Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 23.14% |
$547K - $614K
|
61.8K
$3.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
11.2KNew |
$528K - $594K
|
11.2K
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 35.13% |
$521K - $585K
|
42.5K
$2.55M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 39.52% |
$513K - $577K
|
38.5K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10.6K+ 85.22% |
$498K - $560K
|
23K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.5KNew |
$496K - $557K
|
10.5K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.89K+ 38.19% |
$465K - $523K
|
35.8K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
9.83KNew |
$463K - $520K
|
9.83K
$590K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.75K+ 1.18% |
$459K - $516K
|
835K
$50.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.66K+ 15.98% |
$454K - $511K
|
70.1K
$4.2M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
9.28K+ 12.83% |
$437K - $491K
|
81.6K
$4.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
9.24K+ 24.97% |
$435K - $488K
|
46.2K
$2.77M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.19K+ 11.23% |
$433K - $486K
|
91K
$5.46M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.93K+ 4.96% |
$420K - $472K
|
189K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.52KNew |
$401K - $450K
|
8.52K
$511K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.42KNew |
$396K - $445K
|
8.42K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.33KNew |
$392K - $440K
|
8.33K
$500K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.12K+ 13.64% |
$382K - $429K
|
67.6K
$4.06M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.93KNew |
$373K - $419K
|
7.93K
$475K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.93KNew |
$373K - $419K
|
7.93K
$475K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.61K+ 20.8% |
$358K - $402K
|
44.2K
$2.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
7KNew |
$330K - $370K
|
7K
$420K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.57K+ 22.39% |
$309K - $347K
|
35.9K
$2.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.43K+ 34.89% |
$303K - $340K
|
24.9K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.12K+ 6.86% |
$288K - $324K
|
95.4K
$5.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.87K+ 29.4% |
$276K - $310K
|
25.8K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.55KNew |
$214K - $240K
|
4.55K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.17KNew |
$196K - $220K
|
4.17K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.94K+ 42.85% |
$185K - $208K
|
13.1K
$787K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.93K+ 4.44% |
$185K - $208K
|
92.4K
$5.54M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82KNew |
$180K - $202K
|
3.82K
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.59K+ 2.9% |
$169K - $190K
|
127K
$7.62M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 129.19% |
$158K - $177K
|
5.94K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.23K+ 45.8% |
$152K - $171K
|
10.3K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.18K+ 174.37% |
$150K - $168K
|
5K
$300K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.84K+ 1.71% |
$134K - $150K
|
169K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.84K+ 7.37% |
$133K - $150K
|
41.3K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.83K+ 5.75% |
$133K - $150K
|
52.1K
$3.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.79K+ 6.08% |
$131K - $147K
|
48.6K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.78K+ 10.92% |
$131K - $147K
|
28.2K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 7.65% |
$131K - $147K
|
39K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.73KNew |
$128K - $144K
|
2.73K
$164K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.67K+ 36.99% |
$126K - $141K
|
9.89K
$593K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.6K+ 17.08% |
$122K - $137K
|
17.8K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 12.31% |
$121K - $136K
|
23.6K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.49K+ 2.56% |
$117K - $132K
|
99.9K
$5.99M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.47K+ 12.77% |
$116K - $131K
|
21.8K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.39K+ 10.18% |
$113K - $126K
|
25.9K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.39K+ 20.04% |
$112K - $126K
|
14.3K
$858K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.23K+ 1.65% |
$105K - $118K
|
138K
$8.25M
|