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 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
16.8K+ 5.97% |
$930K - $1.02M
|
298K
$17.9M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.41K+ 35.8% |
$355K - $389K
|
24.3K
$1.46M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
757New |
$41.9K - $46K
|
757
$45.6K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.14% |
$388 - $425
|
4.92K
$296K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
349+ 49.86% |
$19.3K - $21.2K
|
1.05K
$63.1K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9KNew |
$826K - $905K
|
14.9K
$897K
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.13K+ 18.11% |
$62.6K - $68.6K
|
7.36K
$443K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.9K- 3.8% |
$105K - $116K
|
48.1K
$2.89M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.99K+ 4.92% |
$110K - $121K
|
42.4K
$2.55M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.01K- 29.51% |
$222K - $244K
|
9.58K
$577K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-134K- 30.99% |
$7.44M - $8.16M
|
299K
$18M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-43.4K- 2.15% |
$2.41M - $2.64M
|
1.97M
$119M
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
20.5K+ 6.54% |
$1.14M - $1.24M
|
334K
$20.1M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.07K+ 9.05% |
$170K - $187K
|
37K
$2.23M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.98KNew |
$220K - $242K
|
3.98K
$239K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.66% |
$55.4 - $60.7
|
152
$9.15K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-438- 1.13% |
$24.3K - $26.6K
|
38.3K
$2.3M
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
56New |
$3.1K - $3.4K
|
56
$3.37K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
498+ 7.88% |
$27.6K - $30.2K
|
6.82K
$411K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
127K+ 4.74% |
$7.05M - $7.73M
|
2.81M
$169M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.28K+ 9.01% |
$237K - $260K
|
51.8K
$3.12M
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-7.12K- 8.72% |
$394K - $432K
|
74.5K
$4.48M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-293- 7.33% |
$16.2K - $17.8K
|
3.71K
$223K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-33.5K- 98.18% |
$1.86M - $2.04M
|
620
$37.3K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
2.32K+ 3.24% |
$128K - $141K
|
73.7K
$4.44M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-89- 55.28% |
$4.93K - $5.41K
|
72
$4.33K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-54.7K- 43.27% |
$3.03M - $3.32M
|
71.7K
$4.32M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 3.99% |
$2.66K - $2.92K
|
1.15K
$69.5K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-306K- 33.08% |
$17.1M - $18.4M
|
619K
$37.2M
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-35Closed |
$1.96K - $2.11K
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.16K- 18.73% |
$400K - $431K
|
31K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
192New |
$10.7K - $11.6K
|
192
$11.6K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
8.79K+ 13.86% |
$491K - $529K
|
72.2K
$4.35M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.9KNew |
$330K - $355K
|
5.9K
$355K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.5K- 93.88% |
$3.15M - $3.4M
|
3.68K
$222K
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
3.1K+ 26.56% |
$173K - $187K
|
14.8K
$889K
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
18KNew |
$1.01M - $1.08M
|
18K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.2K- 52.38% |
$1.35M - $1.46M
|
22K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-517- 3.46% |
$28.9K - $31.1K
|
14.4K
$869K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.1KNew |
$898K - $968K
|
16.1K
$967K
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
13.7KNew |
$767K - $826K
|
13.7K
$826K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.08KNew |
$172K - $186K
|
3.08K
$186K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
109KNew |
$6.06M - $6.53M
|
109K
$6.53M
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
133+ 2.63% |
$7.43K - $8.01K
|
5.18K
$312K
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
103+ 2.72% |
$5.75K - $6.2K
|
3.89K
$234K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
174New |
$9.72K - $10.5K
|
174
$10.5K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
420New |
$23.5K - $25.3K
|
420
$25.3K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.64M- 99.99% |
$91.6M - $98.7M
|
203
$12.2K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24New |
$1.34K - $1.45K
|
24
$1.44K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
330New |
$18.4K - $19.9K
|
330
$19.9K
|