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 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-291- 7.06% |
$16.3K - $17.5K
|
3.83K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-300- 2.61% |
$16.8K - $18.1K
|
11.2K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-306- 2.35% |
$17.1K - $18.4K
|
12.7K
$756K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-415- 53.76% |
$23.2K - $25K
|
357
$21.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-892- 7.76% |
$49.8K - $53.7K
|
10.6K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.12K- 1.78% |
$62.7K - $67.6K
|
62.1K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 7.63% |
$62.7K - $67.6K
|
13.6K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 0.27% |
$66.2K - $71.4K
|
433K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.25K- 0.73% |
$69.8K - $75.3K
|
170K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 22.54% |
$90.7K - $97.7K
|
5.58K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.81K- 1.03% |
$101K - $109K
|
174K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.03K- 6.02% |
$113K - $122K
|
31.7K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.24K- 3.88% |
$125K - $135K
|
55.5K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.28K- 4.28% |
$127K - $137K
|
51K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.31K- 21.87% |
$129K - $139K
|
8.24K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.31K- 2.76% |
$129K - $139K
|
81.6K
$4.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.38K- 37.33% |
$133K - $143K
|
4K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.41K- 1.36% |
$134K - $145K
|
175K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.51K- 2.29% |
$140K - $151K
|
107K
$6.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 31.95% |
$167K - $179K
|
6.35K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.76K- 35.12% |
$210K - $226K
|
6.94K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.8K- 1.57% |
$212K - $228K
|
238K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.03K- 7.14% |
$225K - $243K
|
52.4K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.36K- 35.42% |
$244K - $263K
|
7.96K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.64K- 30.63% |
$259K - $279K
|
10.5K
$626K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.7K- 18.67% |
$262K - $283K
|
20.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.19K- 99.92% |
$290K - $312K
|
4
$238
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.22K- 13.95% |
$348K - $375K
|
38.4K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.27K- 3.16% |
$350K - $377K
|
192K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.45K- 45.5% |
$360K - $388K
|
7.72K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.61K- 4.72% |
$425K - $458K
|
154K
$9.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.4K- 30.06% |
$636K - $686K
|
26.5K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-12K- 62.3% |
$669K - $722K
|
7.25K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12.2K- 2.42% |
$683K - $736K
|
494K
$29.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.6K- 20.99% |
$705K - $760K
|
47.5K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.4K- 8.71% |
$1.08M - $1.17M
|
203K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-28.1K- 35.95% |
$1.57M - $1.69M
|
50K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-32.5K- 21.05% |
$1.81M - $1.96M
|
122K
$7.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-35.2K- 18.12% |
$1.97M - $2.12M
|
159K
$9.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-35.3K- 33.02% |
$1.97M - $2.13M
|
71.6K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63.4K- 33.39% |
$3.54M - $3.81M
|
126K
$7.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-204K- 7.94% |
$11.4M - $12.3M
|
2.37M
$141M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-410K- 48.65% |
$22.9M - $24.7M
|
433K
$25.8M
|