Latest Institutional Purchases of J P Morgan ETF Tr U S Quality (JQUA)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Quality (JQUA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.1M+ 21.57% |
$61.7M - $66.5M
|
6.22M
$376M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05MNew |
$58.6M - $63.2M
|
1.05M
$63.4M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
648KNew |
$36.2M - $39M
|
648K
$39.2M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
613K+ 34.22% |
$34.2M - $36.9M
|
2.4M
$145M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
495K+ 57.45% |
$27.6M - $29.8M
|
1.36M
$81.9M
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
313KNew |
$17.5M - $18.9M
|
313K
$18.9M
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
299KNew |
$16.7M - $18M
|
299K
$18.1M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
202K+ 18.46% |
$11.3M - $12.2M
|
1.3M
$78.4M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
195KNew |
$10.9M - $11.8M
|
195K
$11.8M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
187K+ 5.29% |
$10.5M - $11.3M
|
3.73M
$225M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
171K+ 70.23% |
$9.58M - $10.3M
|
416K
$25.1M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
163KNew |
$9.13M - $9.84M
|
163K
$9.87M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
158K+ 13.95% |
$8.83M - $9.52M
|
1.29M
$78M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
139K+ 94.92% |
$7.79M - $8.39M
|
286K
$17.3M
|
|
Feb 12, 2025
Q4 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
131KNew |
$7.33M - $7.9M
|
131K
$7.92M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 12.01% |
$6.76M - $7.29M
|
1.13M
$68.2M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
109KNew |
$6.06M - $6.53M
|
109K
$6.55M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108K+ 8.82% |
$6.02M - $6.49M
|
1.33M
$80.4M
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
104K+ 21.25% |
$5.8M - $6.25M
|
593K
$35.8M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
95.8K+ 1052.22% |
$5.35M - $5.77M
|
105K
$6.34M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.1K+ 4.57% |
$5.09M - $5.49M
|
2.08M
$126M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
87.2KNew |
$4.87M - $5.25M
|
87.2K
$5.27M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
86.4KNew |
$4.82M - $5.2M
|
86.4K
$5.22M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.3K+ 149.46% |
$4.6M - $4.96M
|
137K
$8.3M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
65KNew |
$3.63M - $3.91M
|
65K
$3.93M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
62.5K+ 23.16% |
$3.49M - $3.77M
|
333K
$20.1M
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
61.2KNew |
$3.42M - $3.69M
|
61.2K
$3.7M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60.9KNew |
$3.4M - $3.67M
|
60.9K
$3.68M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
54.6K+ 30.64% |
$3.05M - $3.29M
|
233K
$14.1M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50.1KNew |
$2.8M - $3.01M
|
50.1K
$3.02M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.6K+ 13.67% |
$2.71M - $2.93M
|
404K
$24.4M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47.8KNew |
$2.67M - $2.88M
|
47.8K
$2.89M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.7K+ 1.7% |
$2.5M - $2.69M
|
2.68M
$162M
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
40.7KNew |
$2.27M - $2.45M
|
40.7K
$2.46M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.2K+ 9.18% |
$2.24M - $2.42M
|
478K
$28.8M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37.1K+ 55.04% |
$2.07M - $2.23M
|
105K
$6.31M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34K+ 5.18% |
$1.9M - $2.05M
|
691K
$41.8M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 98.47% |
$1.82M - $1.96M
|
65.7K
$3.97M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.3KNew |
$1.69M - $1.82M
|
30.3K
$1.83M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.5K+ 44.86% |
$1.59M - $1.72M
|
92.1K
$5.56M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
23.5K+ 11.78% |
$1.31M - $1.42M
|
223K
$13.5M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
23.5K+ 7.72% |
$1.31M - $1.42M
|
328K
$19.8M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.1K+ 14.2% |
$1.18M - $1.27M
|
170K
$10.3M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21K+ 7.96% |
$1.17M - $1.27M
|
285K
$17.2M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
20.4KNew |
$1.14M - $1.23M
|
20.4K
$1.23M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20K+ 5.8% |
$1.12M - $1.2M
|
364K
$22M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
19.4KNew |
$1.08M - $1.17M
|
19.4K
$1.17M
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
18.6KNew |
$1.04M - $1.12M
|
18.6K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
18KNew |
$1.01M - $1.08M
|
18K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
17.2K+ 336.47% |
$959K - $1.03M
|
22.3K
$1.35M
|