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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.63K+ 12.2% |
$400K - $462K
|
88.5K
$5.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.37K+ 132.02% |
$389K - $450K
|
16.5K
$976K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.19KNew |
$381K - $441K
|
9.19K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.83K+ 47.0% |
$366K - $424K
|
27.6K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.78K+ 12.02% |
$364K - $421K
|
81.8K
$4.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.74KNew |
$363K - $420K
|
8.74K
$518K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.65KNew |
$359K - $415K
|
8.65K
$513K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
8.48K+ 27.52% |
$352K - $407K
|
39.3K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.37KNew |
$347K - $402K
|
8.37K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.61K+ 1.6% |
$316K - $365K
|
484K
$28.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.59KNew |
$315K - $364K
|
7.59K
$450K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.45K+ 55.55% |
$309K - $358K
|
20.9K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
7.4K+ 1.5% |
$307K - $355K
|
499K
$29.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
6.98KNew |
$290K - $335K
|
6.98K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
6.53K+ 4.99% |
$271K - $314K
|
138K
$8.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.42K+ 25.59% |
$266K - $308K
|
31.5K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.16KNew |
$255K - $296K
|
6.16K
$365K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.94KNew |
$246K - $285K
|
5.94K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.88K+ 52.68% |
$244K - $282K
|
17K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.86K+ 14.15% |
$243K - $281K
|
47.3K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.66K+ 18.29% |
$235K - $271K
|
36.6K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.52KNew |
$229K - $265K
|
5.52K
$327K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.38KNew |
$223K - $258K
|
5.38K
$319K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.38K+ 13.29% |
$223K - $258K
|
45.8K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.23K+ 545.46% |
$217K - $251K
|
6.19K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.23KNew |
$217K - $251K
|
5.23K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.09K+ 16.31% |
$211K - $244K
|
36.3K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.09K+ 6.04% |
$211K - $244K
|
89.2K
$5.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.98KNew |
$207K - $239K
|
4.98K
$295K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.89KNew |
$203K - $235K
|
4.89K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.61KNew |
$191K - $221K
|
4.61K
$273K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.46KNew |
$185K - $214K
|
4.46K
$264K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.43KNew |
$184K - $213K
|
4.43K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.42K+ 25.89% |
$183K - $212K
|
21.5K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
4.41K+ 17.72% |
$183K - $212K
|
29.3K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.39KNew |
$182K - $211K
|
4.39K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.38K+ 17.56% |
$182K - $210K
|
29.4K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3.7K+ 0.68% |
$153K - $177K
|
549K
$32.5M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.59K+ 9.51% |
$149K - $172K
|
41.3K
$2.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.2K+ 2.66% |
$133K - $153K
|
123K
$7.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.96K+ 31.22% |
$123K - $142K
|
12.4K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.84KNew |
$118K - $136K
|
2.84K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.81K+ 2.0% |
$116K - $135K
|
143K
$8.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.7K+ 11.65% |
$112K - $130K
|
25.9K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.54K+ 7.04% |
$105K - $122K
|
38.5K
$2.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.49K+ 52.69% |
$103K - $120K
|
7.22K
$428K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.07KNew |
$85.9K - $99.4K
|
2.07K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 49.06% |
$80.3K - $92.9K
|
5.88K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.92K+ 10.65% |
$79.8K - $92.3K
|
20K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
1.82K+ 2.95% |
$75.4K - $87.2K
|
63.4K
$3.76M
|