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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.3K+ 151.42% |
$349K - $383K
|
10.5K
$616K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.76K+ 6.6% |
$319K - $350K
|
93K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.74K+ 18.21% |
$318K - $348K
|
37.2K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.69K+ 146.13% |
$315K - $346K
|
9.58K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.5K+ 3.16% |
$305K - $334K
|
180K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.47K+ 32.51% |
$303K - $332K
|
22.3K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.22K+ 6.3% |
$289K - $317K
|
88.1K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.13K+ 14.64% |
$284K - $312K
|
40.2K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
5.05K+ 339.81% |
$280K - $307K
|
6.54K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.01K+ 15.6% |
$278K - $304K
|
37.1K
$2.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.95K+ 123850.0% |
$275K - $301K
|
4.96K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 492800.0% |
$273K - $299K
|
4.93K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.67K+ 4.42% |
$259K - $284K
|
110K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.63KNew |
$256K - $281K
|
4.63K
$272K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
4.62KNew |
$256K - $281K
|
4.62K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.34KNew |
$240K - $263K
|
4.34K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.28K+ 9.01% |
$237K - $260K
|
51.8K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.13KNew |
$229K - $251K
|
4.13K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.11K+ 7.43% |
$228K - $250K
|
59.5K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.98KNew |
$220K - $242K
|
3.98K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.78K+ 6.36% |
$209K - $229K
|
63.1K
$3.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.74K+ 3.33% |
$207K - $227K
|
116K
$6.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.66KNew |
$203K - $222K
|
3.66K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.64KNew |
$202K - $221K
|
3.64K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.52K+ 2.56% |
$195K - $214K
|
141K
$8.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.51K+ 2.51% |
$194K - $213K
|
143K
$8.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.41K+ 2.99% |
$189K - $207K
|
118K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.23K+ 2834.21% |
$179K - $196K
|
3.35K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.07K+ 9.05% |
$170K - $187K
|
37K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.95K+ 15.6% |
$163K - $179K
|
21.8K
$1.28M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.82K+ 1.44% |
$156K - $171K
|
198K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.81K+ 36.91% |
$156K - $171K
|
10.4K
$613K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68K+ 1.58% |
$148K - $163K
|
172K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.57K+ 1.88% |
$143K - $156K
|
139K
$8.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.57K+ 2.95% |
$142K - $156K
|
89.7K
$5.28M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.55K+ 4.58% |
$141K - $155K
|
58.1K
$3.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.4K+ 67.02% |
$133K - $146K
|
5.99K
$352K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
2.32K+ 3.24% |
$128K - $141K
|
73.7K
$4.34M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.31K+ 5.49% |
$128K - $140K
|
44.3K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.19K+ 1183.78% |
$121K - $133K
|
2.38K
$140K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.19K+ 29.95% |
$121K - $133K
|
9.49K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.05K+ 47.52% |
$113K - $124K
|
6.36K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.03K+ 9.02% |
$113K - $123K
|
24.6K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.99K+ 4.92% |
$110K - $121K
|
42.4K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.95K+ 0.9% |
$108K - $119K
|
220K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.86K+ 3.03% |
$103K - $113K
|
63.1K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.72K+ 9.89% |
$95.3K - $104K
|
19.1K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.7K+ 45.76% |
$94.2K - $103K
|
5.42K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.4K+ 2.77% |
$77.7K - $85.2K
|
51.9K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.31K+ 1.02% |
$72.4K - $79.4K
|
130K
$7.62M
|