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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.55K+ 4.58% |
$141K - $155K
|
58.1K
$3.5M
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 4.59% |
$277 - $304
|
104
$6.26K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-119- 22.71% |
$6.59K - $7.23K
|
405
$24.4K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
318New |
$17.6K - $19.3K
|
318
$19.1K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
$5.54K - $6.07K
|
100
$6.02K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
21.2K+ 73.32% |
$1.18M - $1.29M
|
50.1K
$3.02M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15.3K- 0.28% |
$848K - $930K
|
5.38M
$324M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
871+ 1.25% |
$48.3K - $52.9K
|
70.4K
$4.24M
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
12.5KNew |
$695K - $761K
|
12.5K
$755K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64.5K+ 15.99% |
$3.57M - $3.92M
|
468K
$28.2M
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-634- 7.97% |
$35.1K - $38.5K
|
7.32K
$441K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
231K+ 3760.3% |
$12.8M - $14M
|
237K
$14.3M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
218+ 1.71% |
$12.1K - $13.2K
|
13K
$782K
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
40.7K+ 66.81% |
$2.25M - $2.47M
|
102K
$6.11M
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.04K+ 0.8% |
$57.3K - $62.9K
|
131K
$7.86M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
395+ 7.83% |
$21.9K - $24K
|
5.44K
$328K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-876- 12.63% |
$48.5K - $53.2K
|
6.06K
$365K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
133New |
$7.37K - $8.08K
|
133
$8.01K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 11.08% |
$1.04M - $1.14M
|
189K
$11.4M
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
252+ 2.6% |
$14K - $15.3K
|
9.94K
$599K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.5K- 71.58% |
$860K - $943K
|
6.16K
$371K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-29.5K- 6.75% |
$1.63M - $1.79M
|
407K
$24.5M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.9K+ 2.01% |
$714K - $783K
|
654K
$39.4M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-766- 1.23% |
$42.4K - $46.5K
|
61.5K
$3.7M
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.86K+ 3.03% |
$103K - $113K
|
63.1K
$3.8M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-73.6K- 68.95% |
$4.08M - $4.47M
|
33.1K
$1.99M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.66KNew |
$203K - $222K
|
3.66K
$221K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-4.37K- 4.14% |
$242K - $265K
|
101K
$6.09M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21K- 8.9% |
$1.16M - $1.27M
|
215K
$12.9M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
403+ 3.17% |
$22.3K - $24.5K
|
13.1K
$790K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
58.6K+ 932.89% |
$3.25M - $3.56M
|
64.9K
$3.9M
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.3K+ 11.91% |
$628K - $689K
|
106K
$6.41M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-84- 0.42% |
$4.65K - $5.1K
|
19.9K
$1.2M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-842- 1.61% |
$46.7K - $51.1K
|
51.6K
$3.1M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.41K+ 2.99% |
$189K - $207K
|
118K
$7.08M
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.31K+ 1.02% |
$72.4K - $79.4K
|
130K
$7.8M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
43KNew |
$2.38M - $2.61M
|
43K
$2.59M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.7K+ 45.76% |
$94.2K - $103K
|
5.42K
$326K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23.8K- 3.44% |
$1.32M - $1.45M
|
667K
$40.2M
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
5.05K+ 339.81% |
$280K - $307K
|
6.54K
$394K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
9.47KNew |
$525K - $575K
|
9.47K
$570K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-150K- 36.12% |
$8.32M - $9.12M
|
265K
$16M
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
588+ 1.54% |
$32.6K - $35.7K
|
38.8K
$2.34M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.74K+ 3.33% |
$207K - $227K
|
116K
$6.98M
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.57K+ 1.88% |
$143K - $156K
|
139K
$8.38M
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
17+ 0.36% |
$942 - $1.03K
|
4.79K
$288K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
19.7K+ 3.11% |
$1.09M - $1.2M
|
654K
$39.4M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.4K+ 67.02% |
$133K - $146K
|
5.99K
$360K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 6.08% |
$1.23M - $1.34M
|
386K
$23.2M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
26.1K+ 21.61% |
$1.44M - $1.58M
|
147K
$8.83M
|