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 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
24.9K+ 8.34% |
$1.38M - $1.51M
|
324K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.2K+ 9.79% |
$1.34M - $1.47M
|
271K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.7K+ 5.48% |
$1.32M - $1.44M
|
457K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.6K+ 13.73% |
$1.31M - $1.43M
|
195K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 6.08% |
$1.23M - $1.34M
|
386K
$22.7M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
21.2K+ 73.32% |
$1.18M - $1.29M
|
50.1K
$2.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
20.5K+ 6.54% |
$1.14M - $1.24M
|
334K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
20.1K+ 90.06% |
$1.11M - $1.22M
|
42.3K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
19.7K+ 3.11% |
$1.09M - $1.2M
|
654K
$38.5M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
19.4K+ 3.27% |
$1.07M - $1.18M
|
612K
$36M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
18.9K+ 330.33% |
$1.05M - $1.15M
|
24.7K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 11.08% |
$1.04M - $1.14M
|
189K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.7KNew |
$1.03M - $1.13M
|
18.7K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18.6KNew |
$1.03M - $1.13M
|
18.6K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
17.2KNew |
$951K - $1.04M
|
17.2K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16.9K+ 110.39% |
$938K - $1.03M
|
32.3K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
16.8K+ 5.97% |
$930K - $1.02M
|
298K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
16.4K+ 8.4% |
$910K - $997K
|
212K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
16.1K+ 9.19% |
$891K - $976K
|
191K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
15.6KNew |
$867K - $950K
|
15.6K
$921K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9KNew |
$826K - $905K
|
14.9K
$877K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.7K+ 24.19% |
$812K - $890K
|
75.3K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
14.1K+ 1.16% |
$784K - $859K
|
1.23M
$72.5M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
13.6K+ 2.2% |
$755K - $827K
|
632K
$37.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.9K+ 7.6% |
$716K - $785K
|
183K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.9K+ 2.01% |
$714K - $783K
|
654K
$38.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
12.5KNew |
$695K - $761K
|
12.5K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12.3K+ 5.53% |
$684K - $749K
|
236K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5K+ 92.99% |
$635K - $696K
|
23.8K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.5K+ 148.32% |
$635K - $696K
|
19.2K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.3K+ 11.91% |
$628K - $689K
|
106K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 2.81% |
$628K - $688K
|
415K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
11.1K+ 17.38% |
$614K - $673K
|
74.9K
$4.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 27.25% |
$600K - $658K
|
50.6K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.89K+ 38.0% |
$548K - $601K
|
35.9K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.82K+ 4.48% |
$544K - $597K
|
229K
$13.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
9.47KNew |
$525K - $575K
|
9.47K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.37K+ 0.65% |
$464K - $508K
|
1.3M
$76.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.98KNew |
$442K - $485K
|
7.98K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.89K+ 207.09% |
$437K - $479K
|
11.7K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.8K+ 49.31% |
$432K - $474K
|
23.6K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.62K+ 7.26% |
$422K - $463K
|
113K
$6.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.55KNew |
$418K - $459K
|
7.55K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.25K+ 25.31% |
$402K - $440K
|
35.9K
$2.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.2K+ 6.08% |
$399K - $437K
|
126K
$7.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.19K+ 15.04% |
$398K - $437K
|
55K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
6.69K+ 3.88% |
$370K - $406K
|
179K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.41K+ 35.8% |
$355K - $389K
|
24.3K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.39KNew |
$354K - $388K
|
6.39K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6.36KNew |
$353K - $387K
|
6.36K
$375K
|