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 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.9K+ 5.34% |
$1.23M - $1.32M
|
433K
$23.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.1K+ 14.2% |
$1.18M - $1.27M
|
170K
$9.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21K+ 7.96% |
$1.17M - $1.27M
|
285K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
20.4KNew |
$1.14M - $1.23M
|
20.4K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20K+ 5.8% |
$1.12M - $1.2M
|
364K
$19.5M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
19.4KNew |
$1.08M - $1.17M
|
19.4K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
18.6KNew |
$1.04M - $1.12M
|
18.6K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
18KNew |
$1.01M - $1.08M
|
18K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
17.2K+ 336.47% |
$959K - $1.03M
|
22.3K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
17.1KNew |
$955K - $1.03M
|
17.1K
$916K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16.8K+ 10.88% |
$941K - $1.01M
|
172K
$9.19M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16.8KNew |
$940K - $1.01M
|
16.8K
$901K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.6KNew |
$930K - $1M
|
16.6K
$891K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
16.5K+ 2.67% |
$920K - $992K
|
634K
$34M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.1KNew |
$898K - $968K
|
16.1K
$861K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16K+ 6.16% |
$893K - $963K
|
276K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
15.2K+ 13.26% |
$848K - $914K
|
130K
$6.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.9K+ 13.31% |
$777K - $837K
|
118K
$6.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.8KNew |
$773K - $833K
|
13.8K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
13.7KNew |
$767K - $826K
|
13.7K
$735K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13K+ 136.41% |
$726K - $783K
|
22.5K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.6K+ 13.89% |
$648K - $699K
|
95.2K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.6K+ 1.47% |
$647K - $698K
|
797K
$42.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 11.88% |
$626K - $675K
|
106K
$5.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11K+ 53.57% |
$614K - $661K
|
31.5K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
10.5K+ 17.33% |
$589K - $635K
|
71.4K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.4K+ 122.21% |
$583K - $629K
|
19K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
9.93K+ 19.48% |
$554K - $598K
|
60.9K
$3.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9.78KNew |
$546K - $589K
|
9.78K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.77K+ 3.6% |
$546K - $588K
|
281K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.32K+ 32.91% |
$521K - $561K
|
37.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
8.79K+ 13.86% |
$491K - $529K
|
72.2K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
8.5KNew |
$475K - $512K
|
8.5K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.29KNew |
$463K - $499K
|
8.29K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
7.9KNew |
$441K - $476K
|
7.9K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.69K+ 33.17% |
$429K - $463K
|
30.9K
$1.65M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7.69K+ 19.8% |
$429K - $463K
|
46.5K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.61KNew |
$425K - $458K
|
7.61K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
7.44K+ 4.64% |
$416K - $448K
|
168K
$8.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.43K+ 5.62% |
$415K - $447K
|
139K
$7.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.42K+ 13.94% |
$414K - $446K
|
60.6K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.3KNew |
$408K - $440K
|
7.3K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.2KNew |
$402K - $434K
|
7.2K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.01K+ 7.53% |
$391K - $422K
|
100K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.92KNew |
$386K - $417K
|
6.92K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.91K+ 31.37% |
$386K - $416K
|
28.9K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.46K+ 23.05% |
$361K - $389K
|
34.5K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.41KNew |
$358K - $386K
|
6.41K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.28KNew |
$351K - $378K
|
6.28K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.24KNew |
$348K - $375K
|
6.24K
$334K
|