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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
783+ 2.29% |
$43.7K - $47.1K
|
35K
$2.1M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34K+ 5.18% |
$1.9M - $2.05M
|
691K
$41.3M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.78KNew |
$267K - $288K
|
4.78K
$286K
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.29KNew |
$463K - $499K
|
8.29K
$496K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
16.5K+ 2.67% |
$920K - $992K
|
634K
$37.9M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-35.3K- 33.02% |
$1.97M - $2.13M
|
71.6K
$4.28M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
343New |
$19.2K - $20.7K
|
343
$20.5K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.02KNew |
$224K - $242K
|
4.02K
$240K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
86.4KNew |
$4.82M - $5.2M
|
86.4K
$5.16M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
23.5K+ 11.78% |
$1.31M - $1.42M
|
223K
$13.4M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.42K+ 13.94% |
$414K - $446K
|
60.6K
$3.62M
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
15.2K+ 13.26% |
$848K - $914K
|
130K
$7.75M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.7K- 18.67% |
$262K - $283K
|
20.5K
$1.22M
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.77K+ 3.6% |
$546K - $588K
|
281K
$16.8M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
319New |
$17.8K - $19.2K
|
319
$19.1K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.1M+ 21.57% |
$61.7M - $66.5M
|
6.22M
$372M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.53K+ 1.21% |
$85.4K - $92.1K
|
128K
$7.67M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.26K+ 0.56% |
$126K - $136K
|
404K
$24.1M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.03K- 6.02% |
$113K - $122K
|
31.7K
$1.9M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.58KNew |
$200K - $216K
|
3.58K
$214K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.85K+ 4.44% |
$271K - $292K
|
114K
$6.83M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-66- 33.67% |
$3.69K - $3.97K
|
130
$7.77K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.28KNew |
$351K - $378K
|
6.28K
$375K
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
20.4KNew |
$1.14M - $1.23M
|
20.4K
$1.22M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
7.44K+ 4.64% |
$416K - $448K
|
168K
$10M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.31K- 21.87% |
$129K - $139K
|
8.24K
$493K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.5KNew |
$196K - $211K
|
3.5K
$209K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-226- 2.73% |
$12.6K - $13.6K
|
8.07K
$482K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.61K+ 14.74% |
$202K - $217K
|
28.1K
$1.68M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.41KNew |
$358K - $386K
|
6.41K
$383K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.51K- 2.29% |
$140K - $151K
|
107K
$6.38M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.32K+ 3.58% |
$73.7K - $79.5K
|
38.2K
$2.29M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
828New |
$46.3K - $49.9K
|
828
$49.5K
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.61KNew |
$425K - $458K
|
7.61K
$455K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.36K- 35.42% |
$244K - $263K
|
7.96K
$476K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.12K+ 6.67% |
$119K - $128K
|
34K
$2.03M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-291- 7.06% |
$16.3K - $17.5K
|
3.83K
$229K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.24KNew |
$348K - $375K
|
6.24K
$373K
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-32.5K- 21.05% |
$1.81M - $1.96M
|
122K
$7.28M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.77K+ 2.07% |
$155K - $167K
|
137K
$8.17M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-300- 2.61% |
$16.8K - $18.1K
|
11.2K
$670K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.6K+ 1.47% |
$647K - $698K
|
797K
$47.7M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.7K+ 6.4% |
$151K - $163K
|
44.9K
$2.69M
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-36- 0.3% |
$2.01K - $2.17K
|
11.9K
$714K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.01KNew |
$168K - $181K
|
3.01K
$180K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.5K+ 44.86% |
$1.59M - $1.72M
|
92.1K
$5.51M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.41K- 1.36% |
$134K - $145K
|
175K
$10.5M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.81K- 1.03% |
$101K - $109K
|
174K
$10.4M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
23.5K+ 7.72% |
$1.31M - $1.42M
|
328K
$19.6M
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.61K- 4.72% |
$425K - $458K
|
154K
$9.18M
|