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 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3+ 0.02% |
$168 - $181
|
17.4K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.3KNew |
$408K - $440K
|
7.3K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.19K- 99.92% |
$290K - $312K
|
4
$239
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.27K- 3.16% |
$350K - $377K
|
192K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
109New |
$6.09K - $6.56K
|
109
$6.52K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.32K+ 17.19% |
$130K - $140K
|
15.8K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.4K- 8.71% |
$1.08M - $1.17M
|
203K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.05KNew |
$282K - $304K
|
5.05K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6New |
$335 - $361
|
6
$359
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.1K+ 14.2% |
$1.18M - $1.27M
|
170K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.22K+ 2.93% |
$180K - $194K
|
113K
$6.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-140- 2.17% |
$7.82K - $8.43K
|
6.32K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
906+ 7.86% |
$50.6K - $54.6K
|
12.4K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6KNew |
$335K - $361K
|
6K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-35.2K- 18.12% |
$1.97M - $2.12M
|
159K
$9.52M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-28.1K- 35.95% |
$1.57M - $1.69M
|
50K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.22K+ 23.84% |
$124K - $133K
|
11.5K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11K+ 53.57% |
$614K - $661K
|
31.5K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.59K+ 1.19% |
$145K - $156K
|
220K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 7.63% |
$62.7K - $67.6K
|
13.6K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12.2K- 2.42% |
$683K - $736K
|
494K
$29.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 0.27% |
$66.2K - $71.4K
|
433K
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20K+ 5.8% |
$1.12M - $1.2M
|
364K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63.4K- 33.39% |
$3.54M - $3.81M
|
126K
$7.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.03K- 7.14% |
$225K - $243K
|
52.4K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 31.95% |
$167K - $179K
|
6.35K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.9K+ 13.31% |
$777K - $837K
|
118K
$7.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-126- 2.57% |
$7.04K - $7.59K
|
4.77K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.45K- 45.5% |
$360K - $388K
|
7.72K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-204K- 7.94% |
$11.4M - $12.3M
|
2.37M
$142M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.76K- 35.12% |
$210K - $226K
|
6.94K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.6KNew |
$930K - $1M
|
16.6K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
231+ 190.91% |
$12.9K - $13.9K
|
352
$21K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.81KNew |
$325K - $350K
|
5.81K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-415- 53.76% |
$23.2K - $25K
|
357
$21.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.6K- 20.99% |
$705K - $760K
|
47.5K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 14.28% |
$66.4K - $71.6K
|
9.52K
$569K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.64K- 30.63% |
$259K - $279K
|
10.5K
$629K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
171K+ 70.23% |
$9.58M - $10.3M
|
416K
$24.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.12K- 1.78% |
$62.7K - $67.6K
|
62.1K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.28K- 4.28% |
$127K - $137K
|
51K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.8K- 1.57% |
$212K - $228K
|
238K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.24K- 3.88% |
$125K - $135K
|
55.5K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
151New |
$8.43K - $9.09K
|
151
$9.03K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.9K+ 2.87% |
$218K - $235K
|
140K
$8.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
495K+ 57.45% |
$27.6M - $29.8M
|
1.36M
$81.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-410K- 48.65% |
$22.9M - $24.7M
|
433K
$25.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-56- 0.61% |
$3.13K - $3.37K
|
9.2K
$550K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-190- 2.91% |
$10.6K - $11.4K
|
6.33K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
10.5K+ 17.33% |
$589K - $635K
|
71.4K
$4.27M
|