Concord Wealth Partners J P Morgan ETF Tr U S Quality Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Concord Wealth Partners holds 175,006 shares of JQUA stock, worth $10.4 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
175,006
Previous 177,413 1.36%
Holding current value
$10.4 Million
Previous $10 Million 0.16%
% of portfolio
1.66%
Previous 1.7%

Shares

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

Jan 23, 2025
SELL
$55.86 - $60.21 $134,455 - $144,925
-2,407 Reduced 1.36%
175,006 $10 Million
Q3 2024

Oct 24, 2024
BUY
$51.29 - $56.57 $252,962 - $279,003
4,932 Added 2.86%
177,413 $10 Million
Q2 2024

Jul 31, 2024
SELL
$49.78 - $53.44 $58,491 - $62,792
-1,175 Reduced 0.68%
172,481 $9.13 Million
Q1 2024

Apr 30, 2024
SELL
$47.06 - $52.87 $763,877 - $858,185
-16,232 Reduced 8.55%
173,656 $9.18 Million
Q4 2023

Apr 30, 2024
SELL
$41.5 - $48.01 $2.16 Million - $2.49 Million
-51,966 Reduced 21.49%
189,888 $9.09 Million
Q4 2023

Feb 05, 2024
SELL
$41.5 - $48.01 $2.16 Million - $2.49 Million
-51,966 Reduced 21.49%
189,888 $9.09 Million
Q3 2023

Apr 30, 2024
BUY
$43.08 - $45.64 $2.24 Million - $2.37 Million
51,966 Added 27.37%
241,854 $10.5 Million
Q3 2023

Oct 25, 2023
BUY
$43.08 - $45.64 $461,386 - $488,804
10,710 Added 4.63%
241,854 $10.5 Million
Q2 2023

Aug 07, 2023
BUY
$40.7 - $44.28 $9.41 Million - $10.2 Million
231,144 New
231,144 $10.2 Million

Others Institutions Holding JQUA

# of Institutions
361
Shares Held
71.4M
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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