Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-438- 1.13% |
$24.3K - $26.6K
|
38.3K
$2.3M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-623- 1.27% |
$34.5K - $37.8K
|
48.6K
$2.92M
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-634- 7.97% |
$35.1K - $38.5K
|
7.32K
$441K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-639- 6.72% |
$35.4K - $38.8K
|
8.88K
$534K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-745- 9.24% |
$41.3K - $45.3K
|
7.32K
$441K
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-754- 1.96% |
$41.8K - $45.8K
|
37.8K
$2.28M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-766- 1.23% |
$42.4K - $46.5K
|
61.5K
$3.7M
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-819- 0.53% |
$45.4K - $49.7K
|
154K
$9.28M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-842- 1.61% |
$46.7K - $51.1K
|
51.6K
$3.1M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-870- 0.52% |
$48.2K - $52.8K
|
167K
$10.1M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-876- 12.63% |
$48.5K - $53.2K
|
6.06K
$365K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.01K- 3.34% |
$56.1K - $61.5K
|
29.3K
$1.76M
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.04K- 5.11% |
$57.7K - $63.2K
|
19.3K
$1.16M
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.04K- 2.32% |
$57.8K - $63.4K
|
43.9K
$2.64M
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.2K- 12.69% |
$66.3K - $72.6K
|
8.23K
$495K
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.2K- 10.71% |
$66.5K - $72.9K
|
10K
$603K
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.28K- 15.52% |
$70.8K - $77.6K
|
6.96K
$419K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.42K- 17.71% |
$78.7K - $86.3K
|
6.6K
$397K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.47K- 5.13% |
$81.5K - $89.3K
|
27.2K
$1.64M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.82K- 0.29% |
$101K - $111K
|
631K
$38M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.9K- 3.8% |
$105K - $116K
|
48.1K
$2.89M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.02K- 2.81% |
$112K - $123K
|
69.8K
$4.2M
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.08K- 50.34% |
$115K - $126K
|
2.05K
$123K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.11K- 5.03% |
$117K - $128K
|
39.8K
$2.4M
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.15K- 14.92% |
$119K - $131K
|
12.3K
$739K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.2K- 36.2% |
$122K - $134K
|
3.88K
$234K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.42K- 1.04% |
$134K - $147K
|
230K
$13.9M
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.44K- 3.41% |
$135K - $148K
|
69.2K
$4.16M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.45K- 8.73% |
$136K - $149K
|
25.6K
$1.54M
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.61K- 6.45% |
$145K - $159K
|
37.9K
$2.28M
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.7K- 6.63% |
$149K - $164K
|
38K
$2.29M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.03K- 3.42% |
$168K - $184K
|
85.7K
$5.16M
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.15K- 7.86% |
$174K - $191K
|
36.9K
$2.22M
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.74K- 1.95% |
$207K - $227K
|
188K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.79K- 11.0% |
$210K - $230K
|
30.7K
$1.85M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.01K- 29.51% |
$222K - $244K
|
9.58K
$577K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.05K- 48.38% |
$224K - $246K
|
4.32K
$260K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.07K- 0.86% |
$226K - $247K
|
471K
$28.4M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-4.37K- 4.14% |
$242K - $265K
|
101K
$6.09M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.87K- 6.03% |
$270K - $296K
|
75.9K
$4.57M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.93K- 2.24% |
$273K - $299K
|
215K
$13M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.36K- 19.34% |
$297K - $325K
|
22.3K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.42K- 18.03% |
$356K - $390K
|
29.2K
$1.76M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.66K- 25.12% |
$369K - $404K
|
19.8K
$1.19M
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-7.12K- 8.72% |
$394K - $432K
|
74.5K
$4.48M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.98K- 8.59% |
$498K - $546K
|
95.6K
$5.75M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.2K- 9.89% |
$565K - $620K
|
92.9K
$5.59M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.4K- 28.72% |
$797K - $873K
|
35.7K
$2.15M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15.3K- 0.28% |
$848K - $930K
|
5.38M
$324M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.5K- 71.58% |
$860K - $943K
|
6.16K
$371K
|