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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
630New |
$31.5K - $31.6K
|
630
$31.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.2KNew |
$1.01M - $1.02M
|
20.2K
$1.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-119- 11.9% |
$5.95K - $5.98K
|
881
$44.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-21.1K- 83.26% |
$1.06M - $1.06M
|
4.25K
$215K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-195- 3.81% |
$9.75K - $9.79K
|
4.93K
$249K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-980Closed |
$49K - $49.2K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
SELL
|
- |
-504- 10.47% |
$25.2K - $25.3K
|
4.31K
$218K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 5.68% |
$59.1K - $59.4K
|
22K
$1.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
1.91K+ 10.09% |
$95.6K - $96K
|
20.8K
$1.05M
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
47+ 0.34% |
$2.35K - $2.36K
|
14K
$706K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-150- 12.72% |
$7.5K - $7.53K
|
1.03K
$52K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$300 - $301
|
1.59K
$80.4K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7KNew |
$350K - $352K
|
7K
$354K
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
795+ 11.47% |
$39.8K - $40K
|
7.73K
$390K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
955+ 14.09% |
$47.8K - $48K
|
7.74K
$391K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-621Closed |
$31.1K - $31.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.72KClosed |
$236K - $237K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
455New |
$22.8K - $22.9K
|
455
$23K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
229K+ 232.51% |
$11.5M - $11.5M
|
327K
$16.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-7.24KClosed |
$363K - $364K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
119KNew |
$5.98M - $6M
|
119K
$6.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.99K- 42.48% |
$150K - $150K
|
4.04K
$204K
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.67KNew |
$384K - $385K
|
7.67K
$387K
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-50.8KClosed |
$2.55M - $2.56M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-451K- 59.32% |
$22.6M - $22.7M
|
310K
$15.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.31M- 89.95% |
$416M - $418M
|
928K
$46.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-4KClosed |
$200K - $201K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-88.7K- 35.16% |
$4.44M - $4.46M
|
164K
$8.26M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-374Closed |
$18.7K - $18.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-417Closed |
$20.9K - $21K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.27KNew |
$214K - $214K
|
4.27K
$215K
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.74K- 18.2% |
$86.9K - $87.2K
|
7.8K
$394K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7KClosed |
$350K - $352K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-265Closed |
$13.3K - $13.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.47K- 6.34% |
$124K - $124K
|
36.5K
$1.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
16.2KNew |
$810K - $813K
|
16.2K
$817K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-260KClosed |
$13M - $13.1M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9.03KClosed |
$452K - $454K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5.79KClosed |
$290K - $291K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.07% |
$350 - $352
|
10.3K
$522K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.58KClosed |
$229K - $230K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-2K- 32.04% |
$100K - $100K
|
4.24K
$214K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-213KClosed |
$10.7M - $10.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.49KNew |
$475K - $477K
|
9.49K
$479K
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2K- 28.32% |
$100K - $101K
|
5.06K
$256K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-187KClosed |
$9.34M - $9.38M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-50K- 61.01% |
$2.5M - $2.51M
|
31.9K
$1.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04KNew |
$51.9K - $52.1K
|
1.04K
$52.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3.51KClosed |
$176K - $177K
|
0
$0
|
|