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 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.37K+ 9.29% |
$276K - $304K
|
63.2K
$3.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.29K+ 19.93% |
$271K - $299K
|
31.8K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.24K+ 101.04% |
$269K - $296K
|
10.4K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.17K+ 22.8% |
$265K - $292K
|
27.8K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
5.1KNew |
$262K - $289K
|
5.1K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.05KNew |
$259K - $286K
|
5.05K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.93K+ 2.86% |
$253K - $279K
|
177K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.84KNew |
$248K - $274K
|
4.84K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.82K+ 0.68% |
$247K - $272K
|
715K
$42.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.81K+ 7.94% |
$247K - $272K
|
65.4K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.24KNew |
$217K - $240K
|
4.24K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.2K+ 10.39% |
$216K - $238K
|
44.6K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.1K+ 4.54% |
$210K - $232K
|
94.4K
$5.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
4.06KNew |
$208K - $230K
|
4.06K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.9K+ 4.07% |
$200K - $221K
|
99.9K
$5.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.9KNew |
$200K - $221K
|
3.9K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.85K+ 1.44% |
$197K - $218K
|
271K
$16.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.84KNew |
$197K - $217K
|
3.84K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.78KNew |
$194K - $214K
|
3.78K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.78K+ 5.0% |
$194K - $214K
|
79.4K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.74KNew |
$192K - $212K
|
3.74K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.66KNew |
$187K - $207K
|
3.66K
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.54K+ 3.35% |
$181K - $200K
|
109K
$6.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
3.46K+ 3.03% |
$177K - $196K
|
117K
$7.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.43K+ 25.86% |
$176K - $194K
|
16.7K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.35K+ 32.83% |
$172K - $190K
|
13.6K
$810K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.33K+ 53.7% |
$171K - $188K
|
9.53K
$569K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.28K+ 2.66% |
$168K - $185K
|
127K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.25K+ 13.98% |
$167K - $184K
|
26.5K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.23K+ 2.17% |
$165K - $182K
|
152K
$9.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
3.21K+ 37.95% |
$165K - $182K
|
11.7K
$696K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.19K+ 0.63% |
$164K - $181K
|
506K
$30.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.14K+ 7.55% |
$161K - $178K
|
44.8K
$2.67M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3K+ 39.78% |
$154K - $170K
|
10.5K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.84K+ 5.64% |
$146K - $161K
|
53.2K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.77K+ 12.75% |
$142K - $157K
|
24.5K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.05K+ 21.68% |
$105K - $116K
|
11.5K
$688K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.91K+ 2.09% |
$97.9K - $108K
|
93.1K
$5.56M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.86K+ 5.43% |
$95.5K - $105K
|
36.1K
$2.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 28.37% |
$94.4K - $104K
|
8.33K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.74K+ 5.36% |
$89.4K - $98.6K
|
34.3K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.59K+ 67.71% |
$81.8K - $90.2K
|
3.95K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.49K+ 0.94% |
$76.4K - $84.2K
|
160K
$9.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.46K+ 0.31% |
$75K - $82.8K
|
475K
$28.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.42K+ 1.26% |
$72.6K - $80K
|
114K
$6.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.24K+ 4.68% |
$63.3K - $69.9K
|
27.6K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.21K+ 1.12% |
$62.1K - $68.4K
|
109K
$6.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.2KNew |
$61.5K - $67.9K
|
1.2K
$71.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.16K+ 15.64% |
$59.3K - $65.4K
|
8.55K
$510K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 4.2% |
$57.9K - $63.9K
|
28K
$1.67M
|