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 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-664- 10.34% |
$25.6K - $27.6K
|
5.76K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-696- 6.34% |
$26.9K - $29K
|
10.3K
$592K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-838- 2.22% |
$32.3K - $34.9K
|
36.9K
$2.12M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-967- 1.81% |
$37.3K - $40.3K
|
52.5K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 3.71% |
$45.6K - $49.2K
|
30.7K
$1.77M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.23K- 55.79% |
$47.6K - $51.4K
|
978
$56.3K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 0.47% |
$48.9K - $52.8K
|
270K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 66.7% |
$51K - $55K
|
660
$38K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.42K- 4.56% |
$54.8K - $59.1K
|
29.7K
$1.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.62K- 3.04% |
$62.6K - $67.6K
|
51.8K
$2.98M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.82K- 59.43% |
$70.1K - $75.6K
|
1.24K
$71.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.98K- 3.95% |
$76.3K - $82.3K
|
48K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.76K- 2.41% |
$106K - $115K
|
112K
$6.42M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.87K- 88.99% |
$111K - $119K
|
355
$20.4K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.03K- 3.8% |
$117K - $126K
|
76.5K
$4.4M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.19K- 50.63% |
$200K - $216K
|
5.06K
$291K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.39K- 91.6% |
$208K - $224K
|
494
$28.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.44K- 7.33% |
$248K - $268K
|
81.3K
$4.68M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.72K- 56.25% |
$259K - $280K
|
5.22K
$301K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.31K- 2.58% |
$321K - $346K
|
314K
$18.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-9.95K- 33.53% |
$384K - $414K
|
19.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11.1K- 2.3% |
$430K - $464K
|
474K
$27.3M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.3K- 17.13% |
$435K - $469K
|
54.6K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.3K- 24.13% |
$1.17M - $1.26M
|
95.3K
$5.48M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-48.1K- 97.57% |
$1.86M - $2M
|
1.2K
$68.8K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-49.7K- 8.32% |
$1.92M - $2.07M
|
548K
$31.6M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-249K- 41.22% |
$9.63M - $10.4M
|
356K
$20.5M
|