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 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-431- 7.66% |
$17.9K - $20.7K
|
5.19K
$308K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-473- 0.78% |
$19.6K - $22.7K
|
60.4K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-482- 10.33% |
$20K - $23.1K
|
4.19K
$248K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-520- 5.27% |
$21.6K - $25K
|
9.35K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-558- 2.8% |
$23.2K - $26.8K
|
19.4K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-623- 3.42% |
$25.9K - $29.9K
|
17.6K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-758- 8.56% |
$31.5K - $36.4K
|
8.1K
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-893- 2.96% |
$37.1K - $42.9K
|
29.3K
$1.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-962- 7.48% |
$39.9K - $46.2K
|
11.9K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.14K- 20.2% |
$47.2K - $54.6K
|
4.49K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.19K- 1.78% |
$49.5K - $57.3K
|
65.7K
$3.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.58K- 14.01% |
$65.7K - $76K
|
9.72K
$576K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.72K- 3.58% |
$71.3K - $82.4K
|
46.2K
$2.74M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.77K- 4.41% |
$73.3K - $84.8K
|
38.3K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.17K- 7.26% |
$89.9K - $104K
|
27.7K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.61K- 0.8% |
$108K - $125K
|
324K
$19.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.88K- 38.24% |
$120K - $138K
|
4.66K
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-3.63K- 41.75% |
$151K - $174K
|
5.07K
$300K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-3.81K- 15.7% |
$158K - $183K
|
20.5K
$1.21M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.13K- 6.45% |
$171K - $198K
|
59.8K
$3.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.39K- 0.94% |
$182K - $211K
|
464K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.26K- 2.14% |
$218K - $252K
|
240K
$14.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6.53K- 5.88% |
$271K - $313K
|
104K
$6.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.74K- 18.69% |
$321K - $372K
|
33.7K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.96K- 13.06% |
$330K - $382K
|
53K
$3.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-8.26K- 16.34% |
$343K - $397K
|
42.3K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 44.51% |
$515K - $596K
|
15.5K
$916K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.7K- 4.3% |
$527K - $609K
|
283K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13.3K- 0.98% |
$551K - $637K
|
1.35M
$79.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.1K- 17.22% |
$670K - $775K
|
77.6K
$4.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-22.4K- 2.64% |
$931K - $1.08M
|
826K
$48.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.5K- 18.02% |
$932K - $1.08M
|
102K
$6.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-25.8K- 9.68% |
$1.07M - $1.24M
|
241K
$14.3M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-43.3K- 18.95% |
$1.8M - $2.08M
|
185K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.7K- 16.91% |
$1.98M - $2.29M
|
234K
$13.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-52K- 21.49% |
$2.16M - $2.49M
|
190K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-52K- 21.49% |
$2.16M - $2.49M
|
190K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-54.6K- 9.15% |
$2.26M - $2.62M
|
542K
$32.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-78.8K- 3.87% |
$3.27M - $3.78M
|
1.96M
$116M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-80.7K- 40.69% |
$3.35M - $3.87M
|
118K
$6.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.82M- 24.65% |
$75.7M - $87.6M
|
5.58M
$331M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.88M- 26.24% |
$78.1M - $90.4M
|
5.29M
$314M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.05M- 91.92% |
$84.9M - $98.3M
|
180K
$10.7M
|