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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.1K+ 424.9% |
$85.4K - $92.9K
|
2.59K
$152K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.1K+ 424.9% |
$85.4K - $92.9K
|
2.59K
$152K
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.93K+ 1.71% |
$78.6K - $85.5K
|
115K
$6.75M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.82K+ 146.49% |
$73.9K - $80.4K
|
3.05K
$179K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.82K+ 146.49% |
$73.9K - $80.4K
|
3.05K
$179K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.76K+ 31.9% |
$71.4K - $77.7K
|
7.26K
$425K
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 14.33% |
$59.7K - $65K
|
11.7K
$686K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.35K+ 8.8% |
$54.9K - $59.7K
|
16.7K
$976K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.3K+ 4.36% |
$53K - $57.7K
|
31.2K
$1.83M
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.06K+ 18.43% |
$43.2K - $47K
|
6.82K
$399K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
825+ 0.17% |
$33.6K - $36.5K
|
475K
$27.8M
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
602+ 6.27% |
$24.5K - $26.7K
|
10.2K
$598K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
553New |
$22.5K - $24.5K
|
553
$32.4K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
483+ 8.47% |
$19.7K - $21.4K
|
6.19K
$362K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
481+ 0.15% |
$19.6K - $21.3K
|
317K
$18.6M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
460+ 1.3% |
$18.7K - $20.4K
|
35.7K
$2.09M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
451+ 2.16% |
$18.4K - $20K
|
21.3K
$1.25M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
401New |
$16.3K - $17.8K
|
401
$23.5K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
395+ 102.33% |
$16.1K - $17.5K
|
781
$45.7K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
383New |
$15.6K - $17K
|
383
$22.4K
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
360+ 1.19% |
$14.7K - $15.9K
|
30.6K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
326+ 1.74% |
$13.3K - $14.4K
|
19.1K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
242New |
$9.85K - $10.7K
|
242
$14.2K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
183New |
$7.45K - $8.1K
|
183
$10.7K
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
180+ 1.4% |
$7.33K - $7.97K
|
13K
$762K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
178+ 0.77% |
$7.24K - $7.88K
|
23.4K
$1.37M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
155+ 0.32% |
$6.31K - $6.86K
|
48.2K
$2.82M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
129+ 2.55% |
$5.25K - $5.71K
|
5.19K
$304K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
80New |
$3.26K - $3.54K
|
80
$4.69K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
65New |
$2.65K - $2.88K
|
65
$3.81K
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
57+ 0.67% |
$2.32K - $2.52K
|
8.63K
$505K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
28+ 0.29% |
$1.14K - $1.24K
|
9.81K
$574K
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
26+ 1.8% |
$1.06K - $1.15K
|
1.47K
$86.1K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.18% |
$285 - $310
|
3.87K
$226K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 19, 2025
Q2 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-6- 0.02% |
$244 - $266
|
24.4K
$1.43M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-62- 1.22% |
$2.52K - $2.75K
|
5.04K
$295K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 1.72% |
$4.07K - $4.43K
|
5.72K
$335K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-254- 2.1% |
$10.3K - $11.2K
|
11.8K
$694K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-276- 0.53% |
$11.2K - $12.2K
|
51.6K
$3.02M
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-287- 4.99% |
$11.7K - $12.7K
|
5.47K
$320K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-376- 3.66% |
$15.3K - $16.6K
|
9.91K
$580K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-392- 2.93% |
$16K - $17.4K
|
13K
$760K
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-428- 0.17% |
$17.4K - $19K
|
250K
$14.6M
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-483- 1.68% |
$19.7K - $21.4K
|
28.2K
$1.65M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-526- 1.49% |
$21.4K - $23.3K
|
34.7K
$2.03M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.05K- 2.75% |
$42.9K - $46.6K
|
37.2K
$2.18M
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.42% |
$43.6K - $47.4K
|
18.7K
$1.09M
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.09K- 10.47% |
$44.4K - $48.3K
|
9.32K
$546K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.48K- 12.61% |
$60.3K - $65.6K
|
10.3K
$601K
|