Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.1M+ 21.57% |
$61.7M - $66.5M
|
6.22M
$372M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05MNew |
$58.6M - $63.2M
|
1.05M
$62.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
648KNew |
$36.2M - $39M
|
648K
$38.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
613K+ 34.22% |
$34.2M - $36.9M
|
2.4M
$144M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
495K+ 57.45% |
$27.6M - $29.8M
|
1.36M
$81.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
313KNew |
$17.5M - $18.9M
|
313K
$18.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
195KNew |
$10.9M - $11.8M
|
195K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
171K+ 70.23% |
$9.58M - $10.3M
|
416K
$24.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
104K+ 21.25% |
$5.8M - $6.25M
|
593K
$35.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
95.8K+ 1052.22% |
$5.35M - $5.77M
|
105K
$6.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
86.4KNew |
$4.82M - $5.2M
|
86.4K
$5.16M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.3K+ 149.46% |
$4.6M - $4.96M
|
137K
$8.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
65KNew |
$3.63M - $3.91M
|
65K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
54.6K+ 30.64% |
$3.05M - $3.29M
|
233K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50.1KNew |
$2.8M - $3.01M
|
50.1K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47.8KNew |
$2.67M - $2.88M
|
47.8K
$2.86M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.7K+ 1.7% |
$2.5M - $2.69M
|
2.68M
$160M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
40.7KNew |
$2.27M - $2.45M
|
40.7K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37.1K+ 55.04% |
$2.07M - $2.23M
|
105K
$6.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34K+ 5.18% |
$1.9M - $2.05M
|
691K
$41.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 98.47% |
$1.82M - $1.96M
|
65.7K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.5K+ 44.86% |
$1.59M - $1.72M
|
92.1K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
23.5K+ 11.78% |
$1.31M - $1.42M
|
223K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
23.5K+ 7.72% |
$1.31M - $1.42M
|
328K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.7K+ 50.62% |
$1.27M - $1.36M
|
67.4K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.9K+ 5.34% |
$1.23M - $1.32M
|
433K
$25.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.1K+ 14.2% |
$1.18M - $1.27M
|
170K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
20.4KNew |
$1.14M - $1.23M
|
20.4K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20K+ 5.8% |
$1.12M - $1.2M
|
364K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
19.4KNew |
$1.08M - $1.17M
|
19.4K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
17.1KNew |
$955K - $1.03M
|
17.1K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.6KNew |
$930K - $1M
|
16.6K
$995K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
16.5K+ 2.67% |
$920K - $992K
|
634K
$37.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16K+ 6.16% |
$893K - $963K
|
276K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
15.2K+ 13.26% |
$848K - $914K
|
130K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.9K+ 13.31% |
$777K - $837K
|
118K
$7.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.8KNew |
$773K - $833K
|
13.8K
$828K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13K+ 136.41% |
$726K - $783K
|
22.5K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.6K+ 13.89% |
$648K - $699K
|
95.2K
$5.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.6K+ 1.47% |
$647K - $698K
|
797K
$47.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11K+ 53.57% |
$614K - $661K
|
31.5K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
10.5K+ 17.33% |
$589K - $635K
|
71.4K
$4.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
9.93K+ 19.48% |
$554K - $598K
|
60.9K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.77K+ 3.6% |
$546K - $588K
|
281K
$16.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.32K+ 32.91% |
$521K - $561K
|
37.6K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.29KNew |
$463K - $499K
|
8.29K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
7.9KNew |
$441K - $476K
|
7.9K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.61KNew |
$425K - $458K
|
7.61K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
7.44K+ 4.64% |
$416K - $448K
|
168K
$10M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.42K+ 13.94% |
$414K - $446K
|
60.6K
$3.62M
|