Institutional Ownership J P Morgan ETF Tr U S Quality (JQUA)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Quality (JQUA). We have compiled data on the 364 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
6,224,628
shares
|
$374 Million
2.9% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,533,652
shares
|
$333 Million
6.03% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,539,316
shares
|
$213 Million
0.09% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,682,855
shares
|
$161 Million
7.21% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,368,039
shares
|
$142 Million
4.58% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
2,041,588
shares
|
$123 Million
6.77% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,991,696
shares
|
$120 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,791,202
shares
|
$108 Million
8.72% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,639,554
shares
|
$98.6 Million
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,415,009
shares
|
$85.1 Million
0.98% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,355,653
shares
|
$81.5 Million
19.05% of portfolio
|
Q4 2024
Added 57.45%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,240,350
shares
|
$74.6 Million
5.1% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,223,074
shares
|
$73.6 Million
0.06% of portfolio
|
Q3 2024
Added 49.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,177,299
shares
|
$70.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
1,133,781
shares
|
$68.2 Million
10.02% of portfolio
|
Q3 2024
Added 35.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,095,854
shares
|
$65.9 Million
0.09% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,028,216
shares
|
$61.8 Million
0.01% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,008,259
shares
|
$60.6 Million
0.0% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
937,823
shares
|
$56.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
803,479
shares
|
$48.3 Million
0.02% of portfolio
|
Q3 2024
Added 22.24%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
797,250
shares
|
$47.9 Million
4.55% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
749,412
shares
|
$45.1 Million
0.06% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
715,076
shares
|
$43 Million
9.67% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
691,132
shares
|
$41.6 Million
1.84% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
648,329
shares
|
$39 Million
0.08% of portfolio
|
Q4 2024
New holding
|