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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.99KNew |
$251K - $252K
|
4.99K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.44K+ 4.42% |
$72.3K - $72.7K
|
34K
$1.72M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-60- 1.12% |
$3.01K - $3.03K
|
5.32K
$269K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.25KNew |
$263K - $265K
|
5.25K
$265K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$50.2 - $50.5
|
1
$50.5
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.3KNew |
$216K - $217K
|
4.3K
$217K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 0.72% |
$151 - $151
|
422
$21.3K
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.15KNew |
$359K - $361K
|
7.15K
$361K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19New |
$954 - $959
|
19
$960
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.26KNew |
$114K - $114K
|
2.26K
$114K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
15.3K+ 4.91% |
$771K - $775K
|
328K
$16.6M
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-79K- 14.83% |
$3.97M - $3.99M
|
454K
$22.9M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.49K- 74.24% |
$125K - $126K
|
864
$43.6K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
7.51K+ 2.65% |
$377K - $379K
|
291K
$14.7M
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-725- 15.1% |
$36.4K - $36.6K
|
4.08K
$206K
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.61K- 12.91% |
$131K - $132K
|
17.6K
$890K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$650K - $653K
|
12.9K
$654K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.98KNew |
$200K - $201K
|
3.98K
$201K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-991- 51.67% |
$49.8K - $50K
|
927
$46.8K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-336K- 52.51% |
$16.9M - $17M
|
304K
$15.4M
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.37K- 1.28% |
$119K - $120K
|
183K
$9.23M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.98KNew |
$351K - $353K
|
6.98K
$353K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.66K- 33.27% |
$134K - $134K
|
5.33K
$269K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35.1KNew |
$1.76M - $1.77M
|
35.1K
$1.77M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.82KNew |
$91.5K - $92K
|
1.82K
$92K
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
8.58KNew |
$431K - $433K
|
8.58K
$433K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.1K- 69.81% |
$758K - $762K
|
6.53K
$330K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
84+ 1.28% |
$4.22K - $4.24K
|
6.65K
$336K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 99.36% |
$126K - $126K
|
16
$808
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
828New |
$41.6K - $41.8K
|
828
$41.8K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108K+ 37.46% |
$5.41M - $5.43M
|
395K
$20M
|
|
Jul 30, 2024
Q2 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
1MNew |
$50.2M - $50.5M
|
1M
$50.5M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.96K+ 24.64% |
$249K - $251K
|
25.1K
$1.27M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.37K+ 9.99% |
$169K - $170K
|
37.1K
$1.88M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18New |
$904 - $909
|
18
$909
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.17K+ 11.38% |
$159K - $160K
|
31K
$1.57M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
49.9KNew |
$2.51M - $2.52M
|
49.9K
$2.52M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-800- 46.78% |
$40.2K - $40.4K
|
910
$46K
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.8K+ 29.6% |
$191K - $192K
|
16.6K
$841K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.98KNew |
$451K - $453K
|
8.98K
$454K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.38KClosed |
$69.1K - $69.4K
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-400- 23.53% |
$20.1K - $20.2K
|
1.3K
$65.7K
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.49KNew |
$225K - $227K
|
4.49K
$227K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.79K- 2.19% |
$190K - $191K
|
169K
$8.54M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-908- 17.4% |
$45.6K - $45.8K
|
4.31K
$218K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$50.2 - $50.5
|
1
$50.5
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-15.9K- 13.67% |
$796K - $800K
|
100K
$5.06M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-272- 2.67% |
$13.7K - $13.7K
|
9.9K
$500K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
600New |
$30.1K - $30.3K
|
600
$30.3K
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-959- 10.2% |
$48.2K - $48.4K
|
8.45K
$427K
|