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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.5K- 29.01% |
$226K - $227K
|
11K
$557K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-4.53K- 13.73% |
$228K - $229K
|
28.5K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.54KClosed |
$228K - $229K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4.55K- 9.31% |
$228K - $230K
|
44.3K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.62K- 19.26% |
$232K - $233K
|
19.4K
$980K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.68K- 8.8% |
$235K - $236K
|
48.5K
$2.45M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.81K- 1.98% |
$241K - $243K
|
238K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-4.81K- 11.41% |
$242K - $243K
|
37.4K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.85K- 3.71% |
$244K - $245K
|
126K
$6.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-5K- 21.91% |
$251K - $252K
|
17.8K
$901K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5K- 48.17% |
$251K - $253K
|
5.38K
$272K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.13K- 52.28% |
$258K - $259K
|
4.69K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.29K- 5.06% |
$266K - $267K
|
99.3K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-5.4K- 14.67% |
$271K - $273K
|
31.4K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.47K- 0.98% |
$275K - $276K
|
554K
$28.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.71K- 25.17% |
$287K - $288K
|
17K
$859K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.71K- 37.31% |
$287K - $288K
|
9.6K
$486K
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-5.84K- 35.02% |
$293K - $295K
|
10.8K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.94K- 6.61% |
$298K - $300K
|
83.9K
$4.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-6.07K- 3.57% |
$305K - $306K
|
164K
$8.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.11K- 3.48% |
$307K - $308K
|
170K
$8.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-6.11K- 1.83% |
$307K - $308K
|
327K
$16.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.18K- 15.49% |
$310K - $312K
|
33.7K
$1.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-6.2K- 8.2% |
$311K - $313K
|
69.4K
$3.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.2K- 25.71% |
$311K - $313K
|
17.9K
$906K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6.42K- 5.37% |
$322K - $324K
|
113K
$5.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-6.43K- 47.3% |
$323K - $325K
|
7.17K
$363K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-6.47K- 9.36% |
$325K - $327K
|
62.7K
$3.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.5K- 48.5% |
$326K - $328K
|
6.9K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.6K- 40.48% |
$331K - $333K
|
9.7K
$491K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.71K- 10.14% |
$337K - $339K
|
59.5K
$3.01M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-6.94K- 25.36% |
$348K - $350K
|
20.4K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.01K- 4.89% |
$352K - $354K
|
136K
$6.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.22K- 7.6% |
$363K - $365K
|
87.8K
$4.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.24K- 14.16% |
$363K - $365K
|
43.9K
$2.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.33K- 17.03% |
$368K - $370K
|
35.7K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-7.44KClosed |
$374K - $376K
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-7.57K- 15.62% |
$380K - $382K
|
40.9K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.69K- 11.66% |
$386K - $388K
|
58.2K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.71K- 6.11% |
$387K - $389K
|
118K
$6M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.82K- 3.05% |
$393K - $395K
|
249K
$12.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-8K- 86.29% |
$402K - $404K
|
1.27K
$64.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8.03K- 6.23% |
$403K - $406K
|
121K
$6.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.11K- 9.46% |
$407K - $409K
|
77.6K
$3.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8.11K- 7.16% |
$407K - $409K
|
105K
$5.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-8.24K- 65.07% |
$414K - $416K
|
4.42K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.3K- 14.65% |
$417K - $419K
|
48.3K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-8.53K- 14.26% |
$428K - $431K
|
51.3K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-8.67K- 5.03% |
$436K - $438K
|
164K
$8.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8.7K- 14.78% |
$437K - $439K
|
50.2K
$2.54M
|