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 337 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
634,321
shares
|
$37.5 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
|
$37.5 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
623,242
shares
|
$36.9 Million
2.09% of portfolio
|
Q3 2022
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
623,150
shares
|
$36.9 Million
1.2% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
617,946
shares
|
$36.6 Million
5.56% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
570,961
shares
|
$33.8 Million
8.35% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
554,691
shares
|
$32.8 Million
8.37% of portfolio
|
Q2 2024
Added 10.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
513,039
shares
|
$30.4 Million
0.07% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
506,129
shares
|
$30 Million
2.59% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
488,732
shares
|
$28.9 Million
15.53% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
485,354
shares
|
$28.7 Million
0.11% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
474,507
shares
|
$28.1 Million
0.79% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
471,718
shares
|
$27.9 Million
12.17% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
451,693
shares
|
$26.7 Million
6.59% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
438,317
shares
|
$25.9 Million
0.08% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
437,378
shares
|
$25.9 Million
0.14% of portfolio
|
Q3 2024
Added 174.11%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
434,592
shares
|
$25.7 Million
3.05% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
424,696
shares
|
$25.1 Million
14.61% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
411,001
shares
|
$24.3 Million
4.05% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
401,329
shares
|
$23.8 Million
0.33% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
393,611
shares
|
$23.3 Million
5.44% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
360,991
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2024
Added 108.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
355,277
shares
|
$21 Million
0.13% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
344,112
shares
|
$20.4 Million
0.28% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
304,570
shares
|
$18 Million
5.64% of portfolio
|
Q3 2024
Added 8.06%
|