Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.74MNew |
$70.8M - $77M
|
1.74M
$102M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.35MNew |
$55.1M - $60M
|
1.35M
$79.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1M+ 655.27% |
$44.8M - $48.7M
|
1.27M
$74.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
835KNew |
$34M - $37M
|
835K
$48.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
649K+ 63.61% |
$26.4M - $28.7M
|
1.67M
$97.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
582K+ 747.38% |
$23.7M - $25.8M
|
660K
$38.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
511K+ 66.52% |
$20.8M - $22.6M
|
1.28M
$74.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
403K+ 536.97% |
$16.4M - $17.8M
|
477K
$27.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
370K+ 5.96% |
$15.1M - $16.4M
|
6.58M
$385M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
347KNew |
$14.1M - $15.4M
|
347K
$20.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
277K+ 77.87% |
$11.3M - $12.3M
|
633K
$37M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
272KNew |
$11.1M - $12M
|
272K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
241KNew |
$9.8M - $10.7M
|
241K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
231KNew |
$9.41M - $10.2M
|
231K
$13.5M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
216KNew |
$8.79M - $9.56M
|
216K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
188KNew |
$7.65M - $8.33M
|
188K
$11M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
151K+ 92.09% |
$6.16M - $6.7M
|
316K
$18.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
132K+ 491.86% |
$5.38M - $5.85M
|
159K
$9.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
122KNew |
$4.95M - $5.39M
|
122K
$7.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
113KNew |
$4.61M - $5.01M
|
113K
$6.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
103K+ 1216.41% |
$4.2M - $4.57M
|
112K
$6.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
101K+ 8.46% |
$4.12M - $4.48M
|
1.3M
$75.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
90.6KNew |
$3.69M - $4.01M
|
90.6K
$5.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
88.6KNew |
$3.61M - $3.92M
|
88.6K
$5.18M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
88.4K+ 9.85% |
$3.6M - $3.92M
|
986K
$57.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
76.3KNew |
$3.11M - $3.38M
|
76.3K
$4.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
73.3K+ 23.43% |
$2.98M - $3.25M
|
386K
$22.6M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
69.2K+ 1.24% |
$2.81M - $3.06M
|
5.66M
$331M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
68.4K+ 70.35% |
$2.78M - $3.03M
|
166K
$9.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.6K+ 9784.85% |
$2.63M - $2.86M
|
65.2K
$3.82M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
63.1K+ 10.27% |
$2.57M - $2.79M
|
678K
$39.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.5K+ 58.25% |
$2.26M - $2.46M
|
151K
$8.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55.3K+ 59.84% |
$2.25M - $2.45M
|
148K
$8.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
54.8KNew |
$2.23M - $2.43M
|
54.8K
$3.2M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
49.1K+ 7.83% |
$2M - $2.18M
|
677K
$39.6M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
43.4KNew |
$1.77M - $1.92M
|
43.4K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2K+ 67.36% |
$1.72M - $1.87M
|
105K
$6.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.4K+ 9.18% |
$1.68M - $1.83M
|
492K
$28.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 109.04% |
$1.63M - $1.78M
|
76.9K
$4.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
34.1KNew |
$1.39M - $1.51M
|
34.1K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.7K+ 27.87% |
$1.37M - $1.49M
|
155K
$9.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
32.3KNew |
$1.32M - $1.43M
|
32.3K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
27.4K+ 95.95% |
$1.11M - $1.21M
|
55.9K
$3.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
27.2KNew |
$1.11M - $1.2M
|
27.2K
$1.59M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24K+ 344.4% |
$976K - $1.06M
|
30.9K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
22.6K+ 26.85% |
$922K - $1M
|
107K
$6.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
21.8K+ 4.18% |
$886K - $964K
|
542K
$31.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.7K+ 754.71% |
$884K - $962K
|
24.6K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
20.1K+ 17.99% |
$816K - $888K
|
132K
$7.7M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19.7KNew |
$803K - $874K
|
19.7K
$1.15M
|