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
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-9.79K- 56.24% |
$492K - $494K
|
7.62K
$384K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-9.86K- 2.41% |
$495K - $498K
|
400K
$20.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-9.88K- 18.45% |
$496K - $499K
|
43.7K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10.2K- 3.23% |
$512K - $515K
|
306K
$15.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-10.3K- 7.36% |
$517K - $519K
|
129K
$6.53M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-10.6K- 31.9% |
$534K - $537K
|
22.7K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-10.8K- 48.01% |
$545K - $547K
|
11.7K
$592K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-11.9K- 26.49% |
$597K - $600K
|
33K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-12K- 37.93% |
$603K - $606K
|
19.6K
$990K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.2K- 7.37% |
$615K - $618K
|
154K
$7.76M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.4K- 51.92% |
$622K - $625K
|
11.5K
$578K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12.8K- 20.71% |
$642K - $645K
|
48.9K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.8K- 33.62% |
$644K - $648K
|
25.3K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-12.9K- 4.45% |
$650K - $654K
|
278K
$14M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-13.1K- 15.75% |
$656K - $659K
|
69.8K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-13.1K- 6.47% |
$656K - $659K
|
189K
$9.51M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.1K- 2.06% |
$659K - $662K
|
622K
$31.4M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.1K- 2.35% |
$660K - $663K
|
547K
$27.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-13.3K- 9.82% |
$667K - $671K
|
122K
$6.15M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-13.9K- 10.55% |
$699K - $703K
|
118K
$5.95M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.9K- 13.37% |
$699K - $703K
|
90.2K
$4.55M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-13.9K- 4.27% |
$700K - $704K
|
312K
$15.8M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-13.9K- 40.33% |
$701K - $704K
|
20.6K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-14K- 18.46% |
$704K - $708K
|
61.9K
$3.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-14.6K- 35.35% |
$734K - $738K
|
26.7K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-14.8K- 4.42% |
$741K - $745K
|
319K
$16.1M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-15K- 22.74% |
$756K - $760K
|
51.1K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15.1K- 78.34% |
$758K - $762K
|
4.17K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-15.1K- 14.17% |
$758K - $762K
|
91.4K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-15.2K- 39.98% |
$763K - $767K
|
22.8K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-15.3K- 50.0% |
$767K - $771K
|
15.3K
$770K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-15.5K- 21.58% |
$778K - $782K
|
56.3K
$2.84M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-15.7K- 9.76% |
$790K - $794K
|
145K
$7.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16K- 26.77% |
$803K - $807K
|
43.7K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 41.92% |
$810K - $814K
|
22.3K
$1.13M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-16.2K- 30.33% |
$811K - $815K
|
37.1K
$1.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-16.8K- 46.63% |
$845K - $850K
|
19.3K
$971K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17K- 30.1% |
$856K - $861K
|
39.6K
$2M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-17.1K- 17.1% |
$858K - $862K
|
82.8K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-17.2K- 10.86% |
$862K - $866K
|
141K
$7.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.4K- 5.73% |
$872K - $877K
|
286K
$14.4M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-17.4K- 22.2% |
$874K - $878K
|
61K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-17.6K- 15.89% |
$885K - $889K
|
93.2K
$4.7M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.7K- 34.56% |
$891K - $896K
|
33.6K
$1.69M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-17.8K- 15.71% |
$893K - $897K
|
95.3K
$4.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-17.9K- 61.03% |
$898K - $902K
|
11.4K
$575K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-18.3K- 46.41% |
$921K - $925K
|
21.2K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-18.4K- 18.15% |
$924K - $928K
|
82.9K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18.8K- 3.41% |
$945K - $950K
|
533K
$26.9M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.8K- 48.36% |
$946K - $950K
|
20.1K
$1.01M
|