Collaborative Wealth Managment Inc. J P Morgan ETF Tr U S Quality Transaction History

Collaborative Wealth Managment Inc.

  • $214 Million
  • Q4 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 103,075 shares of JQUA stock, worth $5.82 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
103,075
Previous 99,886 3.19%
Holding current value
$5.82 Million
Previous $5.65 Million 4.46%
% of portfolio
2.76%
Previous 2.63%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$55.86 - $60.21 $178,137 - $192,009
3,189 Added 3.19%
103,075 $5.9 Million
Q3 2024

Nov 12, 2024
BUY
$51.29 - $56.57 $200,184 - $220,792
3,903 Added 4.07%
99,886 $5.65 Million
Q2 2024

Aug 09, 2024
BUY
$49.78 - $53.44 $30,764 - $33,025
618 Added 0.65%
95,983 $5.08 Million
Q1 2024

May 10, 2024
BUY
$47.06 - $52.87 $288,101 - $323,670
6,122 Added 6.86%
95,365 $5.04 Million
Q4 2023

Feb 07, 2024
BUY
$41.5 - $48.01 $211,027 - $244,130
5,085 Added 6.04%
89,243 $4.27 Million
Q3 2023

Nov 09, 2023
BUY
$43.08 - $45.64 $327,451 - $346,909
7,601 Added 9.93%
84,158 $3.64 Million
Q2 2023

Aug 07, 2023
BUY
$40.7 - $44.28 $118,803 - $129,253
2,919 Added 3.96%
76,557 $3.39 Million
Q1 2023

May 08, 2023
BUY
$38.6 - $41.63 $1.09 Million - $1.18 Million
28,342 Added 62.57%
73,638 $3.04 Million
Q4 2022

Feb 10, 2023
SELL
$35.23 - $40.89 $15,501 - $17,991
-440 Reduced 0.96%
45,296 $1.76 Million
Q3 2022

Nov 14, 2022
BUY
$35.04 - $41.49 $1.6 Million - $1.9 Million
45,736 New
45,736 $1.6 Million

Others Institutions Holding JQUA

# of Institutions
392
Shares Held
71M
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 Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email