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 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
46.5KNew |
$1.93M - $2.23M
|
46.5K
$2.76M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
44.8K+ 102.04% |
$1.86M - $2.15M
|
88.7K
$5.25M
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
43.6K+ 152.29% |
$1.81M - $2.1M
|
72.3K
$4.28M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.9KNew |
$1.78M - $2.06M
|
42.9K
$2.54M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.1K+ 134.08% |
$1.75M - $2.02M
|
73.6K
$4.36M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.9KNew |
$1.74M - $2.01M
|
41.9K
$2.48M
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
41.6KNew |
$1.73M - $2M
|
41.6K
$2.47M
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
39.6K+ 179.06% |
$1.64M - $1.9M
|
61.7K
$3.66M
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
39K+ 20.78% |
$1.62M - $1.87M
|
227K
$13.4M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37KNew |
$1.54M - $1.78M
|
37K
$2.19M
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
34.6KNew |
$1.44M - $1.66M
|
34.6K
$2.05M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.4M - $1.62M
|
33.7K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$1.37M - $1.58M
|
33K
$1.95M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30.2K+ 113.47% |
$1.25M - $1.45M
|
56.9K
$3.37M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.1K+ 16.91% |
$1.21M - $1.4M
|
201K
$11.9M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.3K+ 14.32% |
$1.18M - $1.36M
|
226K
$13.4M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.3K+ 9.7% |
$1.13M - $1.31M
|
309K
$18.3M
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
27.1K+ 13.07% |
$1.12M - $1.3M
|
234K
$13.9M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25.9KNew |
$1.07M - $1.24M
|
25.9K
$1.53M
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.4KNew |
$1.06M - $1.22M
|
25.4K
$1.51M
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
25.1K+ 3.57% |
$1.04M - $1.2M
|
728K
$43.1M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
22.7K+ 17.7% |
$942K - $1.09M
|
151K
$8.94M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.7K+ 8.35% |
$901K - $1.04M
|
282K
$16.7M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.7K+ 6.93% |
$900K - $1.04M
|
334K
$19.8M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.3K+ 40.76% |
$883K - $1.02M
|
73.5K
$4.35M
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
18.1KNew |
$752K - $870K
|
18.1K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
18.1KNew |
$751K - $869K
|
18.1K
$1.07M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.8K+ 36.11% |
$655K - $758K
|
59.5K
$3.53M
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
15.8KNew |
$655K - $758K
|
15.8K
$935K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 44.88% |
$645K - $747K
|
50.2K
$2.98M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$638K - $738K
|
15.4K
$911K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 96.32% |
$632K - $731K
|
31K
$1.84M
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.2KNew |
$630K - $729K
|
15.2K
$900K
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
15.2K+ 18.44% |
$629K - $728K
|
97.4K
$5.77M
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
14.9K+ 12.25% |
$618K - $715K
|
136K
$8.09M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.9K+ 5.09% |
$618K - $715K
|
308K
$18.2M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9K+ 243.91% |
$617K - $714K
|
21K
$1.24M
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13.2K+ 18.08% |
$546K - $632K
|
86K
$5.09M
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
12.8K+ 10.48% |
$531K - $614K
|
135K
$7.99M
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
12.6KNew |
$524K - $607K
|
12.6K
$749K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
12.5K+ 6.4% |
$518K - $599K
|
207K
$12.3M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.6KNew |
$482K - $557K
|
11.6K
$687K
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
11.5KNew |
$478K - $553K
|
11.5K
$682K
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
11KNew |
$457K - $528K
|
11K
$652K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.8K+ 6.27% |
$450K - $520K
|
184K
$10.9M
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
10.8K+ 1.88% |
$450K - $520K
|
586K
$34.7M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
10.8K+ 142.28% |
$449K - $520K
|
18.4K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 16.48% |
$441K - $510K
|
75.1K
$4.45M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 204.4% |
$424K - $491K
|
15.2K
$902K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.67K+ 109.26% |
$401K - $464K
|
18.5K
$1.1M
|