Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S QUALITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-79- 1.33% |
$3.72K - $4.18K
|
5.86K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-102- 0.82% |
$4.8K - $5.39K
|
12.4K
$735K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-111- 0.43% |
$5.22K - $5.87K
|
25.4K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-133- 0.63% |
$6.26K - $7.03K
|
21.1K
$1.25M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-155- 58.05% |
$7.29K - $8.19K
|
112
$6.66K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-166- 57.64% |
$7.81K - $8.78K
|
122
$7.25K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-207- 0.65% |
$9.74K - $10.9K
|
31.6K
$1.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-211- 0.35% |
$9.93K - $11.2K
|
59.6K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-261- 1.44% |
$12.3K - $13.8K
|
17.8K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-305- 3.49% |
$14.4K - $16.1K
|
8.44K
$501K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-329- 2.6% |
$15.5K - $17.4K
|
12.3K
$731K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-387- 4.14% |
$18.2K - $20.5K
|
8.97K
$533K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-636- 3.44% |
$29.9K - $33.6K
|
17.9K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-690- 4.37% |
$32.5K - $36.5K
|
15.1K
$897K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-802- 1.72% |
$37.7K - $42.4K
|
45.7K
$2.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-853- 10.54% |
$40.1K - $45.1K
|
7.24K
$430K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-899- 7.46% |
$42.3K - $47.5K
|
11.1K
$662K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-992- 2.1% |
$46.7K - $52.4K
|
46.3K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.3K- 3.08% |
$61.4K - $68.9K
|
41K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.44K- 32.01% |
$67.7K - $76K
|
3.05K
$181K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.57K- 4.65% |
$73.8K - $83K
|
32.1K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 29.0% |
$75.3K - $84.6K
|
3.92K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.01K- 1.71% |
$94.7K - $106K
|
116K
$6.87M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.02K- 32.24% |
$95.2K - $107K
|
4.25K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 0.27% |
$104K - $117K
|
829K
$49.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.22K- 0.72% |
$104K - $117K
|
305K
$18.1M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.73K- 9.36% |
$129K - $144K
|
26.5K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.14K- 6.79% |
$148K - $166K
|
43.1K
$2.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.28K- 8.56% |
$154K - $173K
|
35K
$2.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.4K- 16.61% |
$160K - $180K
|
17.1K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.45K- 41.22% |
$162K - $182K
|
4.92K
$292K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.86K- 4.36% |
$229K - $257K
|
107K
$6.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.91K- 23.53% |
$231K - $260K
|
16K
$948K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.12K- 30.03% |
$241K - $271K
|
11.9K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.22K- 4.04% |
$245K - $276K
|
124K
$7.36M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.63K- 1.13% |
$265K - $298K
|
494K
$29.3M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.79K- 0.5% |
$272K - $306K
|
1.16M
$68.8M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.38K- 6.47% |
$300K - $337K
|
92.1K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.42K- 3.22% |
$302K - $339K
|
193K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-8.08K- 5.99% |
$380K - $427K
|
127K
$7.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.11K- 8.21% |
$382K - $429K
|
90.7K
$5.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-8.58K- 30.99% |
$404K - $453K
|
19.1K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10K- 65.88% |
$471K - $529K
|
5.18K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.4K- 21.48% |
$536K - $602K
|
41.6K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12.1K- 2.24% |
$570K - $641K
|
529K
$31.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-14.2K- 13.61% |
$669K - $751K
|
90.2K
$5.36M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-14.9K- 23.51% |
$702K - $788K
|
48.5K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-14.9K- 11.43% |
$702K - $789K
|
116K
$6.87M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-15.8K- 8.54% |
$743K - $835K
|
169K
$10.1M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.8K- 3.41% |
$745K - $837K
|
449K
$26.7M
|