Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.5K+ 13.28% |
$796K - $865K
|
167K
$9.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.8KNew |
$765K - $832K
|
18.8K
$1.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.2K+ 31.57% |
$701K - $763K
|
71.8K
$4.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16KNew |
$651K - $708K
|
16K
$951K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
15.7K+ 155.6% |
$641K - $697K
|
25.9K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.7K+ 1.89% |
$598K - $650K
|
794K
$47.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.7K+ 99.28% |
$556K - $604K
|
27.4K
$1.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
13.2K+ 11.76% |
$536K - $584K
|
125K
$7.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
13KNew |
$528K - $574K
|
13K
$771K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 141.1% |
$494K - $538K
|
20.8K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.8KNew |
$480K - $522K
|
11.8K
$701K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11.7K+ 93.13% |
$477K - $519K
|
24.3K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3KNew |
$460K - $500K
|
11.3K
$671K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$446K - $486K
|
11K
$652K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.6KNew |
$391K - $425K
|
9.6K
$570K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
9.48K+ 8.68% |
$386K - $420K
|
119K
$7.05M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.34KNew |
$380K - $414K
|
9.34K
$555K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.23K+ 17.57% |
$376K - $409K
|
61.8K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.15K+ 8.34% |
$373K - $405K
|
119K
$7.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.06KNew |
$369K - $401K
|
9.06K
$539K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.84K+ 42.09% |
$360K - $391K
|
29.8K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.3K+ 2313.09% |
$338K - $368K
|
8.66K
$515K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.24KNew |
$335K - $365K
|
8.24K
$490K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.17KNew |
$332K - $362K
|
8.17K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.7KNew |
$313K - $341K
|
7.7K
$458K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
7.56KNew |
$307K - $335K
|
7.56K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.96KNew |
$283K - $308K
|
6.96K
$414K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.5KNew |
$265K - $288K
|
6.5K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.5KNew |
$265K - $288K
|
6.5K
$386K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6KNew |
$244K - $266K
|
6K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.85KNew |
$238K - $259K
|
5.85K
$347K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.81K+ 794.39% |
$236K - $257K
|
6.54K
$388K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
5.78KNew |
$235K - $256K
|
5.78K
$343K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.45KNew |
$222K - $241K
|
5.45K
$324K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
5.24KNew |
$213K - $232K
|
5.24K
$311K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.19K+ 18.25% |
$211K - $230K
|
33.6K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.1KNew |
$208K - $226K
|
5.1K
$303K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.06K+ 97.51% |
$206K - $224K
|
10.3K
$609K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.03KNew |
$205K - $223K
|
5.03K
$299K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.96KNew |
$202K - $220K
|
4.96K
$295K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.61K+ 87.43% |
$188K - $204K
|
9.89K
$588K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.57KNew |
$186K - $202K
|
4.57K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.84K+ 36.62% |
$156K - $170K
|
14.3K
$851K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.25K+ 24.53% |
$132K - $144K
|
16.5K
$981K
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.22K+ 1.78% |
$131K - $143K
|
185K
$11M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.19K+ 8.65% |
$130K - $141K
|
40.1K
$2.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.07K+ 7.85% |
$125K - $136K
|
42.2K
$2.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.92K+ 3.96% |
$119K - $129K
|
76.6K
$4.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.46K+ 692.68% |
$100K - $109K
|
2.81K
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.35KNew |
$95.8K - $104K
|
2.35K
$140K
|