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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-158- 3.57% |
$7.94K - $8.02K
|
4.27K
$215K
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
123KNew |
$6.19M - $6.25M
|
123K
$6.21M
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-7.41K- 8.19% |
$372K - $376K
|
83.1K
$4.19M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
306New |
$15.4K - $15.5K
|
306
$15.4K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-5.17K- 29.06% |
$260K - $262K
|
12.6K
$637K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15New |
$754 - $761
|
15
$757
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.32K- 36.45% |
$116K - $118K
|
4.04K
$204K
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-170- 2.12% |
$8.54K - $8.63K
|
7.86K
$397K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
126+ 1.32% |
$6.33K - $6.39K
|
9.64K
$486K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
23New |
$1.16K - $1.17K
|
23
$1.16K
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
494KNew |
$24.8M - $25M
|
494K
$24.9M
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.85KNew |
$294K - $297K
|
5.85K
$295K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
500+ 8.26% |
$25.1K - $25.4K
|
6.55K
$331K
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
83New |
$4.17K - $4.21K
|
83
$4.19K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
64.2KNew |
$3.23M - $3.26M
|
64.2K
$3.24M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.7K- 38.96% |
$85.5K - $86.3K
|
2.67K
$135K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
535New |
$26.9K - $27.1K
|
535
$27K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-549- 89.71% |
$27.6K - $27.9K
|
63
$3.18K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$201 - $203
|
4
$202
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$101 - $101
|
4.33K
$218K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-457- 6.16% |
$23K - $23.2K
|
6.96K
$351K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-62.3K- 93.81% |
$3.13M - $3.16M
|
4.12K
$208K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
60KNew |
$3.02M - $3.04M
|
60K
$3.03M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18.5K+ 33.71% |
$931K - $940K
|
73.5K
$3.71M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89New |
$4.47K - $4.52K
|
89
$4.49K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
100+ 1.57% |
$5.03K - $5.07K
|
6.45K
$326K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-207- 1.7% |
$10.4K - $10.5K
|
12K
$605K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
411New |
$20.7K - $20.9K
|
411
$20.7K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-365- 57.57% |
$18.3K - $18.5K
|
269
$13.6K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.89K- 45.39% |
$246K - $248K
|
5.89K
$297K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
459+ 6.05% |
$23.1K - $23.3K
|
8.04K
$406K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4.7KNew |
$236K - $238K
|
4.7K
$237K
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
6.18KNew |
$310K - $313K
|
6.18K
$312K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.72% |
$352 - $355
|
966
$48.8K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8.4K- 53.69% |
$422K - $426K
|
7.24K
$366K
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
28.9KNew |
$1.45M - $1.47M
|
28.9K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
861KNew |
$43.3M - $43.7M
|
861K
$43.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-91.2K- 9.2% |
$4.58M - $4.63M
|
901K
$45.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.1K+ 2.55% |
$2.82M - $2.85M
|
2.26M
$114M
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.11K- 25.51% |
$156K - $158K
|
9.07K
$458K
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-255- 83.61% |
$12.8K - $12.9K
|
50
$2.52K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
288New |
$14.5K - $14.6K
|
288
$14.5K
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-962- 13.65% |
$48.3K - $48.8K
|
6.09K
$307K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 20.9% |
$57.8K - $58.4K
|
4.36K
$220K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.48K- 8.93% |
$376K - $379K
|
76.3K
$3.85M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
451New |
$22.7K - $22.9K
|
451
$22.8K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
4.68KNew |
$235K - $238K
|
4.68K
$236K
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-273- 2.52% |
$13.7K - $13.9K
|
10.6K
$533K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
243New |
$12.2K - $12.3K
|
243
$12.3K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.26KNew |
$114K - $115K
|
2.26K
$114K
|