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 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-19.7K- 8.78% |
$981K - $1.05M
|
205K
$12.2M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-21.3K- 2.91% |
$1.06M - $1.14M
|
710K
$42.3M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.5K- 82.4% |
$1.22M - $1.31M
|
5.23K
$311K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25K- 3.67% |
$1.25M - $1.34M
|
657K
$39.2M
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-25.6K- 5.18% |
$1.27M - $1.37M
|
468K
$27.9M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-26.5K- 5.0% |
$1.32M - $1.41M
|
503K
$30M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.5K- 12.66% |
$1.42M - $1.52M
|
197K
$11.7M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31K- 15.14% |
$1.54M - $1.65M
|
174K
$10.3M
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-39.9K- 44.03% |
$1.99M - $2.13M
|
50.7K
$3.02M
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-52.9K- 12.22% |
$2.63M - $2.83M
|
380K
$22.6M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.2K- 11.32% |
$2.75M - $2.95M
|
433K
$25.8M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-58.7K- 84.58% |
$2.92M - $3.14M
|
10.7K
$637K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-73K- 37.9% |
$3.64M - $3.9M
|
120K
$7.13M
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-76.9K- 36.67% |
$3.83M - $4.11M
|
133K
$7.92M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.7K- 3.86% |
$4.07M - $4.37M
|
2.04M
$121M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.7K- 3.86% |
$4.07M - $4.37M
|
2.04M
$121M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82.7K- 95.61% |
$4.12M - $4.42M
|
3.79K
$226K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-111K- 29.33% |
$5.55M - $5.96M
|
269K
$16M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-136K- 37.09% |
$6.77M - $7.26M
|
231K
$13.7M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-140K- 40.08% |
$6.99M - $7.5M
|
210K
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-152K- 62.4% |
$7.57M - $8.13M
|
91.6K
$5.46M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-154K- 22.94% |
$7.69M - $8.26M
|
519K
$30.9M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-163K- 71.09% |
$8.14M - $8.73M
|
66.5K
$3.96M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-167K- 88.31% |
$8.3M - $8.91M
|
22.1K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-379K- 9.02% |
$18.9M - $20.3M
|
3.83M
$228M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-387K- 38.73% |
$19.2M - $20.7M
|
612K
$36.4M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-401K- 89.29% |
$19.9M - $21.4M
|
48K
$2.86M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-762K- 28.02% |
$38M - $40.7M
|
1.96M
$117M
|