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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
239New |
$12K - $14.4K
|
239
$14.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.83K+ 13.97% |
$495K - $590K
|
80.2K
$4.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
7.76K+ 5.29% |
$391K - $466K
|
154K
$9.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.25K- 50.77% |
$63.1K - $75.2K
|
1.22K
$75.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
3.81KNew |
$192K - $229K
|
3.81K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
200New |
$10.1K - $12K
|
200
$12.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
83New |
$4.18K - $4.98K
|
83
$5.13K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
20.6KNew |
$1.04M - $1.24M
|
20.6K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-434- 3.39% |
$21.9K - $26.1K
|
12.4K
$764K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.13% |
$252 - $300
|
3.98K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
117K+ 23.77% |
$5.91M - $7.04M
|
611K
$37.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$539K - $642K
|
10.7K
$661K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.69K- 1.01% |
$85.2K - $101K
|
165K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.05K+ 3.15% |
$104K - $123K
|
67.3K
$4.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
3.7K+ 26.96% |
$186K - $222K
|
17.4K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
5K+ 23.69% |
$252K - $300K
|
26.1K
$1.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
35.9K+ 25.14% |
$1.81M - $2.16M
|
179K
$11.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
83+ 0.43% |
$4.18K - $4.98K
|
19.4K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
178K+ 27.19% |
$8.96M - $10.7M
|
832K
$51.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-828- 3.23% |
$41.7K - $49.7K
|
24.8K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.03K+ 0.08% |
$51.7K - $61.6K
|
1.36M
$83.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-16.5K- 56.61% |
$832K - $992K
|
12.7K
$783K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.47K- 24.86% |
$125K - $148K
|
7.47K
$462K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
150K+ 23.32% |
$7.57M - $9.02M
|
794K
$49.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-13- 14.13% |
$655 - $781
|
79
$4.89K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.65K- 62.7% |
$83.2K - $99.1K
|
982
$60.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.02K+ 11.79% |
$51.4K - $61.3K
|
9.68K
$599K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.01K+ 1.7% |
$101K - $120K
|
120K
$7.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-8- 0.15% |
$403 - $480
|
5.5K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-3.41K- 32.76% |
$172K - $205K
|
7.01K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.3K+ 3.26% |
$769K - $916K
|
483K
$29.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-147- 2.16% |
$7.41K - $8.83K
|
6.67K
$413K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
190+ 26.54% |
$9.57K - $11.4K
|
906
$56K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 10.81% |
$202 - $240
|
41
$2.54K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.99K+ 7.75% |
$201K - $240K
|
55.5K
$3.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.79K- 14.07% |
$141K - $168K
|
17.1K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.03K- 2.24% |
$203K - $242K
|
176K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-15.5K- 8.1% |
$780K - $929K
|
176K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
83+ 20.49% |
$4.18K - $4.98K
|
488
$30.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.28K+ 5.1% |
$115K - $137K
|
47K
$2.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-600- 8.33% |
$30.2K - $36K
|
6.6K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
581+ 4.74% |
$29.3K - $34.9K
|
12.8K
$795K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
3.43KNew |
$173K - $206K
|
3.43K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
130+ 2.55% |
$6.55K - $7.81K
|
5.23K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-309- 1.25% |
$15.6K - $18.6K
|
24.4K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-218- 44.86% |
$11K - $13.1K
|
268
$16.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.35K+ 5.26% |
$371K - $442K
|
147K
$9.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
920+ 1.03% |
$46.4K - $55.2K
|
90.6K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.34K+ 12.24% |
$118K - $141K
|
21.5K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-156K- 58.8% |
$7.87M - $9.37M
|
109K
$6.76M
|