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 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.88K- 35.56% |
$145K - $145K
|
5.22K
$263K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.88K- 35.56% |
$145K - $145K
|
5.22K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.9K- 3.34% |
$145K - $146K
|
83.8K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.91K- 30.03% |
$146K - $147K
|
6.78K
$342K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.92K- 10.66% |
$147K - $148K
|
24.5K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2.98K- 2.29% |
$150K - $150K
|
127K
$6.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.98K- 19.57% |
$150K - $151K
|
12.3K
$618K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.01K- 3.25% |
$151K - $152K
|
89.7K
$4.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.16K- 2.43% |
$159K - $159K
|
127K
$6.4M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.21K- 4.64% |
$161K - $162K
|
65.9K
$3.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.21K- 8.98% |
$161K - $162K
|
32.6K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-3.25K- 5.38% |
$163K - $164K
|
57.2K
$2.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.3K- 30.56% |
$166K - $167K
|
7.5K
$378K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.36K- 29.25% |
$169K - $169K
|
8.12K
$409K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.36K- 2.5% |
$169K - $170K
|
131K
$6.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-3.37K- 41.21% |
$169K - $170K
|
4.8K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 1.83% |
$175K - $175K
|
187K
$9.41M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.53K- 10.02% |
$177K - $178K
|
31.7K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.53K- 3.28% |
$178K - $178K
|
104K
$5.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.66K- 17.01% |
$184K - $185K
|
17.8K
$899K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-3.69K- 1.03% |
$185K - $186K
|
354K
$17.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.7K- 0.41% |
$186K - $187K
|
898K
$45.2M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-3.73K- 8.11% |
$187K - $188K
|
42.3K
$2.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.81K- 19.93% |
$191K - $192K
|
15.3K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.9K- 5.0% |
$196K - $197K
|
74K
$3.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.91K- 4.92% |
$196K - $197K
|
75.5K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.91K- 12.81% |
$196K - $197K
|
26.6K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.96K- 4.42% |
$199K - $200K
|
85.7K
$4.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3.97K- 1.25% |
$199K - $200K
|
315K
$15.9M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.11K- 69.94% |
$206K - $207K
|
1.76K
$88.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 7.55% |
$209K - $210K
|
50.9K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.25K- 0.42% |
$213K - $215K
|
998K
$50.3M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.29K- 33.36% |
$215K - $216K
|
8.56K
$431K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.49K- 49.9% |
$226K - $227K
|
4.51K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.58K- 8.21% |
$230K - $231K
|
51.1K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.77K- 9.68% |
$239K - $241K
|
44.5K
$2.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.83K- 6.9% |
$243K - $244K
|
65.2K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.96K- 47.06% |
$249K - $250K
|
5.58K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.97K- 19.52% |
$250K - $251K
|
20.5K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-5K- 28.04% |
$251K - $253K
|
12.8K
$647K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-5.08K- 39.94% |
$255K - $256K
|
7.64K
$385K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5.08K- 5.91% |
$255K - $257K
|
80.9K
$4.07M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.09K- 3.27% |
$256K - $257K
|
151K
$7.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.17K- 6.51% |
$259K - $261K
|
74.2K
$3.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-5.25K- 12.11% |
$264K - $265K
|
38.1K
$1.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.27K- 29.97% |
$265K - $266K
|
12.3K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.32K- 1.38% |
$267K - $269K
|
380K
$19.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.36K- 24.19% |
$269K - $271K
|
16.8K
$846K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.37K- 1.71% |
$270K - $271K
|
308K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.42K- 4.43% |
$272K - $274K
|
117K
$5.89M
|