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 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.59K+ 58.92% |
$181K - $182K
|
9.69K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.52K+ 29.43% |
$177K - $178K
|
15.5K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3.5K+ 10.97% |
$176K - $178K
|
35.4K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.42K+ 11.03% |
$172K - $173K
|
34.4K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.41K+ 10.61% |
$171K - $173K
|
35.5K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3.4K+ 14.52% |
$171K - $173K
|
26.8K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.29K+ 0.63% |
$165K - $167K
|
524K
$26.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.23K+ 15.22% |
$162K - $164K
|
24.5K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.22K+ 5.42% |
$162K - $164K
|
62.7K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.18K+ 4.3% |
$160K - $161K
|
77.1K
$3.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.17KNew |
$159K - $161K
|
3.17K
$160K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.15K+ 15.21% |
$158K - $160K
|
23.9K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.09K+ 8.81% |
$155K - $157K
|
38.2K
$1.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.09K+ 16.92% |
$155K - $157K
|
21.4K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.07K+ 25.0% |
$154K - $156K
|
15.4K
$775K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.96K+ 192.72% |
$149K - $150K
|
4.5K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.93K+ 6.76% |
$147K - $149K
|
46.4K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.8K+ 2.67% |
$141K - $142K
|
108K
$5.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.79K+ 3.43% |
$140K - $142K
|
84.1K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.74K+ 9.1% |
$137K - $139K
|
32.8K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.72K+ 2.43% |
$137K - $138K
|
115K
$5.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
2.62K+ 32.18% |
$132K - $133K
|
10.8K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2.62K+ 12.58% |
$132K - $133K
|
23.4K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.59K+ 11.99% |
$130K - $132K
|
24.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
2.5KNew |
$126K - $127K
|
2.5K
$126K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.43K+ 0.14% |
$122K - $123K
|
1.74M
$87.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
2.39K+ 1.55% |
$120K - $121K
|
157K
$7.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.39K+ 1.89% |
$120K - $121K
|
129K
$6.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.37K+ 2.7% |
$119K - $120K
|
90.2K
$4.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.36K+ 5.23% |
$119K - $120K
|
47.5K
$2.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.34K+ 0.31% |
$118K - $119K
|
761K
$38.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
2.34K+ 4.84% |
$117K - $119K
|
50.6K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.33K+ 3.07% |
$117K - $118K
|
78.3K
$3.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.29K+ 26.2% |
$115K - $116K
|
11K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.28K+ 52.29% |
$115K - $116K
|
6.64K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.27K+ 1.31% |
$114K - $115K
|
175K
$8.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.26KNew |
$114K - $115K
|
2.26K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.18K+ 1.27% |
$110K - $111K
|
174K
$8.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.15K+ 11.12% |
$108K - $109K
|
21.5K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.03K+ 8.62% |
$102K - $103K
|
25.5K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.01K+ 37.56% |
$101K - $102K
|
7.35K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.98K+ 34.24% |
$99.4K - $100K
|
7.76K
$392K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.97K+ 104.02% |
$98.8K - $99.8K
|
3.86K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.93K+ 6.7% |
$96.8K - $97.7K
|
30.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.91K+ 46.31% |
$96K - $96.9K
|
6.03K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 1.49% |
$92.2K - $93.1K
|
125K
$6.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.82K+ 4.41% |
$91.4K - $92.3K
|
43.1K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.8K+ 6.43% |
$90.6K - $91.5K
|
29.8K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.79K+ 10.79% |
$89.9K - $90.8K
|
18.4K
$929K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.77K+ 11.93% |
$88.8K - $89.7K
|
16.6K
$837K
|