Purchases and Sales Made in Q3 2024 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 2024. 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 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
20.5KNew |
$1.05M - $1.16M
|
20.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.1K+ 155.16% |
$1.03M - $1.14M
|
33.1K
$1.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
19.9K+ 7.31% |
$1.02M - $1.13M
|
292K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.1KNew |
$929K - $1.02M
|
18.1K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 4.35% |
$929K - $1.02M
|
435K
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.9K+ 1456.19% |
$917K - $1.01M
|
19.1K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.8K+ 13.56% |
$911K - $1M
|
149K
$8.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 8.0% |
$846K - $933K
|
223K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.2KNew |
$833K - $918K
|
16.2K
$961K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9K+ 3.77% |
$817K - $901K
|
438K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.3KNew |
$787K - $868K
|
15.3K
$908K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.2KNew |
$777K - $857K
|
15.2K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
14.6KNew |
$747K - $824K
|
14.6K
$862K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
13.8K+ 2.29% |
$710K - $783K
|
618K
$36.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.5KNew |
$693K - $764K
|
13.5K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 3.75% |
$658K - $726K
|
355K
$21M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
12.4K+ 32.26% |
$638K - $703K
|
51K
$3.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
12.4K+ 4.81% |
$638K - $703K
|
271K
$16M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
12K+ 12.18% |
$613K - $676K
|
110K
$6.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
11.9KNew |
$612K - $675K
|
11.9K
$706K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.8K+ 26.54% |
$607K - $669K
|
56.4K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.5K+ 1.88% |
$589K - $650K
|
623K
$36.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4K+ 2.93% |
$586K - $646K
|
401K
$23.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.7KNew |
$549K - $606K
|
10.7K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.5KNew |
$541K - $597K
|
10.5K
$624K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.4K+ 5.67% |
$535K - $590K
|
194K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 10.09% |
$516K - $569K
|
110K
$6.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
9.86K+ 24.2% |
$506K - $558K
|
50.6K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.65K+ 1.16% |
$495K - $546K
|
844K
$49.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.39K+ 22.0% |
$482K - $531K
|
52.1K
$3.08M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9.29KNew |
$477K - $526K
|
9.29K
$550K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
9.11KNew |
$467K - $515K
|
9.11K
$539K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.11KNew |
$467K - $515K
|
9.11K
$539K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.73K+ 6.86% |
$448K - $494K
|
136K
$8.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.69K+ 8.22% |
$446K - $492K
|
114K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.48K+ 5.21% |
$435K - $480K
|
171K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.29KNew |
$425K - $469K
|
8.29K
$491K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.17K+ 36.96% |
$419K - $462K
|
30.3K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.08K+ 13.69% |
$414K - $457K
|
67.1K
$3.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
7.7K+ 8.45% |
$395K - $436K
|
98.8K
$5.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.63K+ 1.98% |
$391K - $432K
|
394K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.02K+ 15.21% |
$360K - $397K
|
53.2K
$3.15M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.36K+ 11.12% |
$326K - $360K
|
63.6K
$3.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.19K+ 3.64% |
$317K - $350K
|
176K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.05KNew |
$310K - $342K
|
6.05K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5.99K+ 4.69% |
$307K - $339K
|
134K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.95KNew |
$305K - $337K
|
5.95K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.93K+ 6.01% |
$304K - $335K
|
105K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.39K+ 23.5% |
$276K - $305K
|
28.3K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.37K+ 9.29% |
$276K - $304K
|
63.2K
$3.74M
|