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 428 institutions that hold shares in the stock, with a total of 77.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
671,830
shares
|
$41.9 Million
5.76% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
664,522
shares
|
$41.5 Million
0.21% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
641,311
shares
|
$40 Million
8.04% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
634,321
shares
|
$39.6 Million
8.61% of portfolio
|
Q2 2024
Added 15.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
633,570
shares
|
$39.6 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
623,242
shares
|
$38.9 Million
2.09% of portfolio
|
Q3 2022
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
610,579
shares
|
$38.1 Million
2.52% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
582,403
shares
|
$36.4 Million
18.99% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
558,731
shares
|
$34.9 Million
2.93% of portfolio
|
Q2 2025
Added 56.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
524,504
shares
|
$32.8 Million
0.01% of portfolio
|
Q2 2025
Added 35.35%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
523,325
shares
|
$32.7 Million
4.68% of portfolio
|
Q2 2025
Added 181.21%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
507,736
shares
|
$31.7 Million
14.2% of portfolio
|
Q2 2025
Reduced 17.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
506,706
shares
|
$31.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
493,467
shares
|
$30.8 Million
0.05% of portfolio
|
Q2 2025
Added 115.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
483,371
shares
|
$30.2 Million
0.41% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
478,203
shares
|
$29.9 Million
3.84% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
471,318
shares
|
$29.4 Million
0.78% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
425,105
shares
|
$26.5 Million
0.14% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
414,144
shares
|
$25.9 Million
0.22% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
403,621
shares
|
$25.2 Million
0.34% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
395,647
shares
|
$24.7 Million
9.53% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
395,118
shares
|
$24.7 Million
0.07% of portfolio
|
Q2 2025
Added 45.91%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
392,434
shares
|
$24.5 Million
6.42% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
367,802
shares
|
$23 Million
8.6% of portfolio
|
Q2 2025
Added 31.22%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
365,444
shares
|
$22.8 Million
5.52% of portfolio
|
Q2 2025
Reduced 1.21%
|