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 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.31K- 2.76% |
$129K - $139K
|
81.6K
$4.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.38K- 37.33% |
$133K - $143K
|
4K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.41K- 1.36% |
$134K - $145K
|
175K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.51K- 2.29% |
$140K - $151K
|
107K
$6.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 31.95% |
$167K - $179K
|
6.35K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.15K- 11.33% |
$176K - $190K
|
24.7K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.76K- 35.12% |
$210K - $226K
|
6.94K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.8K- 1.57% |
$212K - $228K
|
238K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.03K- 7.14% |
$225K - $243K
|
52.4K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.36K- 35.42% |
$244K - $263K
|
7.96K
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.64K- 30.63% |
$259K - $279K
|
10.5K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.7K- 18.67% |
$262K - $283K
|
20.5K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.04K- 48.4% |
$282K - $304K
|
5.38K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.19K- 99.92% |
$290K - $312K
|
4
$239
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.75K- 5.27% |
$321K - $346K
|
103K
$6.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.79K- 1.13% |
$323K - $348K
|
507K
$30.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.08K- 42.15% |
$339K - $366K
|
8.34K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.22K- 13.95% |
$348K - $375K
|
38.4K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.27K- 3.16% |
$350K - $377K
|
192K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.45K- 45.5% |
$360K - $388K
|
7.72K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.61K- 4.72% |
$425K - $458K
|
154K
$9.18M
|
|
|
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
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12.2K- 2.42% |
$683K - $736K
|
494K
$29.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.6K- 20.99% |
$705K - $760K
|
47.5K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.4K- 8.71% |
$1.08M - $1.17M
|
203K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-22.7K- 3.65% |
$1.27M - $1.37M
|
600K
$35.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-24.8K- 1.21% |
$1.38M - $1.49M
|
2.02M
$121M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-28.1K- 35.95% |
$1.57M - $1.69M
|
50K
$2.99M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-29.3K- 26.63% |
$1.64M - $1.77M
|
80.8K
$4.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-32.5K- 21.05% |
$1.81M - $1.96M
|
122K
$7.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-33K- 37.35% |
$1.84M - $1.99M
|
55.3K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-35.2K- 18.12% |
$1.97M - $2.12M
|
159K
$9.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-35.3K- 33.02% |
$1.97M - $2.13M
|
71.6K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35.9K- 13.23% |
$2.01M - $2.16M
|
236K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-36.5K- 36.94% |
$2.04M - $2.2M
|
62.3K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63.4K- 33.39% |
$3.54M - $3.81M
|
126K
$7.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-86K- 93.75% |
$4.81M - $5.18M
|
5.73K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-134K- 23.46% |
$7.48M - $8.07M
|
437K
$26.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-204K- 7.94% |
$11.4M - $12.3M
|
2.37M
$142M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-410K- 48.65% |
$22.9M - $24.7M
|
433K
$25.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-413K- 74.48% |
$23.1M - $24.9M
|
142K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-468K- 99.13% |
$26.1M - $28.2M
|
4.08K
$244K
|