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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-3.14K- 17.1% |
$111K - $128K
|
15.2K
$875K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-318- 5.02% |
$11.2K - $13K
|
6.01K
$346K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
530New |
$18.6K - $22K
|
530
$30.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
623KNew |
$21.8M - $25.9M
|
623K
$35.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
98New |
$3.43K - $4.07K
|
98
$5.64K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.61K+ 8.64% |
$162K - $191K
|
58K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.85K- 21.46% |
$100K - $118K
|
10.4K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
8+ 0.34% |
$280 - $332
|
2.37K
$136K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
680+ 1.99% |
$23.8K - $28.2K
|
34.9K
$2.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
563+ 0.8% |
$19.7K - $23.4K
|
70.7K
$4.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-2.22K- 5.73% |
$77.7K - $92K
|
36.4K
$2.1M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.33K- 12.0% |
$48K - $57.6K
|
9.77K
$562K
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-42.2KClosed |
$1.52M - $1.82M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-61Closed |
$2.2K - $2.64K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5KClosed |
$180K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
88+ 69.84% |
$3.17K - $3.81K
|
214
$12.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-22.4KClosed |
$808K - $969K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-18.8KClosed |
$679K - $814K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-47Closed |
$1.69K - $2.03K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6KNew |
$851K - $1.02M
|
23.6K
$1.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.27K- 99.56% |
$154K - $185K
|
19
$1.09K
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-420KClosed |
$15.1M - $18.2M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.34KNew |
$337K - $404K
|
9.34K
$538K
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.88K- 25.35% |
$104K - $124K
|
8.47K
$487K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-314Closed |
$11.3K - $13.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-294Closed |
$11.7K - $13.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-11.9KClosed |
$475K - $539K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-196KClosed |
$7.82M - $8.89M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-291Closed |
$11.6K - $13.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127Closed |
$5.06K - $5.76K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.25KClosed |
$89.5K - $102K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.54KClosed |
$221K - $251K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-82Closed |
$3.34K - $3.75K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 50.0% |
$40.7 - $45.7
|
3
$173
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.15KNew |
$47K - $50K
|
1.15K
$66.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9KClosed |
$366K - $390K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.2MClosed |
$45.9M - $49.2M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-275KClosed |
$10.5M - $11.3M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.28KClosed |
$354K - $379K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-1.2MClosed |
$45.9M - $49.2M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
240+ 155.84% |
$8.45K - $9.07K
|
394
$22.7K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-39.3KClosed |
$1.38M - $1.48M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.93KNew |
$92.4K - $105K
|
2.93K
$169K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15.8KClosed |
$386K - $503K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-18.7KClosed |
$412K - $614K
|
0
$0
|
|