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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-185- 3.37% |
$7.97K - $8.44K
|
5.31K
$306K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-220- 2.14% |
$9.48K - $10K
|
10K
$578K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-228- 4.17% |
$9.82K - $10.4K
|
5.24K
$302K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-263- 1.38% |
$11.3K - $12K
|
18.8K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-358- 1.17% |
$15.4K - $16.3K
|
30.2K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-382- 2.95% |
$16.5K - $17.4K
|
12.6K
$724K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-439- 6.71% |
$18.9K - $20K
|
6.1K
$351K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-448- 6.89% |
$19.3K - $20.4K
|
6.05K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-509- 0.75% |
$21.9K - $23.2K
|
66.9K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-852- 3.31% |
$36.7K - $38.9K
|
24.9K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.01K- 1.95% |
$43.4K - $46K
|
50.6K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.02K- 0.78% |
$44K - $46.6K
|
131K
$7.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.07K- 1.28% |
$45.9K - $48.7K
|
82.2K
$4.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.51K- 7.65% |
$65K - $68.9K
|
18.2K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.3K- 8.46% |
$99.1K - $105K
|
24.9K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.31K- 2.04% |
$99.3K - $105K
|
111K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.52K- 5.0% |
$109K - $115K
|
47.9K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.58K- 91.68% |
$111K - $118K
|
234
$13.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2.92K- 10.74% |
$126K - $133K
|
24.3K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.7K- 39.68% |
$159K - $169K
|
5.62K
$324K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.16K- 40.55% |
$179K - $190K
|
6.1K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4.94K- 13.83% |
$213K - $226K
|
30.8K
$1.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-6.29K- 48.46% |
$271K - $287K
|
6.68K
$385K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.96K- 2.3% |
$300K - $318K
|
295K
$17M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.27K- 4.47% |
$399K - $423K
|
198K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14K- 74.47% |
$603K - $639K
|
4.8K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.4K- 20.21% |
$665K - $704K
|
60.9K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-18.3K- 58.78% |
$790K - $837K
|
12.9K
$741K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-19.4K- 2.44% |
$836K - $885K
|
774K
$44.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-21.7K- 3.28% |
$933K - $989K
|
638K
$36.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-30.6K- 65.08% |
$1.32M - $1.4M
|
16.4K
$946K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-36.5K- 5.77% |
$1.57M - $1.67M
|
596K
$34.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-43.1K- 6.37% |
$1.86M - $1.97M
|
634K
$36.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-73.3K- 18.99% |
$3.16M - $3.35M
|
313K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-87.7K- 5.25% |
$3.78M - $4M
|
1.58M
$91M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-159K- 86.17% |
$6.85M - $7.26M
|
25.5K
$1.47M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-201K- 21.41% |
$8.66M - $9.17M
|
737K
$42.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-229K- 95.18% |
$9.87M - $10.5M
|
11.6K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.01M- 91.38% |
$259M - $274M
|
567K
$32.6M
|