Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.52M+ 148.83% |
$118M - $133M
|
4.21M
$242M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
955KNew |
$44.9M - $50.5M
|
955K
$55M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
770K+ 42.31% |
$36.3M - $40.7M
|
2.59M
$149M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
642KNew |
$30.2M - $33.9M
|
642K
$36.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
490KNew |
$23.1M - $25.9M
|
490K
$28.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
402KNew |
$18.9M - $21.3M
|
402K
$23.1M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
355K+ 127.34% |
$16.7M - $18.8M
|
634K
$36.5M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
307K+ 404.86% |
$14.4M - $16.2M
|
383K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
298K+ 384.82% |
$14M - $15.8M
|
376K
$21.6M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
272KNew |
$12.8M - $14.4M
|
272K
$15.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
254K+ 108.3% |
$11.9M - $13.4M
|
488K
$28.1M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
253K+ 12.62% |
$11.9M - $13.4M
|
2.26M
$130M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
250KNew |
$11.8M - $13.2M
|
250K
$14.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
230KNew |
$10.8M - $12.2M
|
230K
$13.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
196K+ 86.5% |
$9.21M - $10.3M
|
422K
$24.3M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
195KNew |
$9.16M - $10.3M
|
195K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183K+ 1908.9% |
$8.62M - $9.69M
|
193K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
176KNew |
$8.3M - $9.32M
|
176K
$10.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 8.19% |
$7.55M - $8.48M
|
2.12M
$122M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 8.19% |
$7.55M - $8.48M
|
2.12M
$122M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
159K+ 18.9% |
$7.47M - $8.39M
|
998K
$57.5M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
153KNew |
$7.22M - $8.11M
|
153K
$8.83M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
147K+ 799.67% |
$6.9M - $7.76M
|
165K
$9.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
146K+ 5.68% |
$6.88M - $7.73M
|
2.72M
$157M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
143K+ 140.14% |
$6.74M - $7.57M
|
245K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 19.08% |
$6.7M - $7.53M
|
888K
$51.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
133K+ 54.15% |
$6.28M - $7.06M
|
380K
$21.9M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123K+ 2.33% |
$5.78M - $6.5M
|
5.39M
$310M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
121K+ 21.85% |
$5.68M - $6.38M
|
673K
$38.8M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
114K+ 5.67% |
$5.36M - $6.02M
|
2.12M
$122M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112K+ 19.02% |
$5.28M - $5.93M
|
702K
$40.4M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
109K+ 4.71% |
$5.11M - $5.74M
|
2.41M
$139M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
108KNew |
$5.07M - $5.69M
|
108K
$6.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
104KNew |
$4.89M - $5.49M
|
104K
$5.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
100KNew |
$4.73M - $5.31M
|
100K
$5.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
90.3KNew |
$4.25M - $4.77M
|
90.3K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
86.5KNew |
$4.07M - $4.57M
|
86.5K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84.8K+ 30.09% |
$3.99M - $4.48M
|
366K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84K+ 509.98% |
$3.95M - $4.44M
|
100K
$5.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
83K+ 1189.7% |
$3.91M - $4.39M
|
90K
$5.18M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.7K+ 4.01% |
$3.85M - $4.32M
|
2.12M
$122M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
79.3K+ 39.36% |
$3.73M - $4.19M
|
281K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
75.2KNew |
$3.54M - $3.97M
|
75.2K
$4.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.7K+ 9.14% |
$3.38M - $3.79M
|
856K
$49.3M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
71.4KNew |
$3.36M - $3.78M
|
71.4K
$4.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
69.5KNew |
$3.27M - $3.67M
|
69.5K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.2K+ 90.78% |
$3.21M - $3.61M
|
143K
$8.25M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
66.1KNew |
$3.11M - $3.49M
|
66.1K
$3.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61.7K+ 19.09% |
$2.91M - $3.26M
|
385K
$22.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
61.3K+ 4.14% |
$2.88M - $3.24M
|
1.54M
$88.8M
|