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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.34% |
$4.72K - $4.75K
|
7.1K
$359K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-6.07K- 3.57% |
$305K - $306K
|
164K
$8.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-11.2K- 69.35% |
$563K - $566K
|
4.96K
$250K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
108KNew |
$5.42M - $5.45M
|
108K
$5.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-8K- 86.29% |
$402K - $404K
|
1.27K
$64.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-47- 8.03% |
$2.36K - $2.37K
|
538
$27.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
539KNew |
$27.1M - $27.2M
|
539K
$27.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1KNew |
$50.2K - $50.5K
|
1K
$50.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.69K- 18.83% |
$84.9K - $85.3K
|
7.28K
$368K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
638New |
$32K - $32.2K
|
638
$32.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
86.7KNew |
$4.35M - $4.38M
|
86.7K
$4.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.68K+ 10516.3% |
$486K - $488K
|
9.77K
$493K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-40- 0.73% |
$2.01K - $2.02K
|
5.45K
$275K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.13K- 52.28% |
$258K - $259K
|
4.69K
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.4KNew |
$624K - $627K
|
12.4K
$627K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.42KNew |
$373K - $375K
|
7.42K
$375K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-59- 2.77% |
$2.96K - $2.98K
|
2.07K
$105K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 20.83% |
$119K - $120K
|
9.04K
$456K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.65KNew |
$133K - $134K
|
2.65K
$134K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.2K+ 179.61% |
$966K - $971K
|
30K
$1.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.47K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.39KNew |
$271K - $272K
|
5.39K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
400+ 7.99% |
$20.1K - $20.2K
|
5.41K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.4KNew |
$822K - $826K
|
16.4K
$827K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
20.9KNew |
$1.05M - $1.06M
|
20.9K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.64KNew |
$384K - $386K
|
7.64K
$386K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.12K- 5.43% |
$56.3K - $56.6K
|
19.6K
$988K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
4.13KNew |
$207K - $208K
|
4.13K
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.82K+ 60.82% |
$192K - $193K
|
10.1K
$510K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$69K - $69.3K
|
1.37K
$69.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.5K- 29.01% |
$226K - $227K
|
11K
$556K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-250- 3.09% |
$12.6K - $12.6K
|
7.85K
$397K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82K+ 69.61% |
$192K - $193K
|
9.31K
$470K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84New |
$4.22K - $4.24K
|
84
$4.24K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-60- 3.21% |
$3.01K - $3.03K
|
1.81K
$91.4K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
192New |
$9.64K - $9.69K
|
192
$9.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-6.23KClosed |
$313K - $315K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$553 - $555
|
11
$556
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
7.07KNew |
$355K - $357K
|
7.07K
$357K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
320+ 28.62% |
$16.1K - $16.2K
|
1.44K
$72.6K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
63.8KNew |
$3.21M - $3.22M
|
63.8K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.59K+ 8.12% |
$130K - $131K
|
34.5K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-543- 2.38% |
$27.3K - $27.4K
|
22.3K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
5K+ 10.2% |
$251K - $252K
|
54K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-71.5K- 79.44% |
$3.59M - $3.61M
|
18.5K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15.1K- 78.34% |
$758K - $762K
|
4.17K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-851K- 73.28% |
$42.7M - $42.9M
|
310K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.82K+ 0.15% |
$91.6K - $92K
|
1.24M
$62.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.7K+ 11.35% |
$2.05M - $2.06M
|
399K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.3K- 19.05% |
$116K - $116K
|
9.78K
$494K
|
|