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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.93KNew |
$373K - $419K
|
7.93K
$477K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.47K+ 12.77% |
$116K - $131K
|
21.8K
$1.31M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-399K- 96.37% |
$18.8M - $21.1M
|
15K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$6.87K - $7.72K
|
146
$8.79K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 49.0% |
$716K - $804K
|
46.2K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84K+ 509.98% |
$3.95M - $4.44M
|
100K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.63KNew |
$76.9K - $86.4K
|
1.63K
$98.4K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
334New |
$15.7K - $17.7K
|
334
$20.1K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.12K- 30.03% |
$241K - $271K
|
11.9K
$718K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
95New |
$4.47K - $5.02K
|
95
$5.72K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.55KNew |
$214K - $240K
|
4.55K
$274K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
195KNew |
$9.16M - $10.3M
|
195K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82KNew |
$180K - $202K
|
3.82K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-55.8K- 84.51% |
$2.62M - $2.95M
|
10.2K
$615K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
222New |
$10.4K - $11.7K
|
222
$13.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
22.6KNew |
$1.07M - $1.2M
|
22.6K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
50+ 0.59% |
$2.35K - $2.64K
|
8.58K
$517K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.4K- 16.61% |
$160K - $180K
|
17.1K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-853- 10.54% |
$40.1K - $45.1K
|
7.24K
$436K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
26New |
$1.08K - $1.25K
|
26
$1.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.67K+ 109.26% |
$401K - $464K
|
18.5K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.9KNew |
$1.74M - $2.01M
|
41.9K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
11KNew |
$457K - $528K
|
11K
$663K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
14.9K+ 12.25% |
$618K - $715K
|
136K
$8.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
60New |
$2.49K - $2.88K
|
60
$3.61K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-623- 3.42% |
$25.9K - $29.9K
|
17.6K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.88K- 38.24% |
$120K - $138K
|
4.66K
$280K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-431- 7.66% |
$17.9K - $20.7K
|
5.19K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-52- 0.86% |
$2.16K - $2.5K
|
6K
$361K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.45KNew |
$60K - $69.4K
|
1.45K
$87K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259New |
$10.7K - $12.4K
|
259
$15.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-3.63K- 41.75% |
$151K - $174K
|
5.07K
$305K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-962- 7.48% |
$39.9K - $46.2K
|
11.9K
$717K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
201KNew |
$8.36M - $9.67M
|
201K
$12.1M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$1.34K - $1.41K
|
31
$1.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
69New |
$2.97K - $3.15K
|
69
$4.15K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-43.1K- 6.37% |
$1.86M - $1.97M
|
634K
$38.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
353KNew |
$15.2M - $16.1M
|
353K
$21.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-6.29K- 48.46% |
$271K - $287K
|
6.68K
$402K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
937+ 1.03% |
$40.4K - $42.8K
|
91.5K
$5.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
44.2KNew |
$1.9M - $2.02M
|
44.2K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-66- 0.76% |
$2.84K - $3.01K
|
8.63K
$519K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73New |
$3.14K - $3.33K
|
73
$4.39K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.5KNew |
$265K - $288K
|
6.5K
$391K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.96KNew |
$202K - $220K
|
4.96K
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-8.26K- 17.2% |
$336K - $366K
|
39.8K
$2.39M
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.72K- 56.25% |
$259K - $280K
|
5.22K
$314K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-48.1K- 97.57% |
$1.86M - $2M
|
1.2K
$72K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
15+ 0.22% |
$579 - $624
|
6.79K
$409K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
58New |
$2.24K - $2.41K
|
58
$3.49K
|
|