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 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.8K+ 16.25% |
$74.8K - $86.6K
|
12.9K
$764K
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.8K+ 13.83% |
$74.7K - $86.4K
|
14.8K
$878K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.77K+ 319.53% |
$73.3K - $84.8K
|
2.32K
$137K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.73K+ 32.51% |
$71.7K - $83K
|
7.04K
$417K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.69K+ 16.47% |
$69.9K - $80.9K
|
11.9K
$706K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.59KNew |
$66.2K - $76.5K
|
1.59K
$94.4K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.45KNew |
$60K - $69.4K
|
1.45K
$85.6K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.27KNew |
$52.8K - $61.1K
|
1.27K
$75.4K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.25K+ 17.17% |
$51.9K - $60K
|
8.53K
$505K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.24KNew |
$51.3K - $59.4K
|
1.24K
$73.3K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.2K+ 10.19% |
$49.7K - $57.5K
|
13K
$768K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.19K+ 3.19% |
$49.4K - $57.1K
|
38.4K
$2.28M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.16KNew |
$48.1K - $55.6K
|
1.16K
$68.6K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.01KNew |
$42K - $48.6K
|
1.01K
$60K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1K+ 3.56% |
$41.6K - $48.2K
|
29.2K
$1.73M
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
876+ 9.43% |
$36.4K - $42.1K
|
10.2K
$602K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
852New |
$35.4K - $40.9K
|
852
$50.5K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
843+ 21.98% |
$35K - $40.5K
|
4.68K
$277K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
665+ 66500.0% |
$27.6K - $31.9K
|
666
$39.5K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
661+ 2.66% |
$27.4K - $31.7K
|
25.6K
$1.51M
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
549+ 0.49% |
$22.8K - $26.4K
|
112K
$6.61M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$20.8K - $24K
|
500
$29.6K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
348+ 1.96% |
$14.4K - $16.7K
|
18.1K
$1.07M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
288New |
$12K - $13.8K
|
288
$17.1K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
277+ 1.93% |
$11.5K - $13.3K
|
14.7K
$868K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259New |
$10.7K - $12.4K
|
259
$15.3K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
243+ 6.27% |
$10.1K - $11.7K
|
4.12K
$244K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
233New |
$9.67K - $11.2K
|
233
$13.8K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
229+ 0.98% |
$9.5K - $11K
|
23.5K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
220New |
$9.13K - $10.6K
|
220
$13K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
176+ 2.89% |
$7.3K - $8.45K
|
6.27K
$372K
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
167+ 0.1% |
$6.93K - $8.02K
|
166K
$9.84M
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
71New |
$2.95K - $3.41K
|
71
$4.21K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
60New |
$2.49K - $2.88K
|
60
$3.56K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28New |
$1.16K - $1.34K
|
28
$1.66K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
26New |
$1.08K - $1.25K
|
26
$1.54K
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
21+ 0.17% |
$872 - $1.01K
|
12K
$714K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13+ 0.06% |
$540 - $624
|
21.2K
$1.26M
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$291 - $336
|
10K
$595K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 2.4% |
$125 - $144
|
128
$7.58K
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3+ 0.06% |
$125 - $144
|
5.24K
$311K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-30- 0.09% |
$1.25K - $1.44K
|
32.4K
$1.92M
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-43- 0.81% |
$1.78K - $2.06K
|
5.27K
$312K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-52- 0.86% |
$2.16K - $2.5K
|
6K
$356K
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-114- 0.91% |
$4.73K - $5.47K
|
12.5K
$739K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-146- 1.26% |
$6.06K - $7.01K
|
11.5K
$679K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-152- 2.09% |
$6.31K - $7.3K
|
7.13K
$423K
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-194- 0.39% |
$8.05K - $9.31K
|
49.2K
$2.92M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-336- 1.78% |
$13.9K - $16.1K
|
18.5K
$1.1M
|