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 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 6.82% |
$70.3K - $77.1K
|
19.9K
$1.17M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 0.81% |
$62.8K - $68.8K
|
141K
$8.3M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.13K+ 18.11% |
$62.6K - $68.6K
|
7.36K
$433K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.11K+ 8.72% |
$61.3K - $67.2K
|
13.8K
$812K
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
1.09K+ 6.39% |
$60.6K - $66.4K
|
18.2K
$1.07M
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.04K+ 0.8% |
$57.3K - $62.9K
|
131K
$7.69M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
985+ 2.25% |
$54.6K - $59.8K
|
44.7K
$2.63M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
871+ 1.25% |
$48.3K - $52.9K
|
70.4K
$4.14M
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
782+ 4.23% |
$43.3K - $47.5K
|
19.3K
$1.13M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
776+ 3.3% |
$43K - $47.1K
|
24.3K
$1.43M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
760+ 2.71% |
$42.1K - $46.2K
|
28.8K
$1.7M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
757New |
$41.9K - $46K
|
757
$44.5K
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
725New |
$40.2K - $44K
|
725
$42.7K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
696+ 200.58% |
$38.6K - $42.3K
|
1.04K
$61.4K
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
600+ 10.76% |
$33.2K - $36.4K
|
6.18K
$363K
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
588+ 5.11% |
$32.6K - $35.7K
|
12.1K
$712K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
588+ 1.54% |
$32.6K - $35.7K
|
38.8K
$2.28M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
587+ 0.48% |
$32.5K - $35.7K
|
124K
$7.3M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
506+ 516.33% |
$28K - $30.7K
|
604
$35.5K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
498+ 7.88% |
$27.6K - $30.2K
|
6.82K
$401K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
471+ 1.49% |
$26.1K - $28.6K
|
32.2K
$1.89M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
418+ 1.29% |
$23.2K - $25.4K
|
32.9K
$1.93M
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
414+ 5.82% |
$22.9K - $25.1K
|
7.53K
$443K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
403+ 3.17% |
$22.3K - $24.5K
|
13.1K
$772K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 775.0% |
$22.3K - $24.5K
|
455
$26.8K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
395+ 7.83% |
$21.9K - $24K
|
5.44K
$320K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
385+ 6.88% |
$21.3K - $23.4K
|
5.98K
$352K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
358+ 2.88% |
$19.8K - $21.7K
|
12.8K
$753K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
352+ 6.41% |
$19.5K - $21.4K
|
5.85K
$344K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
349+ 49.86% |
$19.3K - $21.2K
|
1.05K
$61.7K
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
348+ 0.25% |
$19.3K - $21.1K
|
142K
$8.35M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
339New |
$18.8K - $20.6K
|
339
$20K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
318New |
$17.6K - $19.3K
|
318
$18.7K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
257New |
$14.2K - $15.6K
|
257
$15.1K
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
252+ 2.6% |
$14K - $15.3K
|
9.94K
$585K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
246New |
$13.6K - $14.9K
|
246
$14.5K
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
245+ 3.08% |
$13.6K - $14.9K
|
8.2K
$483K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
235+ 68.51% |
$13K - $14.3K
|
578
$34K
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
235+ 0.33% |
$13K - $14.3K
|
70.7K
$4.16M
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
230New |
$12.7K - $14K
|
230
$13.5K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
221+ 4.11% |
$12.2K - $13.4K
|
5.6K
$329K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
218+ 1.71% |
$12.1K - $13.2K
|
13K
$765K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
185New |
$10.3K - $11.2K
|
185
$10.9K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
180+ 3.66% |
$9.97K - $10.9K
|
5.1K
$300K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
137+ 5.88% |
$7.59K - $8.32K
|
2.47K
$145K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
133New |
$7.37K - $8.08K
|
133
$7.83K
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
116+ 0.55% |
$6.43K - $7.05K
|
21K
$1.24M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
$5.54K - $6.07K
|
100
$5.89K
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
89+ 1.53% |
$4.93K - $5.41K
|
5.9K
$347K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89+ 14.19% |
$4.93K - $5.41K
|
716
$42.1K
|