Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S QUALITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
61.3K+ 4.14% |
$2.88M - $3.24M
|
1.54M
$90.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
60.1K+ 32.73% |
$2.83M - $3.18M
|
244K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59.4K+ 104.51% |
$2.8M - $3.14M
|
116K
$6.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.1K+ 29.36% |
$2.78M - $3.12M
|
260K
$15.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
54.4KNew |
$2.56M - $2.87M
|
54.4K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
53.4K+ 294.42% |
$2.51M - $2.82M
|
71.5K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.3K+ 16.98% |
$2.27M - $2.56M
|
333K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
41.1K+ 13.28% |
$1.93M - $2.17M
|
350K
$20.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
35.1K+ 56.91% |
$1.65M - $1.86M
|
96.9K
$5.67M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.1K+ 575.46% |
$1.32M - $1.49M
|
33K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.9K+ 4.26% |
$1.31M - $1.47M
|
682K
$39.9M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.8K+ 239.68% |
$1.31M - $1.47M
|
39.4K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
26.6KNew |
$1.25M - $1.41M
|
26.6K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
25.5KNew |
$1.2M - $1.35M
|
25.5K
$1.49M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25K+ 39.72% |
$1.18M - $1.32M
|
88K
$5.15M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24.2K+ 82.51% |
$1.14M - $1.28M
|
53.5K
$3.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
23.6KNew |
$1.11M - $1.25M
|
23.6K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.3KNew |
$1.1M - $1.23M
|
23.3K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 39.38% |
$1.08M - $1.21M
|
81K
$4.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
22.6KNew |
$1.07M - $1.2M
|
22.6K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
22.4K+ 53.87% |
$1.06M - $1.19M
|
64.1K
$3.75M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.1K+ 27.35% |
$946K - $1.06M
|
93.6K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
20.1K+ 68.57% |
$945K - $1.06M
|
49.4K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 8.33% |
$942K - $1.06M
|
260K
$15.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
19.9K+ 3.5% |
$936K - $1.05M
|
589K
$34.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
19.3K+ 8.54% |
$910K - $1.02M
|
246K
$14.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18.9K+ 9.11% |
$889K - $999K
|
226K
$13.2M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
18.4K+ 53.0% |
$864K - $970K
|
53K
$3.1M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.1K+ 5.26% |
$850K - $955K
|
361K
$21.1M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
17.9K+ 3.06% |
$844K - $948K
|
604K
$35.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
17.6K+ 10.99% |
$827K - $929K
|
178K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
17.5K+ 11.59% |
$823K - $925K
|
168K
$9.85M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4KNew |
$817K - $918K
|
17.4K
$1.02M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
17K+ 2.34% |
$800K - $899K
|
745K
$43.6M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
15.9K+ 11.57% |
$749K - $841K
|
153K
$8.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.8KNew |
$743K - $835K
|
15.8K
$924K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 49.0% |
$716K - $804K
|
46.2K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
14.3K+ 2.0% |
$674K - $757K
|
732K
$42.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 92.0% |
$670K - $752K
|
29.7K
$1.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14K+ 14.16% |
$660K - $741K
|
113K
$6.61M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.3K+ 40.37% |
$627K - $704K
|
46.3K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
13.2K+ 0.98% |
$622K - $698K
|
1.36M
$79.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1K+ 261.9% |
$614K - $690K
|
18K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
12.8K+ 14.89% |
$602K - $676K
|
98.7K
$5.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
12.7K+ 16.6% |
$598K - $672K
|
89.2K
$5.22M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4K+ 236.6% |
$582K - $654K
|
17.6K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
12.2K+ 5.22% |
$576K - $647K
|
247K
$14.4M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.1K+ 2.11% |
$571K - $641K
|
587K
$34.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
11.9KNew |
$561K - $630K
|
11.9K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.7K+ 75.86% |
$549K - $617K
|
27K
$1.58M
|