Steward Partners Investment Advisory, LLC J P Morgan ETF Tr U S Quality Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 37,647 shares of JQUA stock, worth $2.11 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

37,647

Previous 28,326 32.91%

Holding current value

$2.11 Million

Previous $1.6 Million 34.52%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$55.86 - $60.21 $520,671 - $561,217	9,321 Added 32.91%	37,647 $2.16 Million
Q3 2024 Nov 14, 2024	BUY	$51.29 - $56.57 $276,453 - $304,912	5,390 Added 23.5%	28,326 $1.6 Million
Q2 2024 Aug 08, 2024	BUY	$49.78 - $53.44 $892,903 - $958,553	17,937 Added 358.81%	22,936 $1.21 Million
Q1 2024 May 15, 2024	BUY	$47.06 - $52.87 $149,509 - $167,967	3,177 Added 174.37%	4,999 $264,000
Q3 2023 Nov 13, 2023	BUY	$43.08 - $45.64 $44,846 - $47,511	1,041 Added 133.29%	1,822 $78,000
Q2 2023 Aug 14, 2023	BUY	$40.7 - $44.28 $16,076 - $17,490	395 Added 102.33%	781 $34,000
Q1 2023 May 15, 2023	BUY	$38.6 - $41.63 $14,899 - $16,069	386 New	386 $15,000

Others Institutions Holding JQUA

# of Institutions

392

Shares Held

71M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S QUALITY

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Steward Partners Investment Advisory, LLC J P Morgan ETF Tr U S Quality Transaction History