Latest Institutional Transactions on Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Tr Ultra Short I (JPST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.3KNew |
$516K - $521K
|
10.3K
$519K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-853- 2.83% |
$42.9K - $43.3K
|
29.3K
$1.48M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.77K- 5.83% |
$390K - $394K
|
125K
$6.34M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.64K- 3.25% |
$82.5K - $83.3K
|
48.9K
$2.47M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$50.3 - $50.7
|
1
$50.5
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-11K- 2.21% |
$552K - $557K
|
485K
$24.5M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
32.8K+ 6.98% |
$1.65M - $1.67M
|
503K
$25.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-35.5K- 70.36% |
$1.78M - $1.8M
|
15K
$755K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
116KNew |
$5.82M - $5.87M
|
116K
$5.84M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.67K- 26.55% |
$84.1K - $84.9K
|
4.63K
$234K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.97K+ 3.54% |
$199K - $201K
|
116K
$5.86M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14.2K- 41.29% |
$716K - $723K
|
20.3K
$1.02M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8.04K- 5.73% |
$404K - $408K
|
132K
$6.68M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.48KNew |
$225K - $227K
|
4.48K
$226K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
6.36KNew |
$320K - $323K
|
6.36K
$321K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
67+ 1.17% |
$3.37K - $3.4K
|
5.79K
$293K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-35.2K- 14.42% |
$1.77M - $1.79M
|
209K
$10.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
629+ 12.57% |
$31.6K - $31.9K
|
5.63K
$285K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-21.4K- 61.44% |
$1.08M - $1.09M
|
13.5K
$679K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-38.6K- 7.2% |
$1.94M - $1.96M
|
498K
$25.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
147K+ 18.46% |
$7.39M - $7.46M
|
943K
$47.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 15.63% |
$10.1K - $10.1K
|
1.08K
$54.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.4K+ 20.58% |
$271K - $274K
|
31.6K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
16.8KNew |
$845K - $853K
|
16.8K
$849K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.9K+ 15.05% |
$696K - $703K
|
106K
$5.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-25- 0.05% |
$1.26K - $1.27K
|
45.9K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.22K- 20.84% |
$61.1K - $61.7K
|
4.62K
$233K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-4.1K- 16.73% |
$206K - $208K
|
20.4K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
434New |
$21.8K - $22K
|
434
$21.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
659+ 3.44% |
$33.1K - $33.4K
|
19.8K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
30.1K+ 169.05% |
$1.51M - $1.53M
|
47.9K
$2.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.69K+ 0.45% |
$85K - $85.8K
|
379K
$19.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4.82K+ 149.77% |
$242K - $244K
|
8.04K
$406K
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
2.62K+ 32.18% |
$132K - $133K
|
10.8K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
987KNew |
$49.6M - $50.1M
|
987K
$49.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-15.9K- 19.4% |
$800K - $808K
|
66.1K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.18K+ 1.27% |
$110K - $111K
|
174K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.9K+ 64.23% |
$1.35M - $1.36M
|
68.7K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
491+ 6.32% |
$24.7K - $24.9K
|
8.26K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
232New |
$11.7K - $11.8K
|
232
$11.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 3.54% |
$924K - $933K
|
538K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.99K- 0.6% |
$99.7K - $101K
|
329K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
218KNew |
$10.9M - $11M
|
218K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 1.15% |
$65.7K - $66.4K
|
115K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
415KNew |
$20.9M - $21.1M
|
415K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
63.6K+ 18.82% |
$3.19M - $3.23M
|
401K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8.23K- 7.83% |
$414K - $418K
|
96.9K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 0.25% |
$1.06M - $1.07M
|
8.59M
$434M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.29K+ 0.63% |
$165K - $167K
|
524K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-15.5K- 35.24% |
$777K - $785K
|
28.4K
$1.44M
|