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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 41.38% |
$1.23K - $1.36K
|
82
$4.63K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200+ 40.0% |
$10.3K - $11.3K
|
700
$39.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.84KNew |
$197K - $217K
|
3.84K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
4.06KNew |
$208K - $230K
|
4.06K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.11KNew |
$467K - $515K
|
9.11K
$514K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.9KNew |
$200K - $221K
|
3.9K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-125K- 96.1% |
$6.4M - $7.06M
|
5.07K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.96K- 10.24% |
$101K - $111K
|
17.2K
$971K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.1K+ 8.4% |
$2.98M - $3.29M
|
749K
$42.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.5K+ 19.56% |
$2.49M - $2.74M
|
296K
$16.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-42.6K- 86.06% |
$2.18M - $2.41M
|
6.9K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
11.9KNew |
$612K - $675K
|
11.9K
$673K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.66KNew |
$187K - $207K
|
3.66K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
114+ 158.33% |
$5.85K - $6.45K
|
186
$10.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-5.05K- 77.26% |
$259K - $286K
|
1.49K
$83.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-439- 9.43% |
$22.5K - $24.8K
|
4.22K
$238K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17K- 99.63% |
$870K - $959K
|
63
$3.55K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-52.9K- 12.22% |
$2.63M - $2.83M
|
380K
$21.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-797- 50.0% |
$39.7K - $42.6K
|
797
$45K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
11.6K+ 23.51% |
$578K - $620K
|
61K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.47K+ 10.83% |
$223K - $239K
|
45.8K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.9KNew |
$1.44M - $1.54M
|
28.9K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.5K- 50.95% |
$870K - $934K
|
16.8K
$949K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82.7K- 95.61% |
$4.12M - $4.42M
|
3.79K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.55KNew |
$276K - $297K
|
5.55K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
636New |
$31.7K - $34K
|
636
$35.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.24KNew |
$311K - $334K
|
6.24K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
818New |
$40.7K - $43.7K
|
818
$46.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.47KNew |
$272K - $292K
|
5.47K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-140K- 40.08% |
$6.99M - $7.5M
|
210K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.7K+ 21.73% |
$732K - $786K
|
82.4K
$4.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
3.5KNew |
$174K - $187K
|
3.5K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-6.26K- 47.13% |
$312K - $334K
|
7.02K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
245New |
$12.2K - $13.1K
|
245
$13.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.85K- 60.64% |
$92.2K - $99K
|
1.2K
$67.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.46K+ 5768.9% |
$471K - $506K
|
9.63K
$543K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
359New |
$17.9K - $19.2K
|
359
$20.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-16.5K- 60.88% |
$819K - $880K
|
10.6K
$597K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
8.6K+ 68.75% |
$428K - $460K
|
21.1K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
271New |
$13.5K - $14.5K
|
271
$15.3K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-246- 28.87% |
$12.2K - $13.1K
|
606
$34.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
675New |
$33.6K - $36.1K
|
675
$38.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
39.6KNew |
$1.97M - $2.11M
|
39.6K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.04% |
$49.8 - $53.4
|
2.63K
$149K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
85.6K+ 15.6% |
$4.26M - $4.58M
|
634K
$35.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.93KNew |
$146K - $156K
|
2.93K
$165K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-497- 5.84% |
$24.7K - $26.6K
|
8.02K
$452K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.64KNew |
$430K - $462K
|
8.64K
$487K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
314New |
$15.6K - $16.8K
|
314
$17.7K
|
|