Concord Wealth Partners J P Morgan ETF Tr U S Quality Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
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 18,469 shares of JQUA stock, worth $1.15 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
18,469
Previous 175,611
89.48%
Holding current value
$1.15 Million
Previous $10.5 Million
88.99%
% of portfolio
0.16%
Previous 1.57%
Shares
12 transactions
Others Institutions Holding JQUA
# of Institutions
448Shares Held
83.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC9.26MShares$574 Million3.27% of portfolio
-
Signaturefd, LLC Atlanta, GA5.39MShares$334 Million5.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.2MShares$322 Million0.1% of portfolio
-
Sage Mountain Advisors LLC2.89MShares$179 Million10.67% of portfolio
-
Morgan Stanley New York, NY2.67MShares$165 Million0.01% of portfolio