Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.04M+ 1116.36% |
$84.8M - $98.1M
|
2.23M
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.01MNew |
$83.3M - $96.4M
|
2.01M
$119M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.95M+ 3420.35% |
$80.8M - $93.5M
|
2M
$119M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.69MNew |
$70.1M - $81.1M
|
1.69M
$100M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4M+ 118.71% |
$58M - $67.1M
|
2.57M
$153M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.05M+ 24.97% |
$43.7M - $50.5M
|
5.27M
$312M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
994K+ 62.84% |
$41.2M - $47.7M
|
2.57M
$153M
|
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
752K+ 14600.83% |
$31.2M - $36.1M
|
758K
$44.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
729K+ 715.4% |
$30.3M - $35M
|
831K
$49.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
641K+ 611.6% |
$26.6M - $30.8M
|
746K
$44.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
540KNew |
$22.4M - $25.9M
|
540K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
452K+ 33.01% |
$18.8M - $21.7M
|
1.82M
$108M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
433K+ 28.38% |
$18M - $20.8M
|
1.96M
$116M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
345K+ 658.82% |
$14.3M - $16.6M
|
397K
$23.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
286K+ 57.48% |
$11.9M - $13.7M
|
785K
$46.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
282K+ 1527.14% |
$11.7M - $13.5M
|
300K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
279KNew |
$11.6M - $13.4M
|
279K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
271K+ 91.14% |
$11.3M - $13M
|
569K
$33.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
242K+ 32.86% |
$10.1M - $11.6M
|
980K
$58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
201KNew |
$8.36M - $9.67M
|
201K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
201KNew |
$8.36M - $9.67M
|
201K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
191K+ 2346.34% |
$7.93M - $9.17M
|
199K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
189K+ 48.88% |
$7.83M - $9.06M
|
575K
$34.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
142K+ 2960.42% |
$5.9M - $6.82M
|
147K
$8.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
135K+ 57757.69% |
$5.61M - $6.49M
|
135K
$8.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
129KNew |
$5.36M - $6.2M
|
129K
$7.65M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
128K+ 81.28% |
$5.3M - $6.13M
|
285K
$16.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
127KNew |
$5.28M - $6.1M
|
127K
$7.53M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
126K+ 5.78% |
$5.22M - $6.04M
|
2.3M
$136M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
112K+ 10.66% |
$4.65M - $5.38M
|
1.16M
$68.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
99.4KNew |
$4.12M - $4.77M
|
99.4K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
98.8KNew |
$4.1M - $4.74M
|
98.8K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
98.5KNew |
$4.09M - $4.73M
|
98.5K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
98.2K+ 31.1% |
$4.07M - $4.71M
|
414K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.4K+ 15.42% |
$3.63M - $4.2M
|
654K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85K+ 1223.16% |
$3.53M - $4.08M
|
91.9K
$5.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
80.3K+ 5.73% |
$3.33M - $3.85M
|
1.48M
$87.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
79.3K+ 12.43% |
$3.29M - $3.81M
|
717K
$42.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
76.5KNew |
$3.18M - $3.67M
|
76.5K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
75.8KNew |
$3.14M - $3.64M
|
75.8K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75.2K+ 43.93% |
$3.12M - $3.61M
|
247K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73.3K+ 14.2% |
$3.04M - $3.52M
|
589K
$34.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.2K+ 14.56% |
$2.91M - $3.37M
|
553K
$32.7M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
65.5K+ 8.46% |
$2.72M - $3.15M
|
840K
$49.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63KNew |
$2.61M - $3.02M
|
63K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
59.6K+ 942.41% |
$2.48M - $2.86M
|
66K
$3.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58.4K+ 143.77% |
$2.42M - $2.8M
|
99K
$5.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
53.7K+ 50.51% |
$2.23M - $2.58M
|
160K
$9.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
53.6K+ 1187.92% |
$2.22M - $2.57M
|
58.1K
$3.44M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
48K+ 16.26% |
$1.99M - $2.31M
|
343K
$20.3M
|