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
|
Brown Advisory Inc
|
BUY
|
- |
1.74K+ 13.95% |
$87.5K - $88.3K
|
14.2K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.72K+ 14.07% |
$86.2K - $87.1K
|
13.9K
$703K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.69K+ 0.45% |
$85K - $85.8K
|
379K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.68K+ 39.27% |
$84.3K - $85.1K
|
5.95K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.6K+ 12.4% |
$80.3K - $81.1K
|
14.5K
$732K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.59K+ 3.4% |
$79.8K - $80.6K
|
48.4K
$2.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.45% |
$74.1K - $74.8K
|
61.6K
$3.11M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.47K+ 0.48% |
$73.8K - $74.5K
|
309K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.46K+ 12.16% |
$73.5K - $74.2K
|
13.5K
$681K
|
|
|
Oct 18, 2024
Q3 2024
|
Nepsis Inc.
|
BUY
|
- |
1.45K+ 3.86% |
$73K - $73.7K
|
39K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.43K+ 3.11% |
$72K - $72.7K
|
47.5K
$2.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.31K+ 3.44% |
$66K - $66.7K
|
39.6K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 1.15% |
$65.7K - $66.4K
|
115K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.26K+ 12.93% |
$63.4K - $64K
|
11K
$557K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.25K+ 8.27% |
$63K - $63.6K
|
16.4K
$828K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.23K+ 1.09% |
$61.8K - $62.4K
|
114K
$5.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.21K+ 0.52% |
$60.8K - $61.4K
|
235K
$11.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.19K+ 238.4% |
$59.9K - $60.5K
|
1.69K
$85.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.15K+ 1.47% |
$57.9K - $58.5K
|
79.8K
$4.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.13K+ 0.47% |
$56.9K - $57.4K
|
242K
$12.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.12K+ 15.96% |
$56.4K - $57K
|
8.16K
$412K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.11K+ 188.42% |
$55.6K - $56.1K
|
1.69K
$85.5K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.05K+ 10.79% |
$52.6K - $53.1K
|
10.7K
$543K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.05K+ 7.26% |
$52.5K - $53K
|
15.4K
$780K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.02K+ 13.54% |
$51.2K - $51.7K
|
8.54K
$431K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
997+ 5.62% |
$50.1K - $50.6K
|
18.7K
$946K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
994+ 3.78% |
$49.9K - $50.4K
|
27.3K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
932+ 0.34% |
$46.8K - $47.3K
|
275K
$13.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
907+ 0.46% |
$45.6K - $46K
|
198K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
883+ 0.42% |
$44.4K - $44.8K
|
210K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
855+ 13.02% |
$43K - $43.4K
|
7.42K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
815+ 0.2% |
$41K - $41.4K
|
417K
$21.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
802+ 2.4% |
$40.3K - $40.7K
|
34.3K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
797+ 10.55% |
$40K - $40.4K
|
8.35K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
790+ 0.39% |
$39.7K - $40.1K
|
202K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
789+ 12.96% |
$39.6K - $40K
|
6.88K
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
787+ 4.31% |
$39.5K - $39.9K
|
19K
$962K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
770+ 6.4% |
$38.7K - $39.1K
|
12.8K
$646K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
767+ 0.81% |
$38.5K - $38.9K
|
95.3K
$4.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
767+ 16.35% |
$38.5K - $38.9K
|
5.46K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
734+ 1.57% |
$36.9K - $37.2K
|
47.6K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
701+ 77.89% |
$35.2K - $35.6K
|
1.6K
$80.9K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
682+ 0.55% |
$34.3K - $34.6K
|
125K
$6.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
659+ 3.44% |
$33.1K - $33.4K
|
19.8K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
652+ 5.36% |
$32.8K - $33.1K
|
12.8K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
647+ 14.33% |
$32.5K - $32.8K
|
5.16K
$261K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
629+ 12.57% |
$31.6K - $31.9K
|
5.63K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
625+ 1.23% |
$31.4K - $31.7K
|
51.6K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
621+ 2.82% |
$31.2K - $31.5K
|
22.6K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
589+ 5.4% |
$29.6K - $29.9K
|
11.5K
$581K
|