29 - $56.57 $17,541 - $19,346	342 Added 5.67%	6,379 $360,000
Q2 2024 Jul 18, 2024	BUY	$49.78 - $53.44 $55,654 - $59,745	1,118 Added 22.73%	6,037 $319,000
Q1 2024 May 09, 2024	SELL	$47.06 - $52.87 $162,309 - $182,348	-3,449 Reduced 41.22%	4,919 $260,000
Q4 2023 Jan 10, 2024	BUY	$41.5 - $48.01 $347,272 - $401,747	8,368 New	8,368 $400,000
Q2 2023 Jul 20, 2023	BUY	$40.7 - $44.28 $19,658 - $21,387	483 Added 8.47%	6,187 $273,000
Q1 2023 Apr 12, 2023	BUY	$38.6 - $41.63 $220,174 - $237,457	5,704 New	5,704 $235,000

Others Institutions Holding JQUA

# of Institutions

341

Shares Held

69.7M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S QUALITY

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Baker Tilly Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History