Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.4MNew |
$319M - $338M
|
7.4M
$426M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.21M+ 2302419.75% |
$182M - $192M
|
4.21M
$243M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.18MNew |
$93.8M - $99.4M
|
2.18M
$125M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.52M+ 26.78% |
$65.3M - $69.2M
|
7.18M
$413M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
429K+ 1070.01% |
$18.5M - $19.6M
|
469K
$27M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
353KNew |
$15.2M - $16.1M
|
353K
$20.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
323K+ 203.53% |
$13.9M - $14.8M
|
482K
$27.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
298KNew |
$12.8M - $13.6M
|
298K
$17.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
257K+ 20.27% |
$11.1M - $11.7M
|
1.53M
$87.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
248K+ 1288.74% |
$10.7M - $11.3M
|
267K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
199K+ 62.83% |
$8.58M - $9.09M
|
516K
$29.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
173K+ 507.02% |
$7.46M - $7.9M
|
207K
$11.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
170K+ 152.51% |
$7.33M - $7.77M
|
282K
$16.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
166KNew |
$7.15M - $7.57M
|
166K
$9.55M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
158K+ 616.73% |
$6.79M - $7.19M
|
183K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
148K+ 1580.9% |
$6.36M - $6.74M
|
157K
$9.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 87.05% |
$5.65M - $5.99M
|
282K
$16.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
120KNew |
$5.18M - $5.49M
|
120K
$6.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
106KNew |
$4.58M - $4.85M
|
106K
$6.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
105K+ 8.08% |
$4.51M - $4.78M
|
1.4M
$80.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
97.9K+ 66.33% |
$4.22M - $4.47M
|
245K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
93.7KNew |
$4.04M - $4.28M
|
93.7K
$5.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91K+ 7.12% |
$3.92M - $4.15M
|
1.37M
$78.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.1K+ 176.6% |
$3.67M - $3.88M
|
133K
$7.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
84.2K+ 95.01% |
$3.63M - $3.84M
|
173K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
71.9K+ 38.24% |
$3.1M - $3.28M
|
260K
$15M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
67.3K+ 122.88% |
$2.9M - $3.07M
|
122K
$7.03M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
65.9K+ 26.41% |
$2.84M - $3.01M
|
316K
$18.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
65.1K+ 6.6% |
$2.8M - $2.97M
|
1.05M
$60.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
62.4K+ 49.79% |
$2.69M - $2.85M
|
188K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.6K+ 1002.79% |
$2.53M - $2.68M
|
64.5K
$3.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
56.9KNew |
$2.45M - $2.6M
|
56.9K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
56.4K+ 1076.68% |
$2.43M - $2.57M
|
61.6K
$3.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52.4K+ 44.03% |
$2.26M - $2.39M
|
171K
$9.86M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
52.4KNew |
$2.26M - $2.39M
|
52.4K
$3.01M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
52K+ 27.37% |
$2.24M - $2.37M
|
242K
$13.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.7K+ 62.08% |
$2.06M - $2.18M
|
125K
$7.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
44.2KNew |
$1.9M - $2.02M
|
44.2K
$2.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.1K+ 27.88% |
$1.86M - $1.97M
|
198K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
39.2KNew |
$1.69M - $1.79M
|
39.2K
$2.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39.1K+ 11.28% |
$1.69M - $1.79M
|
386K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37.3KNew |
$1.61M - $1.7M
|
37.3K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.7K+ 56.26% |
$1.58M - $1.68M
|
102K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36KNew |
$1.55M - $1.64M
|
36K
$2.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
34.2K+ 6.33% |
$1.47M - $1.56M
|
575K
$33.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.4KNew |
$1.35M - $1.43M
|
31.4K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
29.4K+ 17.76% |
$1.27M - $1.34M
|
195K
$11.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
28.7KNew |
$1.23M - $1.31M
|
28.7K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.6KNew |
$1.15M - $1.22M
|
26.6K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2KNew |
$1.13M - $1.2M
|
26.2K
$1.51M
|