Goal Vest Advisory LLC J P Morgan ETF Tr U S Quality Transaction History

Goal Vest Advisory LLC

$488 Million
Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Goal Vest Advisory LLC holds 54,810 shares of JQUA stock, worth $3.4 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

54,810

Previous 70,964 22.76%

Holding current value

$3.4 Million

Previous $4.46 Million 23.88%

% of portfolio

0.7%

Previous 0.99%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$61.42 - $63.67 $992,178 - $1.03 Million	-16,154 Reduced 22.76%	54,810 $3.4 Million
Q3 2025 Oct 22, 2025	BUY	$59.61 - $63.09 $63,425 - $67,127	1,064 Added 1.52%	70,964 $4.46 Million
Q2 2025 Aug 01, 2025	SELL	$50.39 - $60.05 $89,996 - $107,249	-1,786 Reduced 2.49%	69,900 $4.2 Million
Q1 2025 Apr 07, 2025	SELL	$55.41 - $60.74 $3.03 Million - $3.32 Million	-54,687 Reduced 43.27%	71,686 $4.02 Million
Q4 2024 Jan 17, 2025	SELL	$55.86 - $60.21 $3.54 Million - $3.81 Million	-63,358 Reduced 33.39%	126,373 $7.24 Million

Q3 2024 Nov 06, 2024	SELL	$51.29 - $56.57 $2.93 Million - $3.23 Million	-57,109 Reduced 23.14%	189,731 $10.7 Million
Q2 2024 Jul 30, 2024	BUY	$49.78 - $53.44 $1.02 Million - $1.1 Million	20,534 Added 9.07%	246,840 $13.1 Million
Q1 2024 Apr 15, 2024	BUY	$47.06 - $52.87 $889,104 - $998,872	18,893 Added 9.11%	226,306 $12 Million
Q4 2023 Jan 02, 2024	BUY	$41.5 - $48.01 $517,712 - $598,924	12,475 Added 6.4%	207,413 $9.93 Million
Q3 2023 Oct 10, 2023	BUY	$43.08 - $45.64 $1.27 Million - $1.34 Million	29,400 Added 17.76%	194,938 $8.43 Million
Q2 2023 Jul 17, 2023	BUY	$40.7 - $44.28 $2.78 Million - $3.03 Million	68,360 Added 70.35%	165,538 $7.33 Million
Q1 2023 Apr 03, 2023	BUY	$38.6 - $41.63 $3.75 Million - $4.05 Million	97,178 New	97,178 $4.01 Million

Others Institutions Holding JQUA

# of Institutions

448

Shares Held

83.5M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S QUALITY

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Goal Vest Advisory LLC J P Morgan ETF Tr U S Quality Transaction History