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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 34.9% |
$75.3K - $75.7K
|
2.8K
$141K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.56K- 3.03% |
$78.6K - $79K
|
50.1K
$2.52M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.61K- 0.18% |
$80.9K - $81.3K
|
889K
$44.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.61K- 24.63% |
$81K - $81.4K
|
4.93K
$249K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-1.63K- 6.12% |
$81.7K - $82.1K
|
25K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.64K- 5.08% |
$82.5K - $83K
|
30.7K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.66K- 1.87% |
$83.4K - $83.9K
|
87K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.67K- 23.28% |
$83.7K - $84.2K
|
5.49K
$277K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.7K- 20.77% |
$85.4K - $85.8K
|
6.48K
$327K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.71K- 5.41% |
$86K - $86.4K
|
29.9K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.74K- 1.0% |
$87.6K - $88.1K
|
172K
$8.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.76K- 18.8% |
$88.4K - $88.9K
|
7.6K
$383K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.78K- 10.65% |
$89.3K - $89.7K
|
14.9K
$751K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.82K- 3.47% |
$91.5K - $91.9K
|
50.6K
$2.55M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.84K- 7.56% |
$92.3K - $92.8K
|
22.5K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.88K- 7.28% |
$94.5K - $95K
|
24K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.91K- 6.99% |
$96.1K - $96.6K
|
25.5K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 30.55% |
$96.4K - $96.9K
|
4.36K
$220K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.92K- 2.71% |
$96.6K - $97.1K
|
69.1K
$3.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.95K- 2.8% |
$98.1K - $98.7K
|
67.9K
$3.42M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.99K- 6.04% |
$99.9K - $100K
|
30.9K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2K- 46.03% |
$100K - $101K
|
2.34K
$118K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-2K- 27.74% |
$100K - $101K
|
5.21K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-2.03K- 7.01% |
$102K - $102K
|
26.9K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.03K- 20.87% |
$102K - $103K
|
7.71K
$388K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.07K- 4.23% |
$104K - $105K
|
46.8K
$2.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2.19K- 9.42% |
$110K - $111K
|
21.1K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.24K- 8.9% |
$112K - $113K
|
22.9K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.25K- 15.35% |
$113K - $113K
|
12.4K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.3K- 19.05% |
$116K - $116K
|
9.78K
$493K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2.31K- 17.72% |
$116K - $117K
|
10.7K
$540K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 16.82% |
$116K - $117K
|
11.4K
$575K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.31K- 39.73% |
$116K - $117K
|
3.51K
$177K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.37K- 2.71% |
$119K - $119K
|
85K
$4.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.37K- 14.73% |
$119K - $119K
|
13.7K
$690K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 0.72% |
$121K - $121K
|
333K
$16.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.41K- 16.13% |
$121K - $122K
|
12.5K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.48K- 2.69% |
$125K - $125K
|
89.9K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.5K- 8.49% |
$125K - $126K
|
26.9K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.52K- 23.32% |
$127K - $127K
|
8.28K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.53K- 2.11% |
$127K - $128K
|
118K
$5.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.53K- 29.29% |
$127K - $128K
|
6.11K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.61K- 16.36% |
$131K - $132K
|
13.3K
$671K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.65K- 1.17% |
$133K - $134K
|
225K
$11.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.67K- 5.51% |
$134K - $135K
|
45.7K
$2.3M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-2.71K- 4.71% |
$136K - $137K
|
54.8K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.71K- 51.89% |
$136K - $137K
|
2.52K
$127K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.72K- 1.41% |
$136K - $137K
|
189K
$9.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.81K- 2.06% |
$141K - $142K
|
133K
$6.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.85K- 1.4% |
$143K - $144K
|
201K
$10.1M
|