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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.8K+ 33.51% |
$84.8K - $95.3K
|
7.18K
$413K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 267.87% |
$84K - $94.3K
|
2.45K
$141K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.7KNew |
$80.2K - $90.1K
|
1.7K
$98.1K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.66K+ 11.3% |
$77.9K - $87.6K
|
16.3K
$939K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.63KNew |
$76.9K - $86.4K
|
1.63K
$94.1K
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.62K+ 14.68% |
$76K - $85.4K
|
12.6K
$726K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.46K+ 3.72% |
$68.8K - $77.3K
|
40.7K
$2.34M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.36K+ 107.08% |
$64.1K - $72K
|
2.63K
$152K
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.28K+ 5.95% |
$60.1K - $67.6K
|
22.7K
$1.31M
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1K+ 8.69% |
$47.1K - $52.9K
|
12.5K
$720K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
991+ 42.72% |
$46.6K - $52.4K
|
3.31K
$191K
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
869+ 6.71% |
$40.9K - $45.9K
|
13.8K
$796K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
646+ 1.92% |
$30.4K - $34.2K
|
34.3K
$1.97M
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
645+ 6.35% |
$30.4K - $34.1K
|
10.8K
$622K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
594+ 58.7% |
$28K - $31.4K
|
1.61K
$92.4K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575+ 12.29% |
$27.1K - $30.4K
|
5.25K
$302K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
574+ 1.77% |
$27K - $30.3K
|
33K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
507New |
$23.9K - $26.8K
|
507
$29.2K
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
446+ 9.68% |
$21K - $23.6K
|
5.05K
$291K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
388+ 0.59% |
$18.3K - $20.5K
|
66.1K
$3.81M
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
380+ 2.95% |
$17.9K - $20.1K
|
13.3K
$764K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
334New |
$15.7K - $17.7K
|
334
$19.2K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
320+ 145.45% |
$15.1K - $16.9K
|
540
$31.1K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
276New |
$13K - $14.6K
|
276
$15.9K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
230+ 2.29% |
$10.8K - $12.2K
|
10.3K
$591K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
222New |
$10.4K - $11.7K
|
222
$12.8K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
189New |
$8.89K - $9.99K
|
189
$10.9K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
181+ 0.44% |
$8.52K - $9.57K
|
41.5K
$2.39M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
164New |
$7.72K - $8.67K
|
164
$9.44K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
163New |
$7.67K - $8.62K
|
163
$9.38K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$6.87K - $7.72K
|
146
$8.4K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
145New |
$6.82K - $7.67K
|
145
$8.35K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
130New |
$6.12K - $6.87K
|
130
$7.48K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
128+ 2.91% |
$6.02K - $6.77K
|
4.52K
$260K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
101+ 2.26% |
$4.75K - $5.34K
|
4.56K
$263K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
95New |
$4.47K - $5.02K
|
95
$5.47K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
93+ 0.81% |
$4.38K - $4.92K
|
11.5K
$665K
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
88+ 0.02% |
$4.14K - $4.65K
|
484K
$27.9M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 2.42% |
$2.35K - $2.64K
|
2.12K
$122K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
50+ 0.59% |
$2.35K - $2.64K
|
8.58K
$494K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.15% |
$282 - $317
|
4.12K
$237K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-24- 18.75% |
$1.13K - $1.27K
|
104
$5.99K
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-41- 0.78% |
$1.93K - $2.17K
|
5.23K
$301K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-47- 1.06% |
$2.21K - $2.48K
|
4.39K
$252K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-71Closed |
$3.34K - $3.75K
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-79- 1.33% |
$3.72K - $4.18K
|
5.86K
$337K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-102- 0.82% |
$4.8K - $5.39K
|
12.4K
$712K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-111- 0.43% |
$5.22K - $5.87K
|
25.4K
$1.46M
|