Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
169+ 1.64% |
$8.49K - $8.58K
|
10.5K
$529K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
156+ 0.07% |
$7.84K - $7.92K
|
230K
$11.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
154New |
$7.74K - $7.81K
|
154
$7.78K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
126+ 1.32% |
$6.33K - $6.39K
|
9.64K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
123+ 0.67% |
$6.18K - $6.24K
|
18.4K
$928K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
119+ 0.86% |
$5.98K - $6.04K
|
14K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
117+ 1.34% |
$5.88K - $5.94K
|
8.83K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
111+ 0.28% |
$5.58K - $5.63K
|
39.2K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
108+ 2.06% |
$5.43K - $5.48K
|
5.34K
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
101+ 2.14% |
$5.08K - $5.12K
|
4.83K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
100+ 1.57% |
$5.03K - $5.07K
|
6.45K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
96+ 0.29% |
$4.82K - $4.87K
|
33.1K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96+ 0.32% |
$4.82K - $4.87K
|
30K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89New |
$4.47K - $4.52K
|
89
$4.49K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
83New |
$4.17K - $4.21K
|
83
$4.19K
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
82+ 1.32% |
$4.12K - $4.16K
|
6.29K
$317K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
73+ 21.6% |
$3.67K - $3.7K
|
411
$20.8K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
67+ 1.17% |
$3.37K - $3.4K
|
5.79K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
63+ 0.97% |
$3.17K - $3.2K
|
6.53K
$330K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
62+ 1.1% |
$3.12K - $3.15K
|
5.68K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
57+ 1.21% |
$2.86K - $2.89K
|
4.77K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
44+ 0.03% |
$2.21K - $2.23K
|
132K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
42+ 0.95% |
$2.11K - $2.13K
|
4.49K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38+ 9.18% |
$1.91K - $1.93K
|
452
$22.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
37+ 0.48% |
$1.86K - $1.88K
|
7.79K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
28+ 1.35% |
$1.41K - $1.42K
|
2.11K
$106K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
27+ 0.28% |
$1.36K - $1.37K
|
9.54K
$482K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
23+ 0.76% |
$1.16K - $1.17K
|
3.04K
$154K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
23New |
$1.16K - $1.17K
|
23
$1.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
23+ 7.23% |
$1.16K - $1.17K
|
341
$17.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21+ 24.71% |
$1.06K - $1.07K
|
106
$5.35K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17+ 4.03% |
$854 - $863
|
439
$22.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
15+ 55.56% |
$754 - $761
|
42
$2.12K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15New |
$754 - $761
|
15
$757
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
15+ 0.37% |
$754 - $761
|
4.11K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 1.24% |
$452 - $457
|
735
$37.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 1.24% |
$452 - $457
|
733
$37K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$201 - $203
|
4
$202
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.03% |
$201 - $203
|
15.3K
$771K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$101 - $101
|
8.46K
$427K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$101 - $101
|
4.33K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$50.3 - $50.7
|
566
$28.6K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$50.3 - $50.7
|
1
$50.5
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$50.3 - $50.7
|
12.6K
$638K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.72% |
$352 - $355
|
966
$48.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 2.2% |
$452 - $457
|
400
$20.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.28% |
$603 - $609
|
4.22K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-18- 0.27% |
$905 - $913
|
6.69K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-22- 73.33% |
$1.11K - $1.12K
|
8
$404
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-25- 0.08% |
$1.26K - $1.27K
|
31.3K
$1.58M
|