Institutional Ownership 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). We have compiled data on the 448 institutions that hold shares in the stock, with a total of 83.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
719,666
shares
|
$44.6 Million
5.91% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
695,154
shares
|
$43.1 Million
5.98% of portfolio
|
Q3 2025
Added 32.83%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
694,562
shares
|
$43.1 Million
1.55% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
654,676
shares
|
$40.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
645,295
shares
|
$40 Million
7.79% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
640,580
shares
|
$39.7 Million
12.45% of portfolio
|
Q3 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
634,321
shares
|
$39.3 Million
8.61% of portfolio
|
Q2 2024
Added 15.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
633,570
shares
|
$39.3 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
623,242
shares
|
$38.6 Million
2.09% of portfolio
|
Q3 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
616,056
shares
|
$38.2 Million
0.05% of portfolio
|
Q3 2025
Added 24.84%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Dec 08, 2025 Q3 2025 |
591,126
shares
|
$36.7 Million
19.55% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
536,313
shares
|
$33.3 Million
2.73% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
528,475
shares
|
$32.8 Million
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
517,321
shares
|
$32.1 Million
13.49% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
505,366
shares
|
$31.3 Million
3.76% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
500,479
shares
|
$31 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
497,901
shares
|
$30.9 Million
0.09% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
490,413
shares
|
$30.4 Million
0.38% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
489,969
shares
|
$30.4 Million
0.24% of portfolio
|
Q3 2025
Added 18.31%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
466,313
shares
|
$28.9 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
439,621
shares
|
$27.3 Million
0.06% of portfolio
|
Q3 2025
Added 155.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
421,755
shares
|
$26.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
407,155
shares
|
$25.2 Million
0.35% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
401,081
shares
|
$24.9 Million
1.75% of portfolio
|
Q3 2025
Added 266.66%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
393,500
shares
|
$24.4 Million
0.04% of portfolio
|
Q3 2025
Added 66.38%
|
|