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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
471+ 1.49% |
$26.1K - $28.6K
|
32.2K
$1.94M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-92.7K- 49.99% |
$5.13M - $5.63M
|
92.7K
$5.58M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-250- 2.72% |
$13.9K - $15.2K
|
8.95K
$539K
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-300- 4.62% |
$16.6K - $18.2K
|
6.19K
$373K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-125K- 78.61% |
$6.94M - $7.6M
|
34.1K
$2.05M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.89K+ 207.09% |
$437K - $479K
|
11.7K
$704K
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.18% |
$55.4 - $60.7
|
552
$33.2K
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
119K+ 98.01% |
$6.61M - $7.25M
|
241K
$14.5M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
760+ 2.71% |
$42.1K - $46.2K
|
28.8K
$1.74M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.1K- 15.79% |
$1.78M - $1.95M
|
171K
$10.3M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 27.25% |
$600K - $658K
|
50.6K
$3.05M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.78K+ 6.36% |
$209K - $229K
|
63.1K
$3.8M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.81K+ 36.91% |
$156K - $171K
|
10.4K
$627K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.2K- 36.2% |
$122K - $134K
|
3.88K
$234K
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.7K- 6.63% |
$149K - $164K
|
38K
$2.29M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-139- 0.72% |
$7.7K - $8.44K
|
19.2K
$1.16M
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
17.2KNew |
$951K - $1.04M
|
17.2K
$1.03M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-870- 0.52% |
$48.2K - $52.8K
|
167K
$10.1M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 2.31% |
$166 - $182
|
127
$7.65K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 775.0% |
$22.3K - $24.5K
|
455
$27.4K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37New |
$2.05K - $2.25K
|
37
$2.23K
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.57K+ 2.95% |
$142K - $156K
|
89.7K
$5.4M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
358+ 2.88% |
$19.8K - $21.7K
|
12.8K
$770K
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
1.09K+ 6.39% |
$60.6K - $66.4K
|
18.2K
$1.1M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
207K+ 47.48% |
$11.5M - $12.6M
|
644K
$38.8M
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
653KNew |
$36.2M - $39.7M
|
653K
$39.3M
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
43.7K+ 28.44% |
$2.42M - $2.65M
|
197K
$11.9M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
140KNew |
$7.74M - $8.48M
|
140K
$8.41M
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.51K+ 2.51% |
$194K - $213K
|
143K
$8.61M
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
230New |
$12.7K - $14K
|
230
$13.8K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.2K- 9.89% |
$565K - $620K
|
92.9K
$5.59M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.98K- 8.59% |
$498K - $546K
|
95.6K
$5.75M
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.2K- 10.71% |
$66.5K - $72.9K
|
10K
$603K
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.28K- 15.52% |
$70.8K - $77.6K
|
6.96K
$419K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.55KNew |
$418K - $459K
|
7.55K
$455K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.19K+ 29.95% |
$121K - $133K
|
9.49K
$571K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
235+ 68.51% |
$13K - $14.3K
|
578
$34.8K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.2K+ 6.08% |
$399K - $437K
|
126K
$7.56M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
600+ 10.76% |
$33.2K - $36.4K
|
6.18K
$372K
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
89+ 1.53% |
$4.93K - $5.41K
|
5.9K
$355K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.11K+ 7.43% |
$228K - $250K
|
59.5K
$3.58M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12.3K+ 5.53% |
$684K - $749K
|
236K
$14.2M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.93K- 2.24% |
$273K - $299K
|
215K
$13M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.76K+ 6.6% |
$319K - $350K
|
93K
$5.6M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5K+ 92.99% |
$635K - $696K
|
23.8K
$1.43M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-66- -0.0% |
$3.66K - $4.01K
|
1.36M
$81.6M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
506+ 516.33% |
$28K - $30.7K
|
604
$36.4K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
126KNew |
$7M - $7.67M
|
126K
$7.6M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
180+ 3.66% |
$9.97K - $10.9K
|
5.1K
$307K
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
16.4K+ 8.4% |
$910K - $997K
|
212K
$12.7M
|