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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
10.5KNew |
$526K - $531K
|
10.5K
$528K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10.4K+ 186.07% |
$522K - $527K
|
16K
$806K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.3KNew |
$516K - $521K
|
10.3K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 0.43% |
$507K - $512K
|
2.36M
$119M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.7K+ 14.34% |
$487K - $492K
|
77.3K
$3.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.7K+ 2.45% |
$487K - $492K
|
406K
$20.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.65K+ 7.9% |
$485K - $490K
|
132K
$6.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.58K+ 84.88% |
$482K - $486K
|
20.9K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.51K+ 3.55% |
$478K - $482K
|
277K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.33K+ 5.3% |
$469K - $473K
|
185K
$9.35M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
9.3K+ 12.42% |
$467K - $472K
|
84.2K
$4.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.28KNew |
$466K - $471K
|
9.28K
$469K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
9.2KNew |
$462K - $467K
|
9.2K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.12K+ 38.13% |
$458K - $463K
|
33.1K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.04K+ 14.78% |
$454K - $459K
|
70.2K
$3.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.84K+ 12.62% |
$444K - $449K
|
78.9K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.7K+ 9.48% |
$437K - $442K
|
101K
$5.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
8.53KNew |
$429K - $433K
|
8.53K
$431K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.34K+ 57.58% |
$419K - $423K
|
22.8K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.12K+ 19.87% |
$408K - $412K
|
49K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.03K+ 0.78% |
$403K - $407K
|
1.04M
$52.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.03K+ 2.0% |
$403K - $407K
|
409K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.94K+ 14.84% |
$399K - $403K
|
61.5K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.8K+ 135.98% |
$392K - $396K
|
13.5K
$684K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.79K+ 5.7% |
$392K - $395K
|
145K
$7.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.7K+ 2.18% |
$387K - $391K
|
361K
$18.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.56K+ 6.35% |
$380K - $383K
|
127K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.5KNew |
$377K - $381K
|
7.5K
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
7.36K+ 9.98% |
$370K - $373K
|
81.1K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.35K+ 38.85% |
$369K - $373K
|
26.3K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.32K+ 6.05% |
$368K - $371K
|
128K
$6.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
7.3K+ 6.03% |
$367K - $370K
|
128K
$6.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.19K+ 3.73% |
$361K - $365K
|
200K
$10.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.17K+ 2.61% |
$360K - $364K
|
282K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
7.13K+ 5.68% |
$358K - $362K
|
133K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.05K+ 30.43% |
$354K - $358K
|
30.2K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.02KNew |
$353K - $356K
|
7.02K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
7.02K+ 2.97% |
$353K - $356K
|
243K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.96KNew |
$349K - $353K
|
6.96K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
6.83K+ 48.72% |
$343K - $346K
|
20.8K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.83K+ 5.27% |
$343K - $346K
|
136K
$6.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.79K+ 127.98% |
$341K - $345K
|
12.1K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.74K+ 1.5% |
$339K - $342K
|
457K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.72K+ 24.11% |
$338K - $341K
|
34.6K
$1.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.56K+ 16.92% |
$330K - $333K
|
45.3K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.5K+ 9.46% |
$326K - $330K
|
75.1K
$3.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
6.49K+ 1.53% |
$326K - $329K
|
431K
$21.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
6.43K+ 7.92% |
$323K - $326K
|
87.6K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.41K+ 51.29% |
$322K - $325K
|
18.9K
$955K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.41K+ 4.83% |
$322K - $325K
|
139K
$7.03M
|