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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11KNew |
$552K - $658K
|
11K
$659K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-15.4K- 50.11% |
$774K - $922K
|
15.3K
$920K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-214- 2.05% |
$10.8K - $12.9K
|
10.3K
$617K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-110- 8.89% |
$5.54K - $6.61K
|
1.13K
$67.8K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.82KNew |
$193K - $230K
|
3.82K
$230K
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
87+ 0.3% |
$4.38K - $5.22K
|
29K
$1.75M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
72K+ 11.41% |
$3.63M - $4.32M
|
703K
$42.3M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$353 - $420
|
4.63K
$278K
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.39K- 19.79% |
$121K - $144K
|
9.7K
$584K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
92+ 0.37% |
$4.64K - $5.52K
|
24.7K
$1.48M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.26K+ 1.6% |
$114K - $136K
|
143K
$8.63M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.35K+ 9.34% |
$219K - $261K
|
50.8K
$3.06M
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.59K+ 1.16% |
$79.9K - $95.2K
|
138K
$8.32M
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
535+ 3.42% |
$27K - $32.1K
|
16.2K
$974K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.12K+ 7.49% |
$208K - $247K
|
59.1K
$3.56M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.68K+ 2.01% |
$185K - $221K
|
186K
$11.2M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.02% |
$50.4 - $60.1
|
6.13K
$369K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.9K+ 3.19% |
$547K - $652K
|
351K
$21.1M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
112K+ 2715.22% |
$5.65M - $6.74M
|
116K
$7M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.4K+ 11.78% |
$523K - $623K
|
98.5K
$5.93M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.66KNew |
$184K - $220K
|
3.66K
$220K
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.02K- 4.37% |
$152K - $182K
|
66.2K
$3.98M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-189- 3.81% |
$9.52K - $11.3K
|
4.77K
$287K
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.5K+ 4.71% |
$1.08M - $1.29M
|
478K
$28.8M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.07K- 3.23% |
$306K - $365K
|
182K
$11M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.96K+ 3.52% |
$199K - $238K
|
117K
$7.01M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
256+ 1.4% |
$12.9K - $15.4K
|
18.5K
$1.12M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.64% |
$101 - $120
|
316
$19K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$907 - $1.08K
|
6.19K
$373K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.04K+ 1.49% |
$52.5K - $62.6K
|
70.8K
$4.26M
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.84KNew |
$193K - $230K
|
3.84K
$231K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
13.9KNew |
$701K - $835K
|
13.9K
$837K
|
|
Q1 2025 | |||||||
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.48KNew |
$470K - $515K
|
8.48K
$511K
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.2K- 12.69% |
$66.3K - $72.6K
|
8.23K
$495K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.82K+ 1.44% |
$156K - $171K
|
198K
$11.9M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
115K+ 1614.78% |
$6.39M - $7.01M
|
123K
$7.37M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81.6K- 39.42% |
$4.52M - $4.96M
|
125K
$7.55M
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-819- 0.53% |
$45.4K - $49.7K
|
154K
$9.28M
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.42K- 17.71% |
$78.7K - $86.3K
|
6.6K
$397K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-141- 1.94% |
$7.81K - $8.56K
|
7.11K
$428K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.8K+ 602.07% |
$1.59M - $1.75M
|
33.5K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.8KNew |
$2.37M - $2.6M
|
42.8K
$2.57M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
258K+ 22.83% |
$14.3M - $15.7M
|
1.39M
$83.5M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 6.4% |
$7.39M - $8.1M
|
2.22M
$133M
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
19.4K+ 3.27% |
$1.07M - $1.18M
|
612K
$36.8M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 2.81% |
$628K - $688K
|
415K
$25M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-400- 1.3% |
$22.2K - $24.3K
|
30.5K
$1.83M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.67K+ 4.42% |
$259K - $284K
|
110K
$6.64M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.01K+ 15.6% |
$278K - $304K
|
37.1K
$2.24M
|