Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.08M+ 17.43% |
$60.1M - $65.9M
|
7.31M
$430M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
662K+ 17.76% |
$36.7M - $40.2M
|
4.39M
$258M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
653KNew |
$36.2M - $39.7M
|
653K
$38.5M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
652K+ 227.66% |
$36.1M - $39.6M
|
938K
$55.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
417K+ 82.22% |
$23.1M - $25.3M
|
924K
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
305K+ 22.92% |
$16.9M - $18.5M
|
1.64M
$96.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
279K+ 296.6% |
$15.4M - $16.9M
|
373K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
271K+ 2766.62% |
$15M - $16.4M
|
280K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
258K+ 22.83% |
$14.3M - $15.7M
|
1.39M
$81.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
231K+ 3760.3% |
$12.8M - $14M
|
237K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
207K+ 47.48% |
$11.5M - $12.6M
|
644K
$37.9M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
186KNew |
$10.3M - $11.3M
|
186K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
161K+ 48.31% |
$8.9M - $9.76M
|
493K
$29M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
140KNew |
$7.74M - $8.48M
|
140K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 6.4% |
$7.39M - $8.1M
|
2.22M
$130M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
127K+ 12.14% |
$7.06M - $7.74M
|
1.18M
$69.3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
127K+ 4.74% |
$7.05M - $7.73M
|
2.81M
$165M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
126KNew |
$7M - $7.67M
|
126K
$7.43M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
126K+ 213.92% |
$6.98M - $7.65M
|
185K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
119K+ 98.01% |
$6.61M - $7.25M
|
241K
$14.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
115K+ 1614.78% |
$6.39M - $7.01M
|
123K
$7.21M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
109K+ 18.13% |
$6.03M - $6.61M
|
709K
$41.7M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
101K+ 109.52% |
$5.59M - $6.13M
|
193K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99K+ 114.63% |
$5.49M - $6.01M
|
185K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
95.4K+ 10.29% |
$5.29M - $5.8M
|
1.02M
$60.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.8K+ 68.95% |
$5.25M - $5.76M
|
232K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93.9K+ 83.07% |
$5.2M - $5.7M
|
207K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
92.1K+ 3.83% |
$5.1M - $5.59M
|
2.5M
$147M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
85.7K+ 168.1% |
$4.75M - $5.21M
|
137K
$8.04M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
85.5K+ 10.73% |
$4.74M - $5.19M
|
883K
$52M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
81.4K+ 17.05% |
$4.51M - $4.94M
|
559K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
66.2KNew |
$3.67M - $4.02M
|
66.2K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
65.2KNew |
$3.61M - $3.96M
|
65.2K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64.5K+ 15.99% |
$3.57M - $3.92M
|
468K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.1K+ 17.99% |
$3.27M - $3.59M
|
388K
$22.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
58.6K+ 932.89% |
$3.25M - $3.56M
|
64.9K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.3K+ 4.11% |
$2.96M - $3.24M
|
1.35M
$79.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
50.9K+ 5.61% |
$2.82M - $3.09M
|
957K
$56.3M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
50.5K+ 266.08% |
$2.8M - $3.07M
|
69.5K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
43.9K+ 43.86% |
$2.43M - $2.67M
|
144K
$8.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
43.7K+ 28.44% |
$2.42M - $2.65M
|
197K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
43.3K+ 14.59% |
$2.4M - $2.63M
|
340K
$20M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
43KNew |
$2.38M - $2.61M
|
43K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.8KNew |
$2.37M - $2.6M
|
42.8K
$2.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
40.7K+ 66.81% |
$2.25M - $2.47M
|
102K
$5.98M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
31.5KNew |
$1.75M - $1.91M
|
31.5K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
29.4K+ 8.95% |
$1.63M - $1.78M
|
357K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.8K+ 602.07% |
$1.59M - $1.75M
|
33.5K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
26.1K+ 21.61% |
$1.44M - $1.58M
|
147K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.5K+ 41.93% |
$1.42M - $1.55M
|
86.5K
$5.09M
|