Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
16.5K+ 18.5% |
$822K - $882K
|
106K
$6.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.4K+ 16.61% |
$816K - $876K
|
115K
$6.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2K+ 11.33% |
$809K - $868K
|
160K
$9.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
15.5K+ 2.64% |
$772K - $829K
|
604K
$36M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.2K+ 1.72% |
$759K - $815K
|
903K
$53.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.7K+ 21.73% |
$732K - $786K
|
82.4K
$4.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 3.57% |
$714K - $766K
|
416K
$24.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
13.7K+ 152.65% |
$681K - $731K
|
22.7K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 6.84% |
$657K - $705K
|
206K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.8K+ 9873.08% |
$639K - $686K
|
13K
$772K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.3KNew |
$613K - $658K
|
12.3K
$734K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.3K+ 70.94% |
$613K - $658K
|
29.7K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.9K+ 6.75% |
$593K - $636K
|
188K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
11.6K+ 23.51% |
$578K - $620K
|
61K
$3.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
11.5KNew |
$573K - $615K
|
11.5K
$686K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.3K+ 11.66% |
$562K - $603K
|
108K
$6.44M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11K+ 47.11% |
$546K - $586K
|
34.3K
$2.04M
|
|
|
Aug 16, 2024
Q2 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
10.9KNew |
$544K - $584K
|
10.9K
$651K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.8K+ 7.03% |
$537K - $577K
|
164K
$9.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10.2KNew |
$509K - $546K
|
10.2K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.95K+ 56.52% |
$495K - $532K
|
27.6K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9.84K+ 3.62% |
$490K - $526K
|
282K
$16.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.62K+ 114.28% |
$479K - $514K
|
18K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.46K+ 5768.9% |
$471K - $506K
|
9.63K
$573K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.45K+ 2.84% |
$471K - $505K
|
342K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.3K+ 11.48% |
$463K - $497K
|
90.3K
$5.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.23K+ 18.99% |
$459K - $493K
|
57.8K
$3.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
9.1K+ 9.07% |
$453K - $486K
|
110K
$6.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.92K+ 37.82% |
$444K - $477K
|
32.5K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.64KNew |
$430K - $462K
|
8.64K
$514K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
8.6K+ 68.75% |
$428K - $460K
|
21.1K
$1.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.58K+ 86.74% |
$427K - $458K
|
18.5K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
8.46KNew |
$421K - $452K
|
8.46K
$504K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.35K+ 3.33% |
$415K - $446K
|
259K
$15.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7.86KNew |
$391K - $420K
|
7.86K
$468K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.83KNew |
$390K - $418K
|
7.83K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.65K+ 19.86% |
$381K - $409K
|
46.2K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7.54KNew |
$375K - $403K
|
7.54K
$449K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
7.43K+ 16.08% |
$370K - $397K
|
53.7K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.39KNew |
$368K - $395K
|
7.39K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.33K+ 2.82% |
$365K - $392K
|
268K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.06K+ 13.19% |
$351K - $377K
|
60.6K
$3.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.75K+ 18.77% |
$336K - $360K
|
42.7K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
6.69K+ 1.11% |
$333K - $358K
|
611K
$36.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.65K+ 26.74% |
$331K - $355K
|
31.5K
$1.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
6.54KNew |
$326K - $349K
|
6.54K
$390K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.54K+ 3.68% |
$325K - $349K
|
184K
$11M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.53K+ 40.91% |
$325K - $349K
|
22.5K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.49KNew |
$323K - $347K
|
6.49K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.24KNew |
$311K - $334K
|
6.24K
$372K
|