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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13+ 0.06% |
$726 - $783
|
20.9K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.18% |
$503 - $542
|
4.91K
$263K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6New |
$335 - $361
|
6
$321
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3+ 0.02% |
$168 - $181
|
17.4K
$932K
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 0.36% |
$112 - $120
|
551
$29.5K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1New |
$55.9 - $60.2
|
1
$53.6
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 2.49% |
$894 - $963
|
627
$33.6K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 14.81% |
$1.56K - $1.69K
|
161
$8.62K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-28- 27.45% |
$1.56K - $1.69K
|
74
$3.96K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-35Closed |
$1.96K - $2.11K
|
0
$0
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-36- 0.3% |
$2.01K - $2.17K
|
11.9K
$640K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-55- 1.39% |
$3.07K - $3.31K
|
3.89K
$208K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-56- 0.61% |
$3.13K - $3.37K
|
9.2K
$493K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59- 98.33% |
$3.3K - $3.55K
|
1
$53.6
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-60- 49.18% |
$3.35K - $3.61K
|
62
$3.32K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-66- 33.67% |
$3.69K - $3.97K
|
130
$6.96K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-98- 1.67% |
$5.47K - $5.9K
|
5.76K
$309K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-109- 2.57% |
$6.09K - $6.56K
|
4.13K
$221K
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-126- 2.57% |
$7.04K - $7.59K
|
4.77K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-138- 28.45% |
$7.71K - $8.31K
|
347
$18.6K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-140- 2.17% |
$7.82K - $8.43K
|
6.32K
$338K
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-153- 0.38% |
$8.55K - $9.21K
|
40.4K
$2.17M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-184- 1.0% |
$10.3K - $11.1K
|
18.3K
$978K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-190- 2.91% |
$10.6K - $11.4K
|
6.33K
$339K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-226- 2.73% |
$12.6K - $13.6K
|
8.07K
$432K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-242- 5.74% |
$13.5K - $14.6K
|
3.97K
$213K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-287- 5.37% |
$16K - $17.3K
|
5.06K
$271K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-291- 7.06% |
$16.3K - $17.5K
|
3.83K
$205K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-300- 2.61% |
$16.8K - $18.1K
|
11.2K
$600K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-306- 2.35% |
$17.1K - $18.4K
|
12.7K
$679K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-354- 6.37% |
$19.8K - $21.3K
|
5.2K
$279K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-415- 53.76% |
$23.2K - $25K
|
357
$19.1K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-498- 1.24% |
$27.8K - $30K
|
39.8K
$2.13M
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-517- 3.46% |
$28.9K - $31.1K
|
14.4K
$773K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-565- 1.44% |
$31.6K - $34K
|
38.7K
$2.07M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-694- 54.43% |
$38.8K - $41.8K
|
581
$31.1K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-892- 7.76% |
$49.8K - $53.7K
|
10.6K
$567K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 7.63% |
$62.7K - $67.6K
|
13.6K
$728K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.12K- 1.78% |
$62.7K - $67.6K
|
62.1K
$3.32M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 0.27% |
$66.2K - $71.4K
|
433K
$23.2M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.25K- 2.77% |
$69.5K - $75K
|
43.7K
$2.34M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.25K- 0.73% |
$69.8K - $75.3K
|
170K
$9.1M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.42K- 0.52% |
$79.3K - $85.5K
|
270K
$14.5M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.57K- 75.01% |
$87.9K - $94.7K
|
524
$28.1K
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 22.54% |
$90.7K - $97.7K
|
5.58K
$299K
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.63K- 1.43% |
$91K - $98.1K
|
112K
$6.01M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.74K- 0.4% |
$97.3K - $105K
|
437K
$23.4M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.75K- 23.77% |
$97.5K - $105K
|
5.6K
$300K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.81K- 1.03% |
$101K - $109K
|
174K
$9.33M
|