Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.12K+ 6.67% |
$119K - $128K
|
34K
$2.03M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.87KNew |
$104K - $113K
|
1.87K
$112K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.62K+ 15.11% |
$90.4K - $97.5K
|
12.3K
$737K
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.53K+ 1.21% |
$85.4K - $92.1K
|
128K
$7.67M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.32K+ 3.58% |
$73.7K - $79.5K
|
38.2K
$2.29M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.3K+ 26.98% |
$72.8K - $78.5K
|
6.13K
$367K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.28K+ 3.9% |
$71.6K - $77.1K
|
34.2K
$2.04M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 14.28% |
$66.4K - $71.6K
|
9.52K
$569K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
964New |
$53.8K - $58K
|
964
$57.6K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
906+ 7.86% |
$50.6K - $54.6K
|
12.4K
$744K
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
849+ 6.26% |
$47.4K - $51.1K
|
14.4K
$862K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
828New |
$46.3K - $49.9K
|
828
$49.5K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
783+ 2.29% |
$43.7K - $47.1K
|
35K
$2.1M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
737+ 3.24% |
$41.2K - $44.4K
|
23.5K
$1.41M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
550+ 45.83% |
$30.7K - $33.1K
|
1.75K
$105K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
479New |
$26.8K - $28.8K
|
479
$28.6K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
420New |
$23.5K - $25.3K
|
420
$25.1K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
382New |
$21.3K - $23K
|
382
$22.8K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
343New |
$19.2K - $20.7K
|
343
$20.5K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
330New |
$18.4K - $19.9K
|
330
$19.7K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
319New |
$17.8K - $19.2K
|
319
$19.1K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
312New |
$17.4K - $18.8K
|
312
$18.7K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
231+ 190.91% |
$12.9K - $13.9K
|
352
$21K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
201+ 1.08% |
$11.2K - $12.1K
|
18.9K
$1.13M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
151New |
$8.43K - $9.09K
|
151
$9.03K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
139+ 0.7% |
$7.76K - $8.37K
|
20K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
109New |
$6.09K - $6.56K
|
109
$6.52K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
74+ 0.82% |
$4.13K - $4.46K
|
9.09K
$543K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
37+ 22.7% |
$2.07K - $2.23K
|
200
$12K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24New |
$1.34K - $1.45K
|
24
$1.44K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13+ 0.06% |
$726 - $783
|
20.9K
$1.25M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.18% |
$503 - $542
|
4.91K
$293K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6New |
$335 - $361
|
6
$359
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3+ 0.02% |
$168 - $181
|
17.4K
$1.04M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1New |
$55.9 - $60.2
|
1
$59.8
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 2.49% |
$894 - $963
|
627
$37.5K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 14.81% |
$1.56K - $1.69K
|
161
$9.63K
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-36- 0.3% |
$2.01K - $2.17K
|
11.9K
$714K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-56- 0.61% |
$3.13K - $3.37K
|
9.2K
$550K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-60- 49.18% |
$3.35K - $3.61K
|
62
$3.71K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-66- 33.67% |
$3.69K - $3.97K
|
130
$7.77K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-98- 1.67% |
$5.47K - $5.9K
|
5.76K
$345K
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-126- 2.57% |
$7.04K - $7.59K
|
4.77K
$285K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-140- 2.17% |
$7.82K - $8.43K
|
6.32K
$378K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-184- 1.0% |
$10.3K - $11.1K
|
18.3K
$1.09M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-190- 2.91% |
$10.6K - $11.4K
|
6.33K
$379K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-226- 2.73% |
$12.6K - $13.6K
|
8.07K
$482K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-287- 5.37% |
$16K - $17.3K
|
5.06K
$302K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-291- 7.06% |
$16.3K - $17.5K
|
3.83K
$229K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-300- 2.61% |
$16.8K - $18.1K
|
11.2K
$670K
|