Latest Institutional Transactions on J P Morgan ETF Tr U S Quality (JQUA)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Quality (JQUA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
10.5K+ 8.49% |
$624K - $660K
|
134K
$8.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.5K+ 543.9% |
$1.34M - $1.42M
|
26.7K
$1.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
117KNew |
$6.97M - $7.38M
|
117K
$7.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
812+ 7.84% |
$48.4K - $51.2K
|
11.2K
$691K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2.81K- 8.28% |
$167K - $177K
|
31.1K
$1.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
25.4KNew |
$1.51M - $1.6M
|
25.4K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8+ 0.2% |
$477 - $505
|
4.01K
$248K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-365- 4.74% |
$21.8K - $23K
|
7.33K
$453K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.54K- 6.73% |
$151K - $160K
|
35.2K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-193- 5.27% |
$11.5K - $12.2K
|
3.47K
$214K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-31.1K- 7.86% |
$1.85M - $1.96M
|
365K
$22.5M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.21KNew |
$310K - $328K
|
5.21K
$322K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
311+ 1.13% |
$18.5K - $19.6K
|
27.9K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
5KNew |
$298K - $316K
|
5K
$309K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.4K+ 2.77% |
$1.16M - $1.23M
|
721K
$44.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
36New |
$2.15K - $2.27K
|
36
$2.23K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.74K+ 7.42% |
$163K - $173K
|
39.6K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$1.49K - $1.58K
|
25
$1.55K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-22.9K- 2.5% |
$1.37M - $1.45M
|
895K
$55.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-19.6K- 33.23% |
$1.17M - $1.24M
|
39.3K
$2.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.06K- 7.23% |
$301K - $319K
|
64.8K
$4.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.01K- 1.06% |
$298K - $316K
|
466K
$28.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-660- 3.51% |
$39.3K - $41.6K
|
18.1K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-3.12K- 10.73% |
$186K - $197K
|
25.9K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-640- 1.49% |
$38.2K - $40.4K
|
42.4K
$2.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.55K+ 14.41% |
$212K - $224K
|
28.2K
$1.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.2K- 6.86% |
$2.87M - $3.04M
|
655K
$40.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.7K+ 164.38% |
$995K - $1.05M
|
26.8K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.32KNew |
$78.4K - $83K
|
1.32K
$81.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
178K+ 6.55% |
$10.6M - $11.2M
|
2.89M
$179M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 10.36% |
$681K - $720K
|
122K
$7.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.52K- 1.91% |
$150K - $159K
|
129K
$8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-60- 0.23% |
$3.58K - $3.79K
|
26.2K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-484- 1.5% |
$28.9K - $30.5K
|
31.8K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
49.1KNew |
$2.93M - $3.1M
|
49.1K
$3.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-6.5K- 8.03% |
$387K - $410K
|
74.4K
$4.6M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
17.6K+ 380.65% |
$1.05M - $1.11M
|
22.2K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.67K+ 18.55% |
$517K - $547K
|
55.4K
$3.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
920+ 3.25% |
$54.8K - $58K
|
29.2K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-12.2K- 3.1% |
$724K - $767K
|
380K
$23.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-774- 0.36% |
$46.1K - $48.8K
|
212K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.6K+ 28.0% |
$274K - $290K
|
21K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
198+ 3.68% |
$11.8K - $12.5K
|
5.57K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.92KNew |
$353K - $374K
|
5.92K
$366K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
326K+ 48.47% |
$19.4M - $20.5M
|
997K
$61.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 3.41% |
$660K - $698K
|
336K
$20.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-7.96K- 2.18% |
$475K - $502K
|
357K
$22.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
56.2KNew |
$3.35M - $3.55M
|
56.2K
$3.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-116- 0.31% |
$6.91K - $7.32K
|
37.9K
$2.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
15.6K+ 2.22% |
$931K - $986K
|
720K
$44.5M
|