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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.15K+ 0.38% |
$222K - $235K
|
1.36M
$81M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.75K+ 54.88% |
$205K - $217K
|
13.4K
$799K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.73KNew |
$204K - $216K
|
4.73K
$282K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.67KNew |
$201K - $213K
|
4.67K
$278K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.98K+ 3.72% |
$172K - $182K
|
111K
$6.61M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.84KNew |
$165K - $175K
|
3.84K
$228K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.75K+ 73.59% |
$162K - $171K
|
8.85K
$527K
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.49K+ 1.2% |
$150K - $159K
|
295K
$17.6M
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 206.94% |
$131K - $139K
|
4.51K
$269K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3K+ 0.55% |
$129K - $137K
|
545K
$32.5M
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.85K+ 34.63% |
$123K - $130K
|
11.1K
$661K
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.73K+ 19.02% |
$117K - $124K
|
17.1K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 1.9% |
$113K - $120K
|
140K
$8.36M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.58K+ 84.32% |
$111K - $118K
|
5.63K
$335K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.58K+ 84.32% |
$111K - $118K
|
5.63K
$335K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.33K+ 9.02% |
$101K - $107K
|
28.2K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.06K+ 40.89% |
$88.7K - $94K
|
7.1K
$423K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.84K+ 4.77% |
$79.4K - $84.1K
|
40.4K
$2.41M
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.64K+ 5.81% |
$70.6K - $74.8K
|
29.8K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.61K+ 0.34% |
$69.1K - $73.3K
|
476K
$28.4M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.55K+ 9.39% |
$66.7K - $70.7K
|
18.1K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 27.46% |
$64.5K - $68.3K
|
6.95K
$414K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 52.18% |
$58.3K - $61.8K
|
3.95K
$235K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.22K+ 6.53% |
$52.6K - $55.7K
|
19.9K
$1.19M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.11K+ 6.67% |
$47.9K - $50.7K
|
17.8K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 133.29% |
$44.8K - $47.5K
|
1.82K
$109K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
959New |
$41.3K - $43.8K
|
959
$57.1K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
937+ 1.03% |
$40.4K - $42.8K
|
91.5K
$5.45M
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
664+ 7.7% |
$28.6K - $30.3K
|
9.29K
$553K
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
464+ 6.81% |
$20K - $21.2K
|
7.28K
$434K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
322+ 2.75% |
$13.9K - $14.7K
|
12K
$716K
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
270+ 2.65% |
$11.6K - $12.3K
|
10.5K
$624K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
181New |
$7.8K - $8.26K
|
181
$10.8K
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
163+ 0.5% |
$7.02K - $7.44K
|
32.5K
$1.93M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
158New |
$6.81K - $7.21K
|
158
$9.41K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73New |
$3.14K - $3.33K
|
73
$4.35K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
69New |
$2.97K - $3.15K
|
69
$4.11K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
45+ 56.25% |
$1.94K - $2.05K
|
125
$7.45K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$1.34K - $1.41K
|
31
$1.85K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
29+ 0.3% |
$1.25K - $1.32K
|
9.84K
$586K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
21+ 0.21% |
$905 - $958
|
9.93K
$592K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.21% |
$345 - $365
|
3.87K
$231K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1New |
$43.1 - $45.6
|
1
$59.6
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-15- 0.15% |
$646 - $685
|
9.87K
$588K
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-30- 0.05% |
$1.29K - $1.37K
|
64K
$3.81M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57- 0.16% |
$2.46K - $2.6K
|
34.7K
$2.06M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-66- 0.76% |
$2.84K - $3.01K
|
8.63K
$514K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-80- 0.38% |
$3.45K - $3.65K
|
21.2K
$1.26M
|