Vertex Planning Partners, LLC J P Morgan ETF Tr U S Quality Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 645,295 shares of JQUA stock, worth $40 Million. This represents 7.79% of its overall portfolio holdings.

Number of Shares
645,295
Previous 641,311 0.62%
Holding current value
$40 Million
Previous $38.5 Billion 5.41%
% of portfolio
7.79%
Previous 8.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
BUY
$59.61 - $63.09 $237,486 - $251,350
3,984 Added 0.62%
645,295 $40.6 Billion
Q2 2025

Aug 13, 2025
BUY
$50.39 - $60.05 $446,304 - $531,862
8,857 Added 1.4%
641,311 $38.5 Billion
Q1 2025

May 14, 2025
BUY
$55.41 - $60.74 $754,684 - $827,278
13,620 Added 2.2%
632,454 $35.7 Billion
Q4 2024

Feb 12, 2025
SELL
$55.86 - $60.21 $5.38 Million - $5.79 Million
-96,242 Reduced 13.46%
618,834 $35.4 Billion
Q3 2024

Nov 07, 2024
BUY
$51.29 - $56.57 $246,961 - $272,384
4,815 Added 0.68%
715,076 $40.5 Billion
Q2 2024

Aug 13, 2024
SELL
$49.78 - $53.44 $1.06 Million - $1.14 Million
-21,267 Reduced 2.91%
710,261 $37.6 Billion
Q1 2024

May 13, 2024
BUY
$47.06 - $52.87 $673,616 - $756,781
14,314 Added 2.0%
731,528 $38.7 Billion
Q4 2023

Feb 14, 2024
BUY
$41.5 - $48.01 $3.29 Million - $3.81 Million
79,266 Added 12.43%
717,214 $34.3 Billion
Q3 2023

Nov 14, 2023
SELL
$43.08 - $45.64 $933,155 - $988,608
-21,661 Reduced 3.28%
637,948 $27.6 Billion
Q2 2023

Aug 14, 2023
BUY
$40.7 - $44.28 $23.7 Million - $25.8 Million
581,768 Added 747.38%
659,609 $29.2 Billion
Q1 2023

May 16, 2023
BUY
$38.6 - $41.63 $3 Million - $3.24 Million
77,841 New
77,841 $3.21 Billion

Others Institutions Holding JQUA

# of Institutions
448
Shares Held
83.5M
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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