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 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
359New |
$17.9K - $19.2K
|
359
$20.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.85K- 60.64% |
$92.2K - $99K
|
1.2K
$69.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.46K+ 5768.9% |
$471K - $506K
|
9.63K
$554K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
8.6K+ 68.75% |
$428K - $460K
|
21.1K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-73K- 37.9% |
$3.64M - $3.9M
|
120K
$6.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
52.3K+ 10.41% |
$2.6M - $2.8M
|
555K
$31.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
271New |
$13.5K - $14.5K
|
271
$15.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
921New |
$45.8K - $49.2K
|
921
$53K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-246- 28.87% |
$12.2K - $13.1K
|
606
$34.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 74.57% |
$101K - $109K
|
694
$39.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
39.6KNew |
$1.97M - $2.11M
|
39.6K
$2.28M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
675New |
$33.6K - $36.1K
|
675
$38.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-401K- 89.29% |
$19.9M - $21.4M
|
48K
$2.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.04% |
$49.8 - $53.4
|
2.63K
$152K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
85.6K+ 15.6% |
$4.26M - $4.58M
|
634K
$36.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.93KNew |
$146K - $156K
|
2.93K
$168K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.64KNew |
$430K - $462K
|
8.64K
$497K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-497- 5.84% |
$24.7K - $26.6K
|
8.02K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-293- 1.15% |
$14.6K - $15.7K
|
25.2K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
314New |
$15.6K - $16.8K
|
314
$18.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.06KNew |
$202K - $217K
|
4.06K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6.23KNew |
$310K - $333K
|
6.23K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
300New |
$14.9K - $16K
|
300
$17.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.83KNew |
$390K - $418K
|
7.83K
$451K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.48K- 51.99% |
$422K - $453K
|
7.83K
$451K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-71Closed |
$3.34K - $3.75K
|
0
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.47K+ 12.77% |
$116K - $131K
|
21.8K
$1.26M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-399K- 96.37% |
$18.8M - $21.1M
|
15K
$864K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$6.87K - $7.72K
|
146
$8.4K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
128+ 2.91% |
$6.02K - $6.77K
|
4.52K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84K+ 509.98% |
$3.95M - $4.44M
|
100K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 49.0% |
$716K - $804K
|
46.2K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-166- 57.64% |
$7.81K - $8.78K
|
122
$7.02K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
334New |
$15.7K - $17.7K
|
334
$19.2K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.63KNew |
$76.9K - $86.4K
|
1.63K
$94.1K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
95New |
$4.47K - $5.02K
|
95
$5.47K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.12K- 30.03% |
$241K - $271K
|
11.9K
$686K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.93KNew |
$373K - $419K
|
7.93K
$456K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
12.2K+ 5.22% |
$576K - $647K
|
247K
$14.2M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
195KNew |
$9.16M - $10.3M
|
195K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.55KNew |
$214K - $240K
|
4.55K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82KNew |
$180K - $202K
|
3.82K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-55.8K- 84.51% |
$2.62M - $2.95M
|
10.2K
$588K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
163New |
$7.67K - $8.62K
|
163
$9.38K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
222New |
$10.4K - $11.7K
|
222
$12.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
22.6KNew |
$1.07M - $1.2M
|
22.6K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
50+ 0.59% |
$2.35K - $2.64K
|
8.58K
$494K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
11.9KNew |
$561K - $630K
|
11.9K
$686K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-47- 1.06% |
$2.21K - $2.48K
|
4.39K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.4K- 16.61% |
$160K - $180K
|
17.1K
$982K
|
|