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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7.43K+ 44.84% |
$374K - $376K
|
24K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
4.62K+ 1.7% |
$233K - $234K
|
277K
$14M
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-10.5K- 3.78% |
$529K - $531K
|
268K
$13.5M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 13.79% |
$537K - $539K
|
88K
$4.44M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
13.1K+ 2.49% |
$661K - $664K
|
541K
$27.3M
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
55+ 1.01% |
$2.77K - $2.78K
|
5.51K
$278K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
17.7K+ 169.05% |
$891K - $895K
|
28.1K
$1.42M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.54K+ 4.21% |
$229K - $230K
|
112K
$5.67M
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-11.1K- 25.87% |
$558K - $561K
|
31.8K
$1.6M
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-701- 43.79% |
$35.3K - $35.5K
|
900
$45.5K
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
29.4K+ 16.01% |
$1.48M - $1.49M
|
213K
$10.8M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$301K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 14.45% |
$876K - $880K
|
138K
$6.96M
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-99.9K- 92.56% |
$5.03M - $5.06M
|
8.04K
$406K
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-500- 7.1% |
$25.2K - $25.3K
|
6.55K
$331K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
260+ 4.24% |
$13.1K - $13.2K
|
6.39K
$323K
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
42.7K+ 71.21% |
$2.15M - $2.16M
|
103K
$5.19M
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
5.62KNew |
$283K - $284K
|
5.62K
$284K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53.7K- 22.31% |
$2.7M - $2.72M
|
187K
$9.44M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
338+ 82.24% |
$17K - $17.1K
|
749
$37.8K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
150KNew |
$7.57M - $7.61M
|
150K
$7.59M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.67K+ 21.22% |
$84K - $84.4K
|
9.52K
$481K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-256- 0.53% |
$12.9K - $13K
|
48.5K
$2.45M
|
|
Jan 21, 2025
Q4 2024
|
Nepsis Inc.
|
BUY
|
- |
586+ 1.5% |
$29.5K - $29.7K
|
39.6K
$2M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 2.28% |
$101K - $101K
|
89.7K
$4.53M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
63.1K+ 4.57% |
$3.18M - $3.19M
|
1.44M
$73M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2K+ 4.06% |
$562K - $564K
|
286K
$14.4M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
138K+ 14.63% |
$6.95M - $6.98M
|
1.08M
$54.6M
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.41K+ 9.13% |
$373K - $375K
|
88.6K
$4.47M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
575+ 1.26% |
$29K - $29.1K
|
46.1K
$2.33M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-961- 31.58% |
$48.4K - $48.6K
|
2.08K
$105K
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.1K- 14.91% |
$1.36M - $1.37M
|
155K
$7.81M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.8K+ 7.95% |
$1.86M - $1.86M
|
500K
$25.3M
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.95K+ 12.17% |
$98.2K - $98.6K
|
18K
$907K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-820- 0.59% |
$41.3K - $41.5K
|
138K
$6.99M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.81K- 20.52% |
$91.4K - $91.8K
|
7.03K
$355K
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-106K- 26.24% |
$5.35M - $5.37M
|
298K
$15.1M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.03K- 3.68% |
$102K - $103K
|
53.1K
$2.68M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-5.72K- 16.85% |
$288K - $290K
|
28.2K
$1.43M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.66K+ 12.02% |
$184K - $185K
|
34.1K
$1.72M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.62K- 37.65% |
$132K - $133K
|
4.34K
$219K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.3K- 25.6% |
$216K - $217K
|
12.5K
$631K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-207K- 40.37% |
$10.4M - $10.5M
|
306K
$15.4M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.33K+ 3.24% |
$67.2K - $67.5K
|
42.5K
$2.15M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.04K+ 0.73% |
$103K - $103K
|
280K
$14.1M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.5K+ 13.25% |
$126K - $127K
|
21.4K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-500- 5.78% |
$25.2K - $25.3K
|
8.16K
$412K
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
195K+ 33.42% |
$9.82M - $9.87M
|
779K
$39.3M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
37.1K+ 14.41% |
$1.87M - $1.88M
|
294K
$14.9M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 1.02% |
$66.1K - $66.4K
|
130K
$6.54M
|