Purchases and Sales Made in Q1 2024 in Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Ultra Short I (JPST) during Q1 2024. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR ULTRA-SHORT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.5M+ 30.01% |
$530M - $532M
|
45.7M
$2.31B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64M+ 1105.68% |
$82.5M - $82.9M
|
1.79M
$90.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.32M+ 37.48% |
$66.2M - $66.5M
|
4.83M
$244M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.12M+ 31.35% |
$56.2M - $56.5M
|
4.69M
$237M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
891K+ 32.86% |
$44.7M - $45M
|
3.6M
$182M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
720K+ 158.95% |
$36.2M - $36.4M
|
1.17M
$59.3M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
580KNew |
$29.1M - $29.3M
|
580K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
570K+ 442.85% |
$28.6M - $28.8M
|
699K
$35.3M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
533K+ 4496.92% |
$26.8M - $26.9M
|
545K
$27.5M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
464K+ 433.62% |
$23.3M - $23.5M
|
572K
$28.9M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
464K+ 432.94% |
$23.3M - $23.4M
|
571K
$28.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
443K+ 5.8% |
$22.3M - $22.4M
|
8.08M
$408M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
420K+ 2323.7% |
$21.1M - $21.2M
|
438K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
386K+ 656.18% |
$19.4M - $19.5M
|
445K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
329KNew |
$16.5M - $16.6M
|
329K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
311K+ 18.26% |
$15.6M - $15.7M
|
2.01M
$102M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
253KNew |
$12.7M - $12.8M
|
253K
$12.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
248K+ 59.45% |
$12.4M - $12.5M
|
664K
$33.5M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
245K+ 6011.19% |
$12.3M - $12.4M
|
249K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
245K+ 3.28% |
$12.3M - $12.4M
|
7.7M
$389M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
239K+ 18.57% |
$12M - $12M
|
1.52M
$77M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 7.22% |
$11.8M - $11.9M
|
3.49M
$176M
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
BUY
|
- |
226K+ 39.14% |
$11.4M - $11.4M
|
803K
$40.6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200K+ 63.05% |
$10M - $10.1M
|
516K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
187K+ 260.03% |
$9.42M - $9.47M
|
260K
$13.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
184K+ 23.46% |
$9.26M - $9.31M
|
971K
$49M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
175K+ 511.33% |
$8.79M - $8.84M
|
209K
$10.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
172K+ 51.0% |
$8.64M - $8.69M
|
509K
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
172KNew |
$8.63M - $8.68M
|
172K
$8.68M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
171K+ 89.82% |
$8.6M - $8.64M
|
362K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
164K+ 15.49% |
$8.26M - $8.3M
|
1.23M
$61.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
161K+ 11.48% |
$8.08M - $8.12M
|
1.56M
$78.9M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
159K+ 1.18% |
$7.98M - $8.02M
|
13.6M
$688M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
155K+ 12.55% |
$7.77M - $7.81M
|
1.39M
$70.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147K+ 46.03% |
$7.37M - $7.41M
|
465K
$23.5M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
135KNew |
$6.77M - $6.81M
|
135K
$6.81M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
128K+ 80.17% |
$6.42M - $6.46M
|
287K
$14.5M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
127K+ 29.21% |
$6.36M - $6.39M
|
560K
$28.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
126K+ 12.85% |
$6.32M - $6.35M
|
1.1M
$55.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
121K+ 55.19% |
$6.08M - $6.11M
|
340K
$17.2M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
120KNew |
$6.03M - $6.06M
|
120K
$6.06M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
118K+ 10.17% |
$5.94M - $5.97M
|
1.28M
$64.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
114KNew |
$5.71M - $5.74M
|
114K
$5.75M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
113K+ 47.24% |
$5.66M - $5.69M
|
351K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
111K+ 22.25% |
$5.57M - $5.6M
|
610K
$30.8M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
98.6KNew |
$4.95M - $4.98M
|
98.6K
$4.98M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
97K+ 15.58% |
$4.87M - $4.9M
|
720K
$36.4M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
92.3K+ 7.67% |
$4.64M - $4.66M
|
1.29M
$65.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
92.1K+ 15.65% |
$4.63M - $4.65M
|
681K
$34.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
89K+ 76.9% |
$4.47M - $4.49M
|
205K
$10.3M
|