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 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
98.4K+ 108.4% |
$4.94M - $4.99M
|
189K
$9.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
96.5K+ 93.48% |
$4.85M - $4.9M
|
200K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
94.2KNew |
$4.73M - $4.78M
|
94.2K
$4.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
93.9K+ 34.98% |
$4.72M - $4.77M
|
362K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
92.8K+ 82.26% |
$4.66M - $4.71M
|
206K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
91.7K+ 0.68% |
$4.61M - $4.65M
|
13.6M
$687M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
86K+ 10.72% |
$4.32M - $4.36M
|
888K
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
84.3KNew |
$4.24M - $4.28M
|
84.3K
$4.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
83.1K+ 86.31% |
$4.18M - $4.22M
|
179K
$9.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
73.8K+ 280.63% |
$3.71M - $3.74M
|
100K
$5.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
72K+ 17.07% |
$3.62M - $3.65M
|
494K
$24.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70.3K+ 26.39% |
$3.53M - $3.57M
|
337K
$17M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
70K+ 51.48% |
$3.52M - $3.55M
|
206K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
67K+ 4.03% |
$3.36M - $3.4M
|
1.73M
$87.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.6K+ 4.58% |
$3.3M - $3.33M
|
1.5M
$75.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
64.2KNew |
$3.23M - $3.26M
|
64.2K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
63.6K+ 18.82% |
$3.19M - $3.23M
|
401K
$20.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
62.1K+ 474.87% |
$3.12M - $3.15M
|
75.1K
$3.79M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
62K+ 109.74% |
$3.11M - $3.15M
|
118K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.3K+ 199.58% |
$3.03M - $3.06M
|
90.5K
$4.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
60KNew |
$3.02M - $3.04M
|
60K
$3.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
58.6K+ 47.59% |
$2.95M - $2.97M
|
182K
$9.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
58.5K+ 19.25% |
$2.94M - $2.97M
|
362K
$18.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
57.2K+ 47.64% |
$2.87M - $2.9M
|
177K
$8.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
56.9K+ 10.44% |
$2.86M - $2.89M
|
602K
$30.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.1K+ 2.55% |
$2.82M - $2.85M
|
2.26M
$114M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
54.9K+ 33.51% |
$2.76M - $2.79M
|
219K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54.1K+ 69.7% |
$2.72M - $2.74M
|
132K
$6.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.7K+ 24.05% |
$2.7M - $2.73M
|
277K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
52.5K+ 2.27% |
$2.64M - $2.66M
|
2.36M
$119M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.8K+ 33.5% |
$2.5M - $2.53M
|
198K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
49.3KNew |
$2.48M - $2.5M
|
49.3K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
48.8K+ 5.46% |
$2.45M - $2.48M
|
943K
$47.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
48.2K+ 38.68% |
$2.42M - $2.45M
|
173K
$8.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
47.8K+ 61.14% |
$2.4M - $2.43M
|
126K
$6.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
46K+ 16.58% |
$2.31M - $2.34M
|
324K
$16.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46K+ 8.11% |
$2.31M - $2.33M
|
613K
$30.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
44.8K+ 19.95% |
$2.25M - $2.27M
|
269K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
44.7K+ 195.76% |
$2.24M - $2.27M
|
67.5K
$3.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
43.6K+ 18.31% |
$2.19M - $2.21M
|
282K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
43.5KNew |
$2.19M - $2.21M
|
43.5K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.4K+ 12.38% |
$2.18M - $2.2M
|
394K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.8K+ 1.85% |
$2.1M - $2.12M
|
2.3M
$116M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
41.1K+ 10.6% |
$2.06M - $2.08M
|
429K
$21.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
40.8K+ 6.16% |
$2.05M - $2.07M
|
703K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.4K+ 5.43% |
$1.88M - $1.9M
|
726K
$36.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
37.1K+ 2.76% |
$1.86M - $1.88M
|
1.38M
$69.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
36.7K+ 7.7% |
$1.84M - $1.86M
|
513K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
34.6K+ 29.96% |
$1.74M - $1.76M
|
150K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
34.4K+ 5.74% |
$1.73M - $1.74M
|
633K
$32M
|