Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29.8K+ 12.64% |
$1.5M - $1.79M
|
265K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
29.1K+ 94.88% |
$1.47M - $1.75M
|
59.8K
$3.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.7KNew |
$1.45M - $1.72M
|
28.7K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.9K+ 1.94% |
$1.36M - $1.62M
|
1.41M
$87.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
25.5K+ 8.52% |
$1.28M - $1.53M
|
325K
$20.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
25K+ 11.79% |
$1.26M - $1.5M
|
237K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
24.7KNew |
$1.25M - $1.48M
|
24.7K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.5K+ 4.71% |
$1.08M - $1.29M
|
478K
$29.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
20.6KNew |
$1.04M - $1.24M
|
20.6K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19.7K+ 18.48% |
$992K - $1.18M
|
126K
$7.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
19.6K+ 19.3% |
$988K - $1.18M
|
121K
$7.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
18.4K+ 2.81% |
$926K - $1.1M
|
672K
$41.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.9K+ 14.25% |
$902K - $1.07M
|
144K
$8.88M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
17.8KNew |
$895K - $1.07M
|
17.8K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17.7KNew |
$891K - $1.06M
|
17.7K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17.4K+ 4.51% |
$877K - $1.05M
|
404K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17K+ 2.33% |
$859K - $1.02M
|
748K
$46.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
16.7K+ 97.3% |
$842K - $1M
|
33.9K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
16.5KNew |
$829K - $988K
|
16.5K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.3K+ 3.26% |
$769K - $916K
|
483K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
15.2K+ 47.19% |
$767K - $915K
|
47.5K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
15.2K+ 9.85% |
$765K - $912K
|
169K
$10.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.1K+ 7.61% |
$709K - $845K
|
199K
$12.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.9K+ 4.68% |
$702K - $836K
|
312K
$19.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
13.9KNew |
$701K - $835K
|
13.9K
$860K
|
|
|
Aug 20, 2025
Q2 2025
|
Saratoga Research & Investment Management
|
BUY
|
- |
12.7K+ 223.68% |
$640K - $763K
|
18.4K
$1.14M
|
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
12.4K+ 11.6% |
$626K - $746K
|
119K
$7.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11KNew |
$552K - $658K
|
11K
$677K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.9K+ 3.19% |
$547K - $652K
|
351K
$21.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$539K - $642K
|
10.7K
$661K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
10.7K+ 5.96% |
$537K - $640K
|
190K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.4K+ 11.78% |
$523K - $623K
|
98.5K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$513K - $611K
|
10.2K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.92K+ 2.39% |
$500K - $596K
|
425K
$26.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.83K+ 13.97% |
$495K - $590K
|
80.2K
$4.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.8KNew |
$494K - $588K
|
9.8K
$606K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.63K+ 7.37% |
$485K - $578K
|
140K
$8.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.57K+ 12.72% |
$482K - $575K
|
84.8K
$5.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
9.41K+ 13.03% |
$474K - $565K
|
81.6K
$5.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
9.1KNew |
$459K - $547K
|
9.1K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.86K+ 1.4% |
$446K - $532K
|
641K
$39.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
8.79K+ 92.8% |
$443K - $528K
|
18.3K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
8.78K+ 20.73% |
$442K - $527K
|
51.1K
$3.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
8.42K+ 34.5% |
$424K - $506K
|
32.8K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8.36KNew |
$421K - $502K
|
8.36K
$517K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
7.76K+ 5.29% |
$391K - $466K
|
154K
$9.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.35K+ 5.26% |
$371K - $442K
|
147K
$9.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
7.22K+ 9.8% |
$364K - $434K
|
80.9K
$5.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
6.82KNew |
$344K - $410K
|
6.82K
$422K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
6.7K+ 2.01% |
$338K - $402K
|
340K
$21.1M
|