Latest Institutional Transactions on J P Morgan ETF Tr U S Quality (JQUA)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Quality (JQUA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-509K- 35.96% |
$28.4M - $30.6M
|
906K
$51.1M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59- 98.33% |
$3.3K - $3.55K
|
1
$56.4
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.44K- 3.3% |
$416K - $448K
|
218K
$12.3M
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-517- 3.46% |
$28.9K - $31.1K
|
14.4K
$814K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
62.5K+ 23.16% |
$3.49M - $3.77M
|
333K
$18.8M
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-45.5K- 10.08% |
$2.54M - $2.74M
|
406K
$22.9M
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
5.55K+ 3.33% |
$310K - $334K
|
172K
$9.72M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51KNew |
$84.1K - $90.7K
|
1.51K
$85K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.57K+ 16.57% |
$255K - $275K
|
32.1K
$1.81M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.2K- 52.38% |
$1.35M - $1.46M
|
22K
$1.24M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.45K- 21.27% |
$193K - $208K
|
12.8K
$721K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.69K+ 2.49% |
$262K - $282K
|
193K
$10.9M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.8K- 87.8% |
$937K - $1.01M
|
2.33K
$132K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-28- 27.45% |
$1.56K - $1.69K
|
74
$4.18K
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
87.2KNew |
$4.87M - $5.25M
|
87.2K
$4.92M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.1KNew |
$898K - $968K
|
16.1K
$907K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-55K- 5.86% |
$3.07M - $3.31M
|
883K
$49.8M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-13.8K- 72.46% |
$773K - $833K
|
5.26K
$297K
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.5K- 4.83% |
$252K - $271K
|
88.7K
$5.01M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73K- 24.99% |
$4.08M - $4.4M
|
219K
$12.4M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.36K- 2.39% |
$188K - $202K
|
137K
$7.75M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-242- 5.74% |
$13.5K - $14.6K
|
3.97K
$224K
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
13.7KNew |
$767K - $826K
|
13.7K
$774K
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
18.6KNew |
$1.04M - $1.12M
|
18.6K
$1.05M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.4K+ 122.21% |
$583K - $629K
|
19K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.6K+ 13.67% |
$2.71M - $2.93M
|
404K
$22.8M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.38K+ 2.23% |
$301K - $324K
|
247K
$13.9M
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.08K- 13.55% |
$228K - $246K
|
26K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21K+ 7.96% |
$1.17M - $1.27M
|
285K
$16.1M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.91K- 1.68% |
$162K - $175K
|
170K
$9.57M
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.4% |
$838 - $903
|
3.76K
$212K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
109KNew |
$6.06M - $6.53M
|
109K
$6.12M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50+ 0.18% |
$2.79K - $3.01K
|
27.7K
$1.56M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.8K- 10.33% |
$605K - $652K
|
94K
$5.3M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
540+ 14.33% |
$30.2K - $32.5K
|
4.31K
$243K
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
424+ 1.06% |
$23.7K - $25.5K
|
40.5K
$2.29M
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.92K- 4.75% |
$107K - $116K
|
38.6K
$2.18M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-96.2K- 13.46% |
$5.38M - $5.79M
|
619K
$34.9M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.46K+ 23.05% |
$361K - $389K
|
34.5K
$1.95M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.08KNew |
$172K - $186K
|
3.08K
$174K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-250K- 21.23% |
$14M - $15M
|
927K
$52.3M
|
|
Feb 12, 2025
Q4 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
131KNew |
$7.33M - $7.9M
|
131K
$7.4M
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9.78KNew |
$546K - $589K
|
9.78K
$552K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-162K- 20.22% |
$9.07M - $9.78M
|
641K
$36.2M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
630+ 10.41% |
$35.2K - $37.9K
|
6.68K
$377K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.6K- 9.02% |
$1.82M - $1.96M
|
328K
$18.5M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.56K+ 19.64% |
$199K - $214K
|
21.7K
$1.22M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.41K+ 5.02% |
$135K - $145K
|
50.5K
$2.85M
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
133+ 2.63% |
$7.43K - $8.01K
|
5.18K
$292K
|