Capital Advisors Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 9,255 shares of JQUA stock, worth $524,480. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,255
Previous 10,819 14.46%
Holding current value
$524,480
Previous $572,000 8.57%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$51.29 - $56.57 $80,217 - $88,475
-1,564 Reduced 14.46%
9,255 $523,000
Q2 2024

Jul 16, 2024
SELL
$49.78 - $53.44 $149,688 - $160,694
-3,007 Reduced 21.75%
10,819 $572,000
Q1 2024

Apr 12, 2024
BUY
$47.06 - $52.87 $40,895 - $45,944
869 Added 6.71%
13,826 $730,000
Q4 2023

Jan 08, 2024
BUY
$41.5 - $48.01 $49,717 - $57,515
1,198 Added 10.19%
12,957 $620,000
Q3 2023

Oct 10, 2023
BUY
$43.08 - $45.64 $506,577 - $536,680
11,759 New
11,759 $508,000

Others Institutions Holding JQUA

# of Institutions
341
Shares Held
69.7M
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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