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 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-21.5K- 34.62% |
$1.19M - $1.31M
|
40.6K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.1K- 3.21% |
$1.28M - $1.4M
|
697K
$41M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23.8K- 3.44% |
$1.32M - $1.45M
|
667K
$39.3M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-24.6K- 15.18% |
$1.36M - $1.49M
|
138K
$8.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-29.5K- 6.75% |
$1.63M - $1.79M
|
407K
$24M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.1K- 15.79% |
$1.78M - $1.95M
|
171K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-33.5K- 98.18% |
$1.86M - $2.04M
|
620
$36.5K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-36.2K- 8.92% |
$2.01M - $2.2M
|
370K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-43.4K- 2.15% |
$2.41M - $2.64M
|
1.97M
$116M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.1K- 18.62% |
$2.94M - $3.23M
|
232K
$13.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-54.7K- 43.27% |
$3.03M - $3.32M
|
71.7K
$4.22M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-58.5K- 89.12% |
$3.24M - $3.55M
|
7.14K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-64.2K- 16.17% |
$3.56M - $3.9M
|
333K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-73.6K- 68.95% |
$4.08M - $4.47M
|
33.1K
$1.95M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81.6K- 39.42% |
$4.52M - $4.96M
|
125K
$7.38M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-82K- 79.4% |
$4.54M - $4.98M
|
21.3K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.5K- 54.76% |
$4.96M - $5.43M
|
73.9K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.9K- 34.04% |
$5.09M - $5.58M
|
178K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-92.7K- 49.99% |
$5.13M - $5.63M
|
92.7K
$5.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-125K- 78.61% |
$6.94M - $7.6M
|
34.1K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Saratoga Research & Investment Management
|
SELL
|
- |
-125K- 95.67% |
$6.95M - $7.62M
|
5.68K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-134K- 30.99% |
$7.44M - $8.16M
|
299K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-138K- 27.89% |
$7.63M - $8.37M
|
356K
$21M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-150K- 36.12% |
$8.32M - $9.12M
|
265K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-152K- 17.26% |
$8.44M - $9.25M
|
730K
$43M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-178K- 92.28% |
$9.88M - $10.8M
|
14.9K
$877K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.34M- 98.71% |
$130M - $142M
|
30.6K
$1.8M
|