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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.82K- 0.29% |
$101K - $111K
|
631K
$33.8M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.9K- 3.8% |
$105K - $116K
|
48.1K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.01K- 29.51% |
$222K - $244K
|
9.58K
$513K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.93K- 2.24% |
$273K - $299K
|
215K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-7.12K- 8.72% |
$394K - $432K
|
74.5K
$3.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-21.5K- 34.62% |
$1.19M - $1.31M
|
40.6K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-33.5K- 98.18% |
$1.86M - $2.04M
|
620
$33.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-43.4K- 2.15% |
$2.41M - $2.64M
|
1.97M
$106M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-54.7K- 43.27% |
$3.03M - $3.32M
|
71.7K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-134K- 30.99% |
$7.44M - $8.16M
|
299K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.34M- 98.71% |
$130M - $142M
|
30.6K
$1.64M
|