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 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
16.4K+ 6.72% |
$822K - $826K
|
260K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.4KNew |
$822K - $826K
|
16.4K
$826K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
15.3K+ 4.91% |
$771K - $775K
|
328K
$16.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 9.49% |
$770K - $774K
|
177K
$8.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 39.38% |
$761K - $765K
|
53.6K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15.1K+ 10.21% |
$758K - $762K
|
163K
$8.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6K+ 0.41% |
$734K - $738K
|
3.62M
$183M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
14.5K+ 47.34% |
$729K - $733K
|
45.2K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14.1K+ 32.86% |
$709K - $713K
|
57.1K
$2.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
14K+ 1.8% |
$705K - $709K
|
796K
$40.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.7K+ 30.63% |
$689K - $693K
|
58.5K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.7K+ 20.0% |
$687K - $690K
|
82.1K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13.6K+ 20.99% |
$685K - $688K
|
78.6K
$3.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.4K+ 8.53% |
$673K - $677K
|
171K
$8.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.3K+ 14.51% |
$669K - $672K
|
105K
$5.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13K+ 34.63% |
$653K - $657K
|
50.6K
$2.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$650K - $653K
|
12.9K
$654K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
12.9K+ 16.0% |
$650K - $653K
|
93.8K
$4.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.8KNew |
$643K - $646K
|
12.8K
$647K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.7K+ 15.54% |
$639K - $642K
|
94.5K
$4.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 44.93% |
$636K - $639K
|
40.9K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$634K - $638K
|
12.6K
$638K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12.6K+ 19.48% |
$631K - $634K
|
77K
$3.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5K+ 48.63% |
$630K - $633K
|
38.3K
$1.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.5K+ 26.52% |
$626K - $629K
|
59.4K
$3M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.4KNew |
$624K - $627K
|
12.4K
$627K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
12.2K+ 646.23% |
$615K - $618K
|
14.1K
$714K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
12.2KNew |
$612K - $615K
|
12.2K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
12.1K+ 5.4% |
$608K - $611K
|
236K
$11.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.9K+ 10.67% |
$597K - $600K
|
123K
$6.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.5K+ 14.3% |
$577K - $580K
|
91.8K
$4.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
11.5K+ 29.13% |
$576K - $579K
|
50.8K
$2.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
11.4K+ 6.04% |
$574K - $577K
|
201K
$10.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
11.3K+ 17.52% |
$569K - $572K
|
75.9K
$3.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.3KNew |
$567K - $570K
|
11.3K
$570K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11.3K+ 26.9% |
$566K - $569K
|
53.2K
$2.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11K+ 7.05% |
$555K - $558K
|
168K
$8.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.9KNew |
$545K - $548K
|
10.9K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.8K+ 47.55% |
$542K - $544K
|
33.5K
$1.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10.8K+ 14.44% |
$541K - $544K
|
85.4K
$4.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
10.7K+ 212.36% |
$539K - $542K
|
15.8K
$798K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.7KNew |
$538K - $541K
|
10.7K
$541K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10.7K+ 11.94% |
$538K - $540K
|
100K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
10.7K+ 5.97% |
$536K - $539K
|
190K
$9.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 5.71% |
$535K - $538K
|
197K
$9.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
10.5K+ 82.3% |
$529K - $532K
|
23.3K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.3KNew |
$517K - $520K
|
10.3K
$520K
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
10.3K+ 2.97% |
$517K - $520K
|
357K
$18M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10.2K+ 1.88% |
$510K - $512K
|
551K
$27.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.84K+ 29.29% |
$494K - $497K
|
43.4K
$2.19M
|