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 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.17K+ 16.33% |
$58.4K - $62.7K
|
8.36K
$498K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.12K+ 22.73% |
$55.7K - $59.7K
|
6.04K
$360K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.08K+ 4.06% |
$53.5K - $57.4K
|
27.5K
$1.64M
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.04K+ 0.82% |
$51.7K - $55.5K
|
128K
$7.61M
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
969+ 2.0% |
$48.2K - $51.8K
|
49.5K
$2.95M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
921New |
$45.8K - $49.2K
|
921
$54.9K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
854+ 7.6% |
$42.5K - $45.6K
|
12.1K
$720K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
818New |
$40.7K - $43.7K
|
818
$48.7K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
768+ 18.63% |
$38.2K - $41K
|
4.89K
$291K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
675New |
$33.6K - $36.1K
|
675
$40.2K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
654+ 2.53% |
$32.6K - $34.9K
|
26.6K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
651New |
$32.4K - $34.8K
|
651
$38.8K
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
649+ 5.14% |
$32.3K - $34.7K
|
13.3K
$790K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
636New |
$31.7K - $34K
|
636
$37.9K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
618+ 0.65% |
$30.8K - $33K
|
96K
$5.72M
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
514+ 0.3% |
$25.6K - $27.5K
|
170K
$10.1M
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
487+ 2.14% |
$24.2K - $26K
|
23.2K
$1.38M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
468+ 1.13% |
$23.3K - $25K
|
42K
$2.5M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
440+ 1.7% |
$21.9K - $23.5K
|
26.3K
$1.57M
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
392+ 2.6% |
$19.5K - $20.9K
|
15.5K
$923K
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
359New |
$17.9K - $19.2K
|
359
$21.4K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
347New |
$17.3K - $18.5K
|
347
$20.7K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
335New |
$16.7K - $17.9K
|
335
$20K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
323New |
$16.1K - $17.3K
|
323
$19.2K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
314New |
$15.6K - $16.8K
|
314
$18.7K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
300New |
$14.9K - $16K
|
300
$17.9K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
273+ 2.66% |
$13.6K - $14.6K
|
10.5K
$628K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
271New |
$13.5K - $14.5K
|
271
$16.1K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
245New |
$12.2K - $13.1K
|
245
$14.6K
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
211+ 0.35% |
$10.5K - $11.3K
|
59.8K
$3.56M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
144+ 0.16% |
$7.17K - $7.7K
|
91.1K
$5.43M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
136+ 2.59% |
$6.77K - $7.27K
|
5.39K
$321K
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
130+ 2.57% |
$6.47K - $6.95K
|
5.18K
$309K
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
115+ 2.2% |
$5.72K - $6.15K
|
5.34K
$318K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
111+ 0.24% |
$5.53K - $5.93K
|
45.9K
$2.73M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
92+ 2.02% |
$4.58K - $4.92K
|
4.66K
$277K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
86+ 82.69% |
$4.28K - $4.6K
|
190
$11.3K
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
77+ 0.4% |
$3.83K - $4.11K
|
19.2K
$1.14M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
72New |
$3.58K - $3.85K
|
72
$4.29K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51+ 32.28% |
$2.54K - $2.73K
|
209
$12.5K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.29% |
$249 - $267
|
1.71K
$102K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.01% |
$99.6 - $107
|
17.9K
$1.06M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.04% |
$49.8 - $53.4
|
2.63K
$157K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-8- 2.9% |
$398 - $428
|
268
$16K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10- 0.05% |
$498 - $534
|
21.1K
$1.26M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 17.86% |
$996 - $1.07K
|
92
$5.48K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27- 0.32% |
$1.34K - $1.44K
|
8.41K
$501K
|