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
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-60- 1.12% |
$3.01K - $3.03K
|
5.32K
$270K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.25KNew |
$263K - $265K
|
5.25K
$266K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.3KNew |
$216K - $217K
|
4.3K
$218K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19New |
$954 - $959
|
19
$963
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
15.3K+ 4.91% |
$771K - $775K
|
328K
$16.6M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.49K- 74.24% |
$125K - $126K
|
864
$43.8K
|
|
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
$207K
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.61K- 12.91% |
$131K - $132K
|
17.6K
$893K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$650K - $653K
|
12.9K
$656K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35.1KNew |
$1.76M - $1.77M
|
35.1K
$1.78M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.82KNew |
$91.5K - $92K
|
1.82K
$92.3K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.1K- 69.81% |
$758K - $762K
|
6.53K
$331K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
84+ 1.28% |
$4.22K - $4.24K
|
6.65K
$337K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 99.36% |
$126K - $126K
|
16
$811
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
828New |
$41.6K - $41.8K
|
828
$42K
|
|
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
$912
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
49.9KNew |
$2.51M - $2.52M
|
49.9K
$2.53M
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.8K+ 29.6% |
$191K - $192K
|
16.6K
$843K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.38KClosed |
$69.1K - $69.4K
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.79K- 2.19% |
$190K - $191K
|
169K
$8.57M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$50.2 - $50.5
|
1
$50.7
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-15.9K- 13.67% |
$796K - $800K
|
100K
$5.07M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-272- 2.67% |
$13.7K - $13.7K
|
9.9K
$502K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-11.2K- 69.35% |
$563K - $566K
|
4.96K
$251K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
539KNew |
$27.1M - $27.2M
|
539K
$27.3M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1KNew |
$50.2K - $50.5K
|
1K
$50.7K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
638New |
$32K - $32.2K
|
638
$32.3K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
86.7KNew |
$4.35M - $4.38M
|
86.7K
$4.39M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.68K+ 10516.3% |
$486K - $488K
|
9.77K
$495K
|
|
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
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 20.83% |
$119K - $120K
|
9.04K
$458K
|
|
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
$1.52M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.47K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.4KNew |
$822K - $826K
|
16.4K
$829K
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
4.13KNew |
$207K - $208K
|
4.13K
$209K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$69K - $69.3K
|
1.37K
$69.6K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.5K- 29.01% |
$226K - $227K
|
11K
$558K
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-250- 3.09% |
$12.6K - $12.6K
|
7.85K
$398K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82K+ 69.61% |
$192K - $193K
|
9.31K
$472K
|
|
Q1 2024 | |||||||
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.22KClosed |
$312K - $314K
|
0
$0
|
|
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
$557
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
7.07KNew |
$355K - $357K
|
7.07K
$358K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
320+ 28.62% |
$16.1K - $16.2K
|
1.44K
$72.9K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
63.8KNew |
$3.21M - $3.22M
|
63.8K
$3.23M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.59K+ 8.12% |
$130K - $131K
|
34.5K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-543- 2.38% |
$27.3K - $27.4K
|
22.3K
$1.13M
|