Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
937K+ 2960.02% |
$33M - $38.3M
|
969K
$57.7M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
605KNew |
$21.3M - $24.7M
|
605K
$36M
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
441KNew |
$15.5M - $18M
|
441K
$26.2M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
201K+ 536.4% |
$7.09M - $8.23M
|
239K
$14.2M
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
172KNew |
$6.07M - $7.05M
|
172K
$10.3M
|
|
Feb 13, 2023
Q4 2022
|
Saratoga Research & Investment Management
|
BUY
|
- |
119KNew |
$4.19M - $4.86M
|
119K
$7.08M
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
89.1KNew |
$3.14M - $3.64M
|
89.1K
$5.31M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87K+ 102.24% |
$3.06M - $3.56M
|
172K
$10.2M
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
84.8KNew |
$2.99M - $3.47M
|
84.8K
$5.05M
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
79.5KNew |
$2.8M - $3.25M
|
79.5K
$4.74M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
72.9KNew |
$2.57M - $2.98M
|
72.9K
$4.34M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.4K+ 1.49% |
$2.2M - $2.55M
|
4.25M
$253M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.6K+ 7.37% |
$2.17M - $2.52M
|
898K
$53.5M
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
50K+ 1.38% |
$1.76M - $2.05M
|
3.68M
$219M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.6K+ 24.86% |
$1.71M - $1.99M
|
244K
$14.5M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.5KNew |
$1.43M - $1.66M
|
40.5K
$2.41M
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
37.9KNew |
$1.34M - $1.55M
|
37.9K
$2.26M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.9KNew |
$1.23M - $1.43M
|
34.9K
$2.08M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
27.5KNew |
$968K - $1.12M
|
27.5K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.7KNew |
$904K - $1.05M
|
25.7K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
21.5K+ 2.55% |
$758K - $880K
|
867K
$51.7M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
19KNew |
$671K - $779K
|
19K
$1.13M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
17.3K+ 139.48% |
$609K - $707K
|
29.7K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 6.03% |
$543K - $630K
|
271K
$16.2M
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
14.9K+ 2.55% |
$524K - $608K
|
598K
$35.6M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.3K+ 54.44% |
$468K - $544K
|
37.7K
$2.25M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.9KNew |
$421K - $488K
|
11.9K
$711K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11.6KNew |
$408K - $473K
|
11.6K
$690K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11.4KNew |
$401K - $465K
|
11.4K
$678K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$381K - $442K
|
10.8K
$644K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$381K - $442K
|
10.8K
$644K
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
9.71K+ 22.2% |
$342K - $397K
|
53.4K
$3.18M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
8.84KNew |
$311K - $361K
|
8.84K
$527K
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
8.49KNew |
$299K - $347K
|
8.49K
$506K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.4K+ 94.45% |
$296K - $343K
|
17.3K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.35K+ 26.34% |
$294K - $341K
|
40K
$2.39M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.01KNew |
$282K - $327K
|
8.01K
$477K
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.96K+ 3.48% |
$280K - $325K
|
236K
$14.1M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.63K+ 91.38% |
$269K - $312K
|
16K
$951K
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.83KNew |
$240K - $279K
|
6.83K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.78KNew |
$239K - $277K
|
6.78K
$404K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.74KNew |
$238K - $276K
|
6.74K
$402K
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.42KNew |
$226K - $262K
|
6.42K
$382K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.02KNew |
$212K - $246K
|
6.02K
$359K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
5.97KNew |
$210K - $244K
|
5.97K
$356K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.95K+ 43.68% |
$210K - $243K
|
19.6K
$1.17M
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65KNew |
$199K - $231K
|
5.65K
$336K
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.48KNew |
$193K - $224K
|
5.48K
$326K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.07K+ 4.2% |
$179K - $207K
|
126K
$7.48M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.49K+ 17.25% |
$158K - $184K
|
30.5K
$1.82M
|