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 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
87.3K+ 71.58% |
$4.38M - $4.41M
|
209K
$10.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
86.7KNew |
$4.35M - $4.38M
|
86.7K
$4.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
81.3K+ 23.88% |
$4.08M - $4.1M
|
422K
$21.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73.8KNew |
$3.7M - $3.72M
|
73.8K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
73.1K+ 6.04% |
$3.67M - $3.69M
|
1.28M
$64.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70.9K+ 36.21% |
$3.56M - $3.58M
|
267K
$13.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.7K+ 14.0% |
$3.3M - $3.32M
|
535K
$27M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
65.5K+ 415.9% |
$3.29M - $3.3M
|
81.2K
$4.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64.4K+ 18038.94% |
$3.23M - $3.25M
|
64.8K
$3.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
57.4K+ 34.31% |
$2.88M - $2.9M
|
225K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
56.9K+ 358.82% |
$2.86M - $2.87M
|
72.7K
$3.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56K+ 2.78% |
$2.81M - $2.83M
|
2.07M
$105M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
55K+ 22.08% |
$2.76M - $2.78M
|
304K
$15.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
53.5K+ 12.65% |
$2.69M - $2.7M
|
476K
$24.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
52.6K+ 14.46% |
$2.64M - $2.66M
|
417K
$21M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52.3K+ 13.77% |
$2.63M - $2.64M
|
432K
$21.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
51.9K+ 3126.1% |
$2.6M - $2.62M
|
53.5K
$2.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
51.7K+ 11.09% |
$2.6M - $2.61M
|
518K
$26.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51K+ 21.23% |
$2.56M - $2.57M
|
291K
$14.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
49.9KNew |
$2.51M - $2.52M
|
49.9K
$2.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
48.9K+ 60.82% |
$2.45M - $2.47M
|
129K
$6.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
47.7K+ 6.26% |
$2.4M - $2.41M
|
810K
$40.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
47.3KNew |
$2.37M - $2.39M
|
47.3K
$2.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
46.8KNew |
$2.35M - $2.36M
|
46.8K
$2.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
46.6K+ 39.52% |
$2.34M - $2.35M
|
165K
$8.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46.3K+ 2.71% |
$2.32M - $2.34M
|
1.75M
$88.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
45.5K+ 32.17% |
$2.28M - $2.3M
|
187K
$9.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
45.5K+ 16.26% |
$2.28M - $2.3M
|
325K
$16.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
45.4K+ 26.41% |
$2.28M - $2.29M
|
217K
$11M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
42.9K+ 36.26% |
$2.15M - $2.16M
|
161K
$8.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
41.8KNew |
$2.1M - $2.11M
|
41.8K
$2.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
41K+ 58.0% |
$2.06M - $2.07M
|
112K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
40.4K+ 14.35% |
$2.03M - $2.04M
|
322K
$16.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
40K+ 6.43% |
$2.01M - $2.02M
|
662K
$33.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39.2K+ 7.44% |
$1.97M - $1.98M
|
567K
$28.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
38.8KNew |
$1.95M - $1.96M
|
38.8K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
38.4K+ 5.91% |
$1.93M - $1.94M
|
688K
$34.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37.9K+ 98.4% |
$1.9M - $1.91M
|
76.4K
$3.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
37.8K+ 151.26% |
$1.9M - $1.91M
|
62.8K
$3.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
37.4K+ 27.73% |
$1.88M - $1.89M
|
172K
$8.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
35.9K+ 41.12% |
$1.8M - $1.81M
|
123K
$6.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
35.5KNew |
$1.78M - $1.79M
|
35.5K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35.1KNew |
$1.76M - $1.77M
|
35.1K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
34.5KNew |
$1.73M - $1.74M
|
34.5K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
34.5K+ 3.46% |
$1.73M - $1.74M
|
1.03M
$52.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
34K+ 6.24% |
$1.71M - $1.71M
|
578K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
33.7K+ 7.72% |
$1.69M - $1.7M
|
470K
$23.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
33.1K+ 7.71% |
$1.66M - $1.67M
|
462K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32.6KNew |
$1.64M - $1.64M
|
32.6K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
32.4K+ 24.44% |
$1.63M - $1.64M
|
165K
$8.33M
|