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
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
6.41K+ 1.11% |
$322K - $325K
|
585K
$29.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
6.36KNew |
$320K - $323K
|
6.36K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.29KNew |
$316K - $319K
|
6.29K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.23K+ 24.12% |
$313K - $316K
|
32.1K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.2K+ 7.41% |
$311K - $314K
|
89.8K
$4.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
6.18KNew |
$310K - $313K
|
6.18K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.15K+ 28.03% |
$309K - $312K
|
28.1K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.9KNew |
$297K - $299K
|
5.9K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.89K+ 11.58% |
$296K - $299K
|
56.7K
$2.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.88KNew |
$295K - $298K
|
5.88K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.85KNew |
$294K - $297K
|
5.85K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.85KNew |
$294K - $297K
|
5.85K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.75K+ 63.88% |
$289K - $292K
|
14.8K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.65K+ 22.99% |
$284K - $287K
|
30.2K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.58K+ 5.65% |
$281K - $283K
|
104K
$5.28M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.51KNew |
$277K - $280K
|
5.51K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
5.44K+ 10.68% |
$273K - $276K
|
56.4K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.43K+ 100.87% |
$273K - $275K
|
10.8K
$546K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.42K+ 7.15% |
$272K - $275K
|
81.2K
$4.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.4K+ 20.58% |
$271K - $274K
|
31.6K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
5.26KNew |
$264K - $267K
|
5.26K
$266K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
5.17K+ 4.03% |
$260K - $262K
|
133K
$6.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
5.11K+ 16.28% |
$257K - $259K
|
36.5K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
5.06KNew |
$254K - $257K
|
5.06K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.99K+ 17.83% |
$251K - $253K
|
33K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4.94K+ 4.23% |
$248K - $250K
|
122K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.9K+ 45.15% |
$246K - $249K
|
15.8K
$796K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.88K+ 9.96% |
$245K - $247K
|
53.8K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.83K+ 7.05% |
$243K - $245K
|
73.4K
$3.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4.82K+ 149.77% |
$242K - $244K
|
8.04K
$406K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.81K+ 2.87% |
$242K - $244K
|
173K
$8.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.77K+ 58.42% |
$240K - $242K
|
12.9K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4.74K+ 5.01% |
$238K - $241K
|
99.4K
$5.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4.7KNew |
$236K - $238K
|
4.7K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.55KNew |
$228K - $231K
|
4.55K
$230K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.48KNew |
$225K - $227K
|
4.48K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.38K+ 0.79% |
$220K - $222K
|
555K
$28M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.35K+ 2.19% |
$219K - $221K
|
203K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.29KNew |
$215K - $218K
|
4.29K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.25K+ 5.33% |
$214K - $216K
|
84.1K
$4.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
4.15K+ 7.19% |
$208K - $210K
|
61.8K
$3.12M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.1K+ 1.73% |
$206K - $208K
|
241K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.09K+ 3.24% |
$205K - $207K
|
130K
$6.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.07K+ 17.8% |
$205K - $207K
|
26.9K
$1.36M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.97K+ 3.54% |
$199K - $201K
|
116K
$5.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.92K+ 5.17% |
$197K - $199K
|
79.9K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.83K+ 3.21% |
$193K - $194K
|
123K
$6.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.82K+ 6.53% |
$192K - $194K
|
62.3K
$3.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.79K+ 87.89% |
$190K - $192K
|
8.1K
$409K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.6K+ 2.19% |
$181K - $183K
|
168K
$8.5M
|