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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.55KNew |
$125K - $145K
|
3.55K
$212K
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.42K+ 1.94% |
$120K - $140K
|
179K
$10.7M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.3K+ 11.38% |
$116K - $135K
|
32.3K
$1.92M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3.13K+ 3.41% |
$110K - $128K
|
94.9K
$5.65M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.62K+ 3.08% |
$92.4K - $107K
|
87.8K
$5.23M
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.61K+ 5.5% |
$91.9K - $107K
|
50K
$2.98M
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.82K+ 6.03% |
$64.3K - $74.6K
|
32.1K
$1.91M
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.38KNew |
$48.7K - $56.6K
|
1.38K
$82.4K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.2K+ 152.16% |
$42.1K - $48.9K
|
1.98K
$118K
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 5.2% |
$35.7K - $41.4K
|
20.5K
$1.22M
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
920+ 11.6% |
$32.4K - $37.6K
|
8.85K
$527K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
678+ 9.7% |
$23.9K - $27.7K
|
7.67K
$457K
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
649+ 2.95% |
$22.9K - $26.5K
|
22.6K
$1.35M
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
561+ 9.02% |
$19.8K - $22.9K
|
6.78K
$404K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
458+ 4.35% |
$16.1K - $18.7K
|
11K
$654K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
355+ 12.37% |
$12.5K - $14.5K
|
3.23K
$192K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
267New |
$9.41K - $10.9K
|
267
$15.9K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
251+ 1.07% |
$8.84K - $10.3K
|
23.8K
$1.42M
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
163+ 1.53% |
$5.74K - $6.67K
|
10.8K
$644K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
131+ 0.59% |
$4.62K - $5.36K
|
22.3K
$1.33M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
78+ 0.71% |
$2.75K - $3.19K
|
11.1K
$663K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
31New |
$1.09K - $1.27K
|
31
$1.85K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$1.09K - $1.27K
|
31
$1.85K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20+ 0.02% |
$705 - $818
|
87.8K
$5.23M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.27% |
$70.5 - $81.8
|
731
$43.5K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.27% |
$70.5 - $81.8
|
731
$43.5K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-318- 5.02% |
$11.2K - $13K
|
6.01K
$358K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-440- 0.96% |
$15.5K - $18K
|
45.3K
$2.7M
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-446- 3.2% |
$15.7K - $18.2K
|
13.5K
$803K
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-467- 0.39% |
$16.5K - $19.1K
|
120K
$7.12M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-470- 13.42% |
$16.6K - $19.2K
|
3.03K
$181K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-996- 2.91% |
$35.1K - $40.7K
|
33.3K
$1.98M
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.03K- 0.89% |
$36.3K - $42.1K
|
114K
$6.81M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 15.74% |
$38.5K - $44.7K
|
5.86K
$349K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.66K- 5.06% |
$58.5K - $67.9K
|
31.2K
$1.86M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.26K- 14.79% |
$79.5K - $92.2K
|
13K
$774K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.47K- 55.17% |
$86.9K - $101K
|
2K
$119K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-3.14K- 17.1% |
$111K - $128K
|
15.2K
$906K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.31K- 4.06% |
$117K - $135K
|
78.2K
$4.66M
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.03K- 6.5% |
$177K - $205K
|
72.3K
$4.31M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.98K- 63.35% |
$211K - $244K
|
3.46K
$206K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6.65K- 1.35% |
$234K - $272K
|
485K
$28.9M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.5K- 81.12% |
$335K - $389K
|
2.21K
$132K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.6K- 3.17% |
$372K - $431K
|
322K
$19.2M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.6K- 11.64% |
$551K - $639K
|
119K
$7.07M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-16K- 23.05% |
$564K - $655K
|
53.5K
$3.18M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.6K- 62.85% |
$657K - $762K
|
11K
$656K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25.9K- 44.84% |
$913K - $1.06M
|
31.9K
$1.9M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-26.2K- 74.98% |
$924K - $1.07M
|
8.75K
$521K
|