Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
25K+ 3.69% |
$1.08M - $1.14M
|
703K
$42M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.8K+ 90.54% |
$1.07M - $1.13M
|
52.2K
$3.12M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 304.88% |
$1.01M - $1.07M
|
31.2K
$1.86M
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
22.1KNew |
$953K - $1.01M
|
22.1K
$1.32M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.7K+ 99.71% |
$891K - $944K
|
41.4K
$2.48M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.6K+ 7.59% |
$889K - $942K
|
293K
$17.5M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.1K+ 162.24% |
$824K - $873K
|
30.9K
$1.85M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 318.1% |
$822K - $870K
|
25.1K
$1.5M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18.8K+ 44.42% |
$808K - $856K
|
61K
$3.65M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.9K+ 30.27% |
$729K - $772K
|
72.8K
$4.35M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 154.2% |
$728K - $772K
|
27.9K
$1.67M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
16.8K+ 205.69% |
$724K - $767K
|
25K
$1.49M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.5K+ 62.82% |
$666K - $706K
|
40.1K
$2.4M
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
14.5K+ 3.03% |
$623K - $660K
|
492K
$29.4M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.7K+ 1.64% |
$588K - $623K
|
848K
$50.7M
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.4K+ 55.18% |
$578K - $612K
|
37.7K
$2.26M
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.4K+ 5.75% |
$534K - $566K
|
228K
$13.7M
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$507K - $537K
|
11.8K
$703K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3K+ 18.23% |
$485K - $514K
|
73K
$4.37M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 154.42% |
$483K - $511K
|
18.5K
$1.1M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.2KNew |
$481K - $509K
|
11.2K
$668K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.8K+ 36.13% |
$465K - $492K
|
40.6K
$2.43M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10.7K+ 4.63% |
$461K - $489K
|
242K
$14.5M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.6K+ 3.35% |
$455K - $482K
|
326K
$19.5M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 33.85% |
$451K - $478K
|
41.4K
$2.48M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.2KNew |
$441K - $467K
|
10.2K
$612K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.1K+ 30.13% |
$436K - $462K
|
43.7K
$2.62M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
9.44K+ 7.95% |
$407K - $431K
|
128K
$7.66M
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
9.33K+ 7.67% |
$402K - $426K
|
131K
$7.83M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9.08K+ 2371.54% |
$391K - $415K
|
9.47K
$566K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.85KNew |
$381K - $404K
|
8.85K
$529K
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
8.7KNew |
$375K - $397K
|
8.7K
$520K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.14KNew |
$351K - $371K
|
8.14K
$487K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.61KNew |
$328K - $347K
|
7.61K
$455K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.6K+ 9.93% |
$327K - $347K
|
84.2K
$5.03M
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.54KNew |
$325K - $344K
|
7.54K
$451K
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.28KNew |
$314K - $332K
|
7.28K
$436K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7.19K+ 44.95% |
$310K - $328K
|
23.2K
$1.39M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.1K+ 9.9% |
$306K - $324K
|
78.9K
$4.72M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.94K+ 58.57% |
$299K - $317K
|
18.8K
$1.12M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.82K+ 90.32% |
$294K - $311K
|
14.4K
$860K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.74K+ 74.38% |
$290K - $308K
|
15.8K
$945K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.65K+ 17.86% |
$286K - $304K
|
43.9K
$2.62M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.52K+ 1.33% |
$281K - $298K
|
498K
$29.8M
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
6.36K+ 5.52% |
$274K - $290K
|
122K
$7.27M
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.33KNew |
$273K - $289K
|
6.33K
$378K
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.05K+ 13.96% |
$261K - $276K
|
49.4K
$2.96M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.38K+ 3.23% |
$232K - $246K
|
172K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.32KNew |
$229K - $243K
|
5.32K
$318K
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
5.15KNew |
$222K - $235K
|
5.15K
$308K
|