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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.7KNew |
$220K - $237K
|
5.7K
$328K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.5KNew |
$212K - $229K
|
5.5K
$317K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
5.28KNew |
$204K - $220K
|
5.28K
$304K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.24K+ 65.46% |
$202K - $218K
|
13.3K
$763K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.1KNew |
$197K - $212K
|
5.1K
$294K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.06KNew |
$195K - $211K
|
5.06K
$291K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5KNew |
$193K - $208K
|
5K
$288K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.59K+ 42.48% |
$177K - $191K
|
15.4K
$886K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.59K+ 42.48% |
$177K - $191K
|
15.4K
$886K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4.15K+ 69.49% |
$160K - $173K
|
10.1K
$583K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.71K+ 54.76% |
$143K - $154K
|
10.5K
$604K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.52K+ 10.57% |
$136K - $146K
|
36.8K
$2.12M
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.2K+ 9.96% |
$123K - $133K
|
35.3K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.62K+ 3.62% |
$101K - $109K
|
75K
$4.31M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.45K+ 8.91% |
$94.5K - $102K
|
29.9K
$1.72M
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.02K+ 1.12% |
$77.8K - $83.9K
|
181K
$10.4M
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.98K+ 17.44% |
$76.6K - $82.6K
|
13.4K
$769K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.73K+ 25.7% |
$66.9K - $72.1K
|
8.48K
$488K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.54KNew |
$59.3K - $63.9K
|
1.54K
$88.4K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.03K+ 11.77% |
$39.8K - $42.9K
|
9.78K
$563K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
937+ 12.21% |
$36.2K - $39K
|
8.61K
$495K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
880+ 3.94% |
$34K - $36.6K
|
23.2K
$1.34M
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
750+ 8.47% |
$29K - $31.2K
|
9.6K
$553K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
604+ 5.42% |
$23.3K - $25.1K
|
11.7K
$676K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
494New |
$19.1K - $20.6K
|
494
$28.4K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
401+ 11.6% |
$15.5K - $16.7K
|
3.86K
$222K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
387+ 1.89% |
$14.9K - $16.1K
|
20.8K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
386New |
$14.9K - $16.1K
|
386
$22.2K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
369+ 1.06% |
$14.2K - $15.4K
|
35.2K
$2.03M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
359New |
$13.9K - $14.9K
|
359
$20.7K
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
295+ 0.35% |
$11.4K - $12.3K
|
85.1K
$4.9M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
161New |
$6.21K - $6.7K
|
161
$9.27K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$3.86K - $4.16K
|
100
$5.76K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 7.37% |
$3.28K - $3.54K
|
1.24K
$71.3K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
78+ 0.92% |
$3.01K - $3.25K
|
8.57K
$493K
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
61+ 4.41% |
$2.35K - $2.54K
|
1.44K
$83.1K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
58New |
$2.24K - $2.41K
|
58
$3.34K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
58New |
$2.24K - $2.41K
|
58
$3.34K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
53New |
$2.05K - $2.21K
|
53
$3.05K
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
19+ 0.35% |
$733 - $791
|
5.5K
$316K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
15+ 0.22% |
$579 - $624
|
6.79K
$391K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-31Closed |
$1.2K - $1.29K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-72- 0.03% |
$2.78K - $3K
|
236K
$13.6M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-145- 1.64% |
$5.6K - $6.04K
|
8.7K
$500K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-152- 5.01% |
$5.87K - $6.33K
|
2.88K
$166K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 3.32% |
$7.72K - $8.33K
|
5.82K
$335K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-273- 1.43% |
$10.5K - $11.4K
|
18.8K
$1.08M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-569- 5.27% |
$22K - $23.7K
|
10.2K
$589K
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-657- 4.87% |
$25.4K - $27.4K
|
12.8K
$739K
|