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 437 institutions that hold shares in the stock, with a total of 78.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
190,240
shares
|
$11.8 Million
4.5% of portfolio
|
Q3 2025
Added 50.77%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
189,710
shares
|
$11.7 Million
4.34% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
182,844
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
182,298
shares
|
$11.3 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
178,914
shares
|
$11.1 Million
6.82% of portfolio
|
Q2 2025
Added 25.14%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
176,704
shares
|
$10.9 Million
3.27% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
175,611
shares
|
$10.9 Million
1.59% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
175,611
shares
|
$10.9 Million
1.57% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
171,839
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
169,347
shares
|
$10.5 Million
2.59% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
168,993
shares
|
$10.5 Million
6.06% of portfolio
|
Q3 2025
Added 41.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
167,398
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
165,300
shares
|
$10.2 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
160,793
shares
|
$9.94 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
154,494
shares
|
$9.55 Million
1.68% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
152,986
shares
|
$9.46 Million
4.4% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
151,125
shares
|
$9.35 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
148,426
shares
|
$9.18 Million
0.19% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
147,032
shares
|
$9.09 Million
0.59% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
143,751
shares
|
$8.89 Million
4.27% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
143,550
shares
|
$8.88 Million
0.54% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
141,265
shares
|
$8.74 Million
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
138,614
shares
|
$8.57 Million
3.19% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
135,829
shares
|
$8.4 Million
3.84% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
133,714
shares
|
$8.27 Million
3.77% of portfolio
|
Q3 2025
Added 8.49%
|