Purchases and Sales Made in Q1 2024 in Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Ultra Short I (JPST) during Q1 2024. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR ULTRA-SHORT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6- 0.11% |
$301 - $303
|
5.36K
$271K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 0.57% |
$553 - $555
|
1.92K
$96.9K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20- 0.23% |
$1K - $1.01K
|
8.66K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-27- 1.6% |
$1.36K - $1.36K
|
1.66K
$83.8K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-30- 0.67% |
$1.51K - $1.51K
|
4.45K
$225K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-47- 3.04% |
$2.36K - $2.37K
|
1.5K
$75.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-53- 1.09% |
$2.66K - $2.68K
|
4.79K
$242K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-60- 3.21% |
$3.01K - $3.03K
|
1.81K
$91.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-74- 1.55% |
$3.72K - $3.74K
|
4.71K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-87- 18.16% |
$4.37K - $4.39K
|
392
$19.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-99- 0.23% |
$4.97K - $5K
|
43.1K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-100- 0.82% |
$5.02K - $5.05K
|
12K
$608K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-100- 0.35% |
$5.02K - $5.05K
|
28.1K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-100- 1.17% |
$5.02K - $5.05K
|
8.48K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-121- 2.14% |
$6.08K - $6.11K
|
5.53K
$279K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-126- 2.82% |
$6.33K - $6.36K
|
4.35K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-135- 3.06% |
$6.78K - $6.82K
|
4.28K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-139Closed |
$6.98K - $7.02K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-145- 2.93% |
$7.28K - $7.32K
|
4.8K
$243K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-156- 0.55% |
$7.84K - $7.88K
|
28.2K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-170- 1.01% |
$8.54K - $8.58K
|
16.7K
$843K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-178- 3.2% |
$8.94K - $8.99K
|
5.38K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-187- 2.45% |
$9.39K - $9.44K
|
7.44K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-194- 0.59% |
$9.74K - $9.8K
|
32.4K
$1.64M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-200- 2.41% |
$10K - $10.1K
|
8.1K
$409K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-200- 1.43% |
$10K - $10.1K
|
13.8K
$698K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-203- 2.68% |
$10.2K - $10.2K
|
7.38K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-205- 0.77% |
$10.3K - $10.4K
|
26.5K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-209- 1.85% |
$10.5K - $10.6K
|
11.1K
$559K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-217- 3.32% |
$10.9K - $11K
|
6.33K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-234- 0.28% |
$11.8K - $11.8K
|
82.6K
$4.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-254- 4.53% |
$12.8K - $12.8K
|
5.35K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-269- 1.63% |
$13.5K - $13.6K
|
16.3K
$821K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-294- 50.0% |
$14.8K - $14.8K
|
294
$14.9K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-303- 0.22% |
$15.2K - $15.3K
|
138K
$6.97M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-305- 0.7% |
$15.3K - $15.4K
|
43.2K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-308- 1.8% |
$15.5K - $15.6K
|
16.8K
$850K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-317- 43.07% |
$15.9K - $16K
|
419
$21.2K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-318- 3.82% |
$16K - $16.1K
|
8.02K
$405K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-320- 3.91% |
$16.1K - $16.2K
|
7.86K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-350- 1.7% |
$17.6K - $17.7K
|
20.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-387- 35.09% |
$19.4K - $19.5K
|
716
$36.2K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-409- 3.63% |
$20.5K - $20.7K
|
10.9K
$549K
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-418- 7.84% |
$21K - $21.1K
|
4.91K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-419- 13.27% |
$21K - $21.2K
|
2.74K
$138K
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-424- 4.75% |
$21.3K - $21.4K
|
8.5K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-433- 5.03% |
$21.7K - $21.9K
|
8.17K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-434- 0.84% |
$21.8K - $21.9K
|
51.1K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-480- 1.26% |
$24.1K - $24.2K
|
37.6K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-502- 0.93% |
$25.2K - $25.3K
|
53.2K
$2.69M
|