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 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.83KNew |
$390K - $418K
|
7.83K
$484K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.48K- 51.99% |
$422K - $453K
|
7.83K
$484K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.93KNew |
$373K - $419K
|
7.93K
$490K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.47K+ 12.77% |
$116K - $131K
|
21.8K
$1.35M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-399K- 96.37% |
$18.8M - $21.1M
|
15K
$929K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$6.87K - $7.72K
|
146
$9.03K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84K+ 509.98% |
$3.95M - $4.44M
|
100K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 49.0% |
$716K - $804K
|
46.2K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.63KNew |
$76.9K - $86.4K
|
1.63K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
334New |
$15.7K - $17.7K
|
334
$20.7K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.12K- 30.03% |
$241K - $271K
|
11.9K
$738K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.55KNew |
$214K - $240K
|
4.55K
$281K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
195KNew |
$9.16M - $10.3M
|
195K
$12M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-55.8K- 84.51% |
$2.62M - $2.95M
|
10.2K
$632K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82KNew |
$180K - $202K
|
3.82K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
222New |
$10.4K - $11.7K
|
222
$13.7K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
50+ 0.59% |
$2.35K - $2.64K
|
8.58K
$531K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.4K- 16.61% |
$160K - $180K
|
17.1K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-853- 10.54% |
$40.1K - $45.1K
|
7.24K
$448K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
26New |
$1.08K - $1.25K
|
26
$1.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.67K+ 109.26% |
$401K - $464K
|
18.5K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.9KNew |
$1.74M - $2.01M
|
41.9K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
11KNew |
$457K - $528K
|
11K
$681K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
14.9K+ 12.25% |
$618K - $715K
|
136K
$8.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.88K- 38.24% |
$120K - $138K
|
4.66K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-623- 3.42% |
$25.9K - $29.9K
|
17.6K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-431- 7.66% |
$17.9K - $20.7K
|
5.19K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-52- 0.86% |
$2.16K - $2.5K
|
6K
$371K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.45KNew |
$60K - $69.4K
|
1.45K
$89.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-3.63K- 41.75% |
$151K - $174K
|
5.07K
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259New |
$10.7K - $12.4K
|
259
$16K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-962- 7.48% |
$39.9K - $46.2K
|
11.9K
$736K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
201KNew |
$8.36M - $9.67M
|
201K
$12.5M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
69New |
$2.97K - $3.15K
|
69
$4.27K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-43.1K- 6.37% |
$1.86M - $1.97M
|
634K
$39.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
353KNew |
$15.2M - $16.1M
|
353K
$21.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-6.29K- 48.46% |
$271K - $287K
|
6.68K
$413K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
937+ 1.03% |
$40.4K - $42.8K
|
91.5K
$5.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73New |
$3.14K - $3.33K
|
73
$4.51K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-66- 0.76% |
$2.84K - $3.01K
|
8.63K
$534K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.5KNew |
$265K - $288K
|
6.5K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.96KNew |
$202K - $220K
|
4.96K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-8.26K- 17.2% |
$336K - $366K
|
39.8K
$2.46M
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.72K- 56.25% |
$259K - $280K
|
5.22K
$323K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-48.1K- 97.57% |
$1.86M - $2M
|
1.2K
$74K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
15+ 0.22% |
$579 - $624
|
6.79K
$420K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
58New |
$2.24K - $2.41K
|
58
$3.59K
|
|
| Q4 2022 | |||||||
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65KNew |
$199K - $231K
|
5.65K
$349K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
31New |
$1.09K - $1.27K
|
31
$1.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.83KNew |
$240K - $279K
|
6.83K
$422K
|
|