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 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.83K+ 2.54% |
$494K - $496K
|
396K
$20M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.81KNew |
$493K - $495K
|
9.81K
$494K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
9.77K+ 4.28% |
$491K - $493K
|
238K
$12M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
9.77K+ 2.38% |
$491K - $493K
|
421K
$21.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.68K+ 10516.3% |
$486K - $488K
|
9.77K
$492K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
9.55K+ 36.48% |
$479K - $482K
|
35.7K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9.51KNew |
$478K - $480K
|
9.51K
$479K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.51KNew |
$477K - $480K
|
9.51K
$479K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
9.36K+ 17.29% |
$470K - $472K
|
63.5K
$3.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9.24K+ 5.03% |
$464K - $466K
|
193K
$9.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
9.22K+ 3.55% |
$463K - $465K
|
268K
$13.5M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.13K+ 40.06% |
$459K - $461K
|
31.9K
$1.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.09K+ 88.57% |
$456K - $459K
|
19.3K
$975K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.99K+ 118.44% |
$451K - $454K
|
16.6K
$835K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.98KNew |
$451K - $453K
|
8.98K
$453K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.93KNew |
$449K - $451K
|
8.93K
$450K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
8.89K+ 3.21% |
$447K - $449K
|
286K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.76K+ 7.81% |
$440K - $442K
|
121K
$6.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.72K+ 12.49% |
$438K - $440K
|
78.5K
$3.96M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.67K+ 65.05% |
$435K - $438K
|
22K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.67K+ 10.14% |
$435K - $437K
|
94.1K
$4.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
8.65K+ 10.56% |
$434K - $436K
|
90.5K
$4.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
8.58KNew |
$431K - $433K
|
8.58K
$432K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.58K+ 8.29% |
$431K - $433K
|
112K
$5.64M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8.52K+ 8.99% |
$428K - $430K
|
103K
$5.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.2K+ 3.81% |
$412K - $414K
|
223K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.2KNew |
$412K - $414K
|
8.2K
$413K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
8.19K+ 3.31% |
$412K - $414K
|
256K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
8.08K+ 27.99% |
$406K - $408K
|
37K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.95K+ 3.33% |
$399K - $401K
|
247K
$12.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
7.91K+ 1.92% |
$397K - $399K
|
420K
$21.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.87K+ 11.59% |
$395K - $397K
|
75.8K
$3.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.64KNew |
$384K - $386K
|
7.64K
$385K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
7.51K+ 2.65% |
$377K - $379K
|
291K
$14.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.47K+ 2.11% |
$375K - $377K
|
362K
$18.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.42KNew |
$373K - $375K
|
7.42K
$374K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.27K+ 9.82% |
$365K - $367K
|
81.3K
$4.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.18K+ 5.61% |
$361K - $363K
|
135K
$6.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.15KNew |
$359K - $361K
|
7.15K
$360K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7.05KNew |
$354K - $356K
|
7.05K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.05K+ 4.35% |
$354K - $356K
|
169K
$8.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.04KNew |
$353K - $355K
|
7.04K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.98KNew |
$351K - $353K
|
6.98K
$352K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.96K+ 113.79% |
$349K - $351K
|
13.1K
$658K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
6.9K+ 2.72% |
$347K - $348K
|
260K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.9K+ 3.63% |
$346K - $348K
|
197K
$9.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.83K+ 29.18% |
$343K - $345K
|
30.2K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.75K+ 129.84% |
$339K - $341K
|
11.9K
$602K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.74K+ 45.19% |
$338K - $340K
|
21.6K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.63KNew |
$333K - $334K
|
6.63K
$334K
|