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
$353M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05MNew |
$58.6M - $63.2M
|
1.05M
$59.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
648KNew |
$36.2M - $39M
|
648K
$36.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
613K+ 34.22% |
$34.2M - $36.9M
|
2.4M
$136M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
495K+ 57.45% |
$27.6M - $29.8M
|
1.36M
$76.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
313KNew |
$17.5M - $18.9M
|
313K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
299KNew |
$16.7M - $18M
|
299K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
202K+ 18.46% |
$11.3M - $12.2M
|
1.3M
$73.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
195KNew |
$10.9M - $11.8M
|
195K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
187K+ 5.29% |
$10.5M - $11.3M
|
3.73M
$211M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
171K+ 70.23% |
$9.58M - $10.3M
|
416K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
163KNew |
$9.13M - $9.84M
|
163K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
158K+ 13.95% |
$8.83M - $9.52M
|
1.29M
$73.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
139K+ 94.92% |
$7.79M - $8.39M
|
286K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
131KNew |
$7.33M - $7.9M
|
131K
$7.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 12.01% |
$6.76M - $7.29M
|
1.13M
$64.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
109KNew |
$6.06M - $6.53M
|
109K
$6.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108K+ 8.82% |
$6.02M - $6.49M
|
1.33M
$75.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
106KNew |
$5.9M - $6.36M
|
106K
$5.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
104K+ 21.25% |
$5.8M - $6.25M
|
593K
$33.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
95.8K+ 1052.22% |
$5.35M - $5.77M
|
105K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.1K+ 4.57% |
$5.09M - $5.49M
|
2.08M
$118M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
87.2KNew |
$4.87M - $5.25M
|
87.2K
$4.95M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
87.1KNew |
$4.87M - $5.25M
|
87.1K
$4.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
86.4KNew |
$4.82M - $5.2M
|
86.4K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.3K+ 149.46% |
$4.6M - $4.96M
|
137K
$7.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
65KNew |
$3.63M - $3.91M
|
65K
$3.69M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
63.8KNew |
$3.56M - $3.84M
|
63.8K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
62.5K+ 23.16% |
$3.49M - $3.77M
|
333K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
61.2KNew |
$3.42M - $3.69M
|
61.2K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60.9KNew |
$3.4M - $3.67M
|
60.9K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
54.6K+ 30.64% |
$3.05M - $3.29M
|
233K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50.1KNew |
$2.8M - $3.01M
|
50.1K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.6K+ 13.67% |
$2.71M - $2.93M
|
404K
$22.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47.8KNew |
$2.67M - $2.88M
|
47.8K
$2.71M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.7K+ 1.7% |
$2.5M - $2.69M
|
2.68M
$152M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
40.7KNew |
$2.27M - $2.45M
|
40.7K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.2K+ 9.18% |
$2.24M - $2.42M
|
478K
$27.1M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
40KNew |
$2.23M - $2.41M
|
40K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37.1K+ 55.04% |
$2.07M - $2.23M
|
105K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
35.6KNew |
$1.99M - $2.14M
|
35.6K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34K+ 5.18% |
$1.9M - $2.05M
|
691K
$39.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 98.47% |
$1.82M - $1.96M
|
65.7K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.3KNew |
$1.69M - $1.82M
|
30.3K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.5K+ 44.86% |
$1.59M - $1.72M
|
92.1K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
23.5K+ 11.78% |
$1.31M - $1.42M
|
223K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
23.5K+ 7.72% |
$1.31M - $1.42M
|
328K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.7K+ 50.62% |
$1.27M - $1.36M
|
67.4K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.9K+ 5.34% |
$1.23M - $1.32M
|
433K
$24.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.1K+ 14.2% |
$1.18M - $1.27M
|
170K
$9.64M
|