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 401 institutions that hold shares in the stock, with a total of 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
653,937
shares
|
$38.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
653,458
shares
|
$38.5 Million
5.84% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
643,882
shares
|
$37.9 Million
0.12% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
634,321
shares
|
$37.3 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
|
$37.3 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
632,454
shares
|
$37.2 Million
7.8% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
630,913
shares
|
$37.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
623,242
shares
|
$36.7 Million
2.09% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
611,963
shares
|
$36 Million
16.59% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
558,935
shares
|
$32.9 Million
0.16% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
493,335
shares
|
$29 Million
2.86% of portfolio
|
Q1 2025
Added 48.31%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
471,084
shares
|
$27.7 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
468,110
shares
|
$27.5 Million
0.42% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
456,686
shares
|
$26.9 Million
3.9% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
428,418
shares
|
$25.2 Million
16.07% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
415,187
shares
|
$24.4 Million
0.14% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
407,496
shares
|
$24 Million
8.62% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
387,505
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
386,212
shares
|
$22.7 Million
0.32% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
372,620
shares
|
$21.9 Million
0.21% of portfolio
|
Q1 2025
Added 296.6%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
369,933
shares
|
$21.8 Million
5.61% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
357,437
shares
|
$21 Million
6.18% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
356,137
shares
|
$21 Million
1.77% of portfolio
|
Q1 2025
Reduced 27.89%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
340,111
shares
|
$20 Million
3.42% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
333,784
shares
|
$19.6 Million
17.06% of portfolio
|
Q1 2025
Added 6.54%
|