Purchases and Sales Made in Q4 2024 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 2024. 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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.1M+ 21.57% |
$61.7M - $66.5M
|
6.22M
$371M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
648KNew |
$36.2M - $39M
|
648K
$38.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
495K+ 57.45% |
$27.6M - $29.8M
|
1.36M
$80.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
171K+ 70.23% |
$9.58M - $10.3M
|
416K
$24.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
104K+ 21.25% |
$5.8M - $6.25M
|
593K
$35.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
95.8K+ 1052.22% |
$5.35M - $5.77M
|
105K
$6.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
86.4KNew |
$4.82M - $5.2M
|
86.4K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
65KNew |
$3.63M - $3.91M
|
65K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47.8KNew |
$2.67M - $2.88M
|
47.8K
$2.85M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.7K+ 1.7% |
$2.5M - $2.69M
|
2.68M
$160M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
40.7KNew |
$2.27M - $2.45M
|
40.7K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37.1K+ 55.04% |
$2.07M - $2.23M
|
105K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34K+ 5.18% |
$1.9M - $2.05M
|
691K
$41.2M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.5K+ 44.86% |
$1.59M - $1.72M
|
92.1K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
23.5K+ 11.78% |
$1.31M - $1.42M
|
223K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
23.5K+ 7.72% |
$1.31M - $1.42M
|
328K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.7K+ 50.62% |
$1.27M - $1.36M
|
67.4K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.9K+ 5.34% |
$1.23M - $1.32M
|
433K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.1K+ 14.2% |
$1.18M - $1.27M
|
170K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
20.4KNew |
$1.14M - $1.23M
|
20.4K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20K+ 5.8% |
$1.12M - $1.2M
|
364K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
19.4KNew |
$1.08M - $1.17M
|
19.4K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.6KNew |
$930K - $1M
|
16.6K
$991K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
16.5K+ 2.67% |
$920K - $992K
|
634K
$37.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16K+ 6.16% |
$893K - $963K
|
276K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
15.2K+ 13.26% |
$848K - $914K
|
130K
$7.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.9K+ 13.31% |
$777K - $837K
|
118K
$7.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.8KNew |
$773K - $833K
|
13.8K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.6K+ 1.47% |
$647K - $698K
|
797K
$47.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11K+ 53.57% |
$614K - $661K
|
31.5K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
10.5K+ 17.33% |
$589K - $635K
|
71.4K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.77K+ 3.6% |
$546K - $588K
|
281K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.29KNew |
$463K - $499K
|
8.29K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
7.9KNew |
$441K - $476K
|
7.9K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.61KNew |
$425K - $458K
|
7.61K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
7.44K+ 4.64% |
$416K - $448K
|
168K
$10M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.42K+ 13.94% |
$414K - $446K
|
60.6K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.3KNew |
$408K - $440K
|
7.3K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.01K+ 7.53% |
$391K - $422K
|
100K
$5.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.41KNew |
$358K - $386K
|
6.41K
$382K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.28KNew |
$351K - $378K
|
6.28K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.24KNew |
$348K - $375K
|
6.24K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6KNew |
$335K - $361K
|
6K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.81KNew |
$325K - $350K
|
5.81K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.05KNew |
$282K - $304K
|
5.05K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.85K+ 4.44% |
$271K - $292K
|
114K
$6.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.78KNew |
$267K - $288K
|
4.78K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.61K+ 1.58% |
$257K - $277K
|
297K
$17.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.14K+ 14782.14% |
$231K - $249K
|
4.17K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.02KNew |
$224K - $242K
|
4.02K
$239K
|