Purchases and Sales Made in Q1 2023 in J P Morgan ETF Tr U S Quality (JQUA)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Quality (JQUA) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S QUALITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.95M+ 45.95% |
$75.5M - $81.4M
|
6.21M
$357M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.91M+ 52.0% |
$73.8M - $79.6M
|
5.59M
$322M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
523K+ 214.5% |
$20.2M - $21.8M
|
768K
$44.2M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
416K+ 571.19% |
$16.1M - $17.3M
|
489K
$28.2M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
389K+ 162.87% |
$15M - $16.2M
|
628K
$36.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
297K+ 1517.9% |
$11.5M - $12.4M
|
316K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
287K+ 1118.7% |
$11.1M - $12M
|
313K
$18M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
278K+ 161.8% |
$10.7M - $11.6M
|
450K
$25.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
226K+ 23.36% |
$8.74M - $9.42M
|
1.2M
$68.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
164KNew |
$6.34M - $6.84M
|
164K
$9.46M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122K+ 13.57% |
$4.71M - $5.07M
|
1.02M
$58.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117K+ 382.18% |
$4.5M - $4.86M
|
147K
$8.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
113KNew |
$4.37M - $4.72M
|
113K
$6.52M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
97.2KNew |
$3.75M - $4.05M
|
97.2K
$5.59M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
92.3KNew |
$3.56M - $3.84M
|
92.3K
$5.31M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
79.7K+ 18.08% |
$3.08M - $3.32M
|
520K
$29.9M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
77.8KNew |
$3M - $3.24M
|
77.8K
$4.48M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
77.8K+ 45.13% |
$3M - $3.24M
|
250K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.5K+ 240.07% |
$2.99M - $3.23M
|
110K
$6.32M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
75.2K+ 10.69% |
$2.9M - $3.13M
|
779K
$44.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
62.5K+ 11.32% |
$2.41M - $2.6M
|
614K
$35.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.6K+ 468.27% |
$1.99M - $2.15M
|
62.6K
$3.6M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
49.3K+ 92939.62% |
$1.9M - $2.05M
|
49.3K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.2K+ 41.49% |
$1.9M - $2.05M
|
168K
$9.67M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.5K+ 117.22% |
$1.83M - $1.98M
|
87.9K
$5.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
46.4K+ 122.42% |
$1.79M - $1.93M
|
84.4K
$4.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.8K+ 54.71% |
$1.65M - $1.78M
|
121K
$6.96M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35K+ 269.5% |
$1.35M - $1.46M
|
48K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
30.7K+ 3.54% |
$1.18M - $1.28M
|
898K
$51.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
28.7KNew |
$1.11M - $1.19M
|
28.7K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
28.5KNew |
$1.1M - $1.19M
|
28.5K
$1.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28.4KNew |
$1.1M - $1.18M
|
28.4K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
28.3K+ 62.57% |
$1.09M - $1.18M
|
73.6K
$4.24M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.2KNew |
$895K - $965K
|
23.2K
$1.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22.9K+ 25.74% |
$886K - $955K
|
112K
$6.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.9K+ 126.47% |
$844K - $910K
|
39.1K
$2.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21KNew |
$811K - $874K
|
21K
$1.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
20.9KNew |
$808K - $872K
|
20.9K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$763K - $823K
|
19.8K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
15.3KNew |
$591K - $638K
|
15.3K
$882K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5K+ 60.87% |
$559K - $603K
|
38.3K
$2.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
14.4K+ 15.16% |
$555K - $599K
|
109K
$6.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.8KNew |
$531K - $572K
|
13.8K
$791K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12.6KNew |
$486K - $524K
|
12.6K
$724K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5K+ 31.2% |
$482K - $520K
|
52.5K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.1KNew |
$467K - $504K
|
12.1K
$696K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 68.14% |
$420K - $453K
|
26.9K
$1.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10.4KNew |
$402K - $433K
|
10.4K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.6K+ 33.59% |
$293K - $316K
|
30.2K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.76KNew |
$222K - $240K
|
5.76K
$331K
|