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 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
574+ 1.55% |
$28.8K - $29.1K
|
37.5K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
567+ 0.24% |
$28.5K - $28.8K
|
239K
$12.1M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
537+ 3.83% |
$27K - $27.2K
|
14.6K
$736K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
535New |
$26.9K - $27.1K
|
535
$27K
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
517+ 1.1% |
$26K - $26.2K
|
47.6K
$2.4M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
500+ 8.26% |
$25.1K - $25.4K
|
6.55K
$331K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
492+ 2.7% |
$24.7K - $25K
|
18.7K
$945K
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
491+ 6.32% |
$24.7K - $24.9K
|
8.26K
$417K
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
BUY
|
- |
486+ 14.79% |
$24.4K - $24.7K
|
3.77K
$191K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
464+ 5.38% |
$23.3K - $23.5K
|
9.08K
$459K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
459+ 6.05% |
$23.1K - $23.3K
|
8.04K
$406K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
451New |
$22.7K - $22.9K
|
451
$22.8K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
446+ 3.94% |
$22.4K - $22.6K
|
11.8K
$594K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
434New |
$21.8K - $22K
|
434
$21.9K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
434New |
$21.8K - $22K
|
434
$21.9K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
427+ 1.27% |
$21.5K - $21.7K
|
34.2K
$1.73M
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
411New |
$20.7K - $20.9K
|
411
$20.8K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
411+ 8.94% |
$20.7K - $20.9K
|
5.01K
$253K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
403+ 10.01% |
$20.3K - $20.4K
|
4.43K
$224K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
394+ 6.86% |
$19.8K - $20K
|
6.13K
$310K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
383+ 2.07% |
$19.2K - $19.4K
|
18.9K
$953K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
373+ 11.66% |
$18.7K - $18.9K
|
3.57K
$180K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
352+ 0.69% |
$17.7K - $17.9K
|
51.2K
$2.58M
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
335+ 0.69% |
$16.8K - $17K
|
48.9K
$2.47M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
320+ 21.38% |
$16.1K - $16.2K
|
1.82K
$91.8K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
306New |
$15.4K - $15.5K
|
306
$15.5K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
295+ 29.5% |
$14.8K - $15K
|
1.3K
$65.4K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
294+ 1.41% |
$14.8K - $14.9K
|
21.1K
$1.07M
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
293+ 0.57% |
$14.7K - $14.9K
|
51.7K
$2.61M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
288New |
$14.5K - $14.6K
|
288
$14.5K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
277+ 6.0% |
$13.9K - $14.1K
|
4.9K
$247K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
263New |
$13.2K - $13.3K
|
263
$13.3K
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
262+ 0.55% |
$13.2K - $13.3K
|
47.5K
$2.4M
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
261+ 0.97% |
$13.1K - $13.2K
|
27K
$1.37M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
243New |
$12.2K - $12.3K
|
243
$12.3K
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
232+ 0.09% |
$11.7K - $11.8K
|
256K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
232New |
$11.7K - $11.8K
|
232
$11.7K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
227+ 1.34% |
$11.4K - $11.5K
|
17.2K
$869K
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
219+ 0.29% |
$11K - $11.1K
|
76.5K
$3.86M
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
217New |
$10.9K - $11K
|
217
$11K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
205+ 121.3% |
$10.3K - $10.4K
|
374
$18.9K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
188New |
$9.45K - $9.54K
|
188
$9.5K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
177New |
$8.89K - $8.98K
|
177
$8.94K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
169+ 1.64% |
$8.49K - $8.58K
|
10.5K
$529K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
156+ 0.07% |
$7.84K - $7.92K
|
230K
$11.6M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
154New |
$7.74K - $7.81K
|
154
$7.78K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
126+ 1.32% |
$6.33K - $6.39K
|
9.64K
$487K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
123+ 0.67% |
$6.18K - $6.24K
|
18.4K
$929K
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
119+ 0.86% |
$5.98K - $6.04K
|
14K
$708K
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
117+ 1.34% |
$5.88K - $5.94K
|
8.83K
$446K
|