Vertex Planning Partners, LLC JQUA Holdings History
Vertex Planning Partners, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 632,454.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $35.71 Mil. This investment constitutes 7.8% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.61% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2023Q1. And since then Vertex Planning Partners, LLC has made 6 purchases of JQUA, at an average price of $42.59, for a total of 771,624.00 shares. In addition, there have been 3 sales at an average price of $54.95 for 139,170.00 shares. Based on historical transaction data and JQUA's current price of $60.44, Vertex Planning Partners, LLC's estimated gain on his JQUA holdings is $13.01 Mil, reflecting a 39.59% gain to date.
Vertex Planning Partners, LLC JQUA ($60.44) Holding Chart
Vertex Planning Partners, LLC JQUA ($60.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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