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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
127K+ 4.74% |
$7.05M - $7.73M
|
2.81M
$150M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
126KNew |
$7M - $7.67M
|
126K
$6.76M
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
85.7K+ 168.1% |
$4.75M - $5.21M
|
137K
$7.32M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
43.3K+ 14.59% |
$2.4M - $2.63M
|
340K
$18.2M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.7K+ 5.48% |
$1.32M - $1.44M
|
457K
$24.5M
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
20.5K+ 6.54% |
$1.14M - $1.24M
|
334K
$17.9M
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
16.8K+ 5.97% |
$930K - $1.02M
|
298K
$15.9M
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
16.4K+ 8.4% |
$910K - $997K
|
212K
$11.3M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9KNew |
$826K - $905K
|
14.9K
$798K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.9K+ 7.6% |
$716K - $785K
|
183K
$9.79M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12.3K+ 5.53% |
$684K - $749K
|
236K
$12.6M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5K+ 92.99% |
$635K - $696K
|
23.8K
$1.27M
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.62K+ 7.26% |
$422K - $463K
|
113K
$6.03M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.2K+ 6.08% |
$399K - $437K
|
126K
$6.73M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.19K+ 15.04% |
$398K - $437K
|
55K
$2.94M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.41K+ 35.8% |
$355K - $389K
|
24.3K
$1.3M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.3K+ 151.42% |
$349K - $383K
|
10.5K
$560K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.76K+ 6.6% |
$319K - $350K
|
93K
$4.98M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.22K+ 6.3% |
$289K - $317K
|
88.1K
$4.72M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.95K+ 123850.0% |
$275K - $301K
|
4.96K
$266K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.28K+ 9.01% |
$237K - $260K
|
51.8K
$2.77M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.13KNew |
$229K - $251K
|
4.13K
$221K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.11K+ 7.43% |
$228K - $250K
|
59.5K
$3.18M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.98KNew |
$220K - $242K
|
3.98K
$213K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.07K+ 9.05% |
$170K - $187K
|
37K
$1.98M
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
2.32K+ 3.24% |
$128K - $141K
|
73.7K
$3.95M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.03K+ 9.02% |
$113K - $123K
|
24.6K
$1.32M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.99K+ 4.92% |
$110K - $121K
|
42.4K
$2.27M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 0.81% |
$62.8K - $68.8K
|
141K
$7.56M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.13K+ 18.11% |
$62.6K - $68.6K
|
7.36K
$394K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
757New |
$41.9K - $46K
|
757
$40.5K
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
588+ 5.11% |
$32.6K - $35.7K
|
12.1K
$648K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
506+ 516.33% |
$28K - $30.7K
|
604
$32.3K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
498+ 7.88% |
$27.6K - $30.2K
|
6.82K
$365K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
349+ 49.86% |
$19.3K - $21.2K
|
1.05K
$56.2K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
235+ 68.51% |
$13K - $14.3K
|
578
$31K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
180+ 3.66% |
$9.97K - $10.9K
|
5.1K
$273K
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
89+ 1.53% |
$4.93K - $5.41K
|
5.9K
$316K
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
56New |
$3.1K - $3.4K
|
56
$3K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.14% |
$388 - $425
|
4.92K
$263K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 0.04% |
$388 - $425
|
18.3K
$978K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.64% |
$111 - $121
|
314
$16.8K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.66% |
$55.4 - $60.7
|
152
$8.14K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 3.99% |
$2.66K - $2.92K
|
1.15K
$61.8K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-66- -0.0% |
$3.66K - $4.01K
|
1.36M
$72.6M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-89- 55.28% |
$4.93K - $5.41K
|
72
$3.86K
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-177- 2.79% |
$9.81K - $10.8K
|
6.17K
$331K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-200- 3.16% |
$11.1K - $12.1K
|
6.13K
$328K
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-293- 7.33% |
$16.2K - $17.8K
|
3.71K
$198K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-438- 1.13% |
$24.3K - $26.6K
|
38.3K
$2.05M
|