Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6M+ 27.59% |
$633M - $636M
|
58.3M
$2.94B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.75M+ 3.22% |
$87.9M - $88.4M
|
56M
$2.82B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.75M+ 3.22% |
$87.9M - $88.4M
|
56M
$2.82B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24M+ 13.51% |
$62M - $62.4M
|
10.4M
$523M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.15MNew |
$57.8M - $58.1M
|
1.15M
$57.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.02M+ 207.52% |
$51.4M - $51.6M
|
1.52M
$76.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
1MNew |
$50.2M - $50.5M
|
1M
$50.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
886K+ 0.0% |
$44.5M - $44.7M
|
886K
$44.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
824K+ 8041.86% |
$41.4M - $41.6M
|
834K
$42M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
641KNew |
$32.2M - $32.4M
|
641K
$32.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
555K+ 30.97% |
$27.9M - $28M
|
2.35M
$118M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
547KNew |
$27.5M - $27.6M
|
547K
$27.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
539KNew |
$27.1M - $27.2M
|
539K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
493K+ 10.52% |
$24.8M - $24.9M
|
5.18M
$261M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
440K+ 781.03% |
$22.1M - $22.2M
|
496K
$25M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
427KNew |
$21.5M - $21.6M
|
427K
$21.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
371K+ 105.52% |
$18.6M - $18.7M
|
722K
$36.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
325K+ 1741.61% |
$16.3M - $16.4M
|
344K
$17.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
318K+ 226.46% |
$16M - $16M
|
458K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
300K+ 24.45% |
$15.1M - $15.1M
|
1.53M
$76.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
295K+ 3073.41% |
$14.8M - $14.9M
|
305K
$15.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
270KNew |
$13.5M - $13.6M
|
270K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
248KNew |
$12.5M - $12.5M
|
248K
$12.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
245K+ 125.35% |
$12.3M - $12.4M
|
440K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
227K+ 41.74% |
$11.4M - $11.5M
|
770K
$38.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
192KNew |
$9.64M - $9.69M
|
192K
$9.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
179K+ 44.35% |
$9.01M - $9.06M
|
584K
$29.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
179K+ 4266.49% |
$9M - $9.04M
|
183K
$9.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
172K+ 42.15% |
$8.65M - $8.69M
|
581K
$29.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
172K+ 32.6% |
$8.64M - $8.69M
|
700K
$35.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
168K+ 38.33% |
$8.44M - $8.48M
|
606K
$30.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
155K+ 1163.01% |
$7.78M - $7.82M
|
168K
$8.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
153K+ 32.48% |
$7.67M - $7.71M
|
623K
$31.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
143K+ 6.93% |
$7.17M - $7.21M
|
2.2M
$111M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
127K+ 9.79% |
$6.36M - $6.4M
|
1.42M
$71.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
121K+ 13.61% |
$6.07M - $6.1M
|
1.01M
$50.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 179.38% |
$5.72M - $5.75M
|
177K
$8.94M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
109K+ 39.32% |
$5.5M - $5.52M
|
388K
$19.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
108KNew |
$5.42M - $5.45M
|
108K
$5.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108K+ 37.46% |
$5.41M - $5.43M
|
395K
$19.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
107K+ 93.72% |
$5.35M - $5.38M
|
220K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
103KNew |
$5.19M - $5.21M
|
103K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
103K+ 289.05% |
$5.17M - $5.2M
|
139K
$6.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
101K+ 57.45% |
$5.09M - $5.11M
|
278K
$14M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
100K+ 6.42% |
$5.04M - $5.06M
|
1.66M
$83.7M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
99.1K+ 14.1% |
$4.98M - $5M
|
802K
$40.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
98.8K+ 389.88% |
$4.96M - $4.99M
|
124K
$6.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
94.7KNew |
$4.75M - $4.78M
|
94.7K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
93.8KNew |
$4.71M - $4.74M
|
93.8K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
91.2K+ 77.38% |
$4.58M - $4.6M
|
209K
$10.5M
|