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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-510- 26.56% |
$25.6K - $25.7K
|
1.41K
$71.2K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-535- 6.97% |
$26.9K - $27K
|
7.14K
$361K
|
|
|
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 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-547- 1.51% |
$27.5K - $27.6K
|
35.6K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-557- 4.15% |
$28K - $28.1K
|
12.9K
$650K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-564- 1.13% |
$28.3K - $28.5K
|
49.3K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-573- 0.79% |
$28.8K - $28.9K
|
71.9K
$3.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-576- 10.09% |
$28.9K - $29.1K
|
5.13K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-582- 5.91% |
$29.2K - $29.4K
|
9.27K
$468K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-595- 1.11% |
$29.9K - $30K
|
53.1K
$2.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-623- 5.66% |
$31.3K - $31.5K
|
10.4K
$524K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-633- 1.69% |
$31.8K - $32K
|
36.8K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-649- 2.28% |
$32.6K - $32.8K
|
27.9K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-657- 1.54% |
$33K - $33.2K
|
41.9K
$2.12M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-660- 4.39% |
$33.2K - $33.3K
|
14.4K
$726K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-684- 6.38% |
$34.4K - $34.5K
|
10K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-696- 5.14% |
$35K - $35.1K
|
12.8K
$648K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-700- 27.98% |
$35.2K - $35.3K
|
1.8K
$91K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-717- 10.6% |
$36K - $36.2K
|
6.05K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-723- 2.7% |
$36.3K - $36.5K
|
26.1K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-733- 0.9% |
$36.8K - $37K
|
80.4K
$4.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-793- 4.87% |
$39.8K - $40K
|
15.5K
$783K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-800- 4.8% |
$40.2K - $40.4K
|
15.9K
$801K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-826- 3.82% |
$41.5K - $41.7K
|
20.8K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-850- 23.94% |
$42.7K - $42.9K
|
2.7K
$136K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-869- 3.38% |
$43.6K - $43.9K
|
24.8K
$1.26M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-875- 1.7% |
$44K - $44.2K
|
50.7K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-918- 5.23% |
$46.1K - $46.3K
|
16.6K
$840K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-931- 10.93% |
$46.8K - $47K
|
7.59K
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-937- 14.04% |
$47.1K - $47.3K
|
5.74K
$290K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-940- 5.87% |
$47.2K - $47.5K
|
15.1K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-963- 2.55% |
$48.4K - $48.6K
|
36.8K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-967- 7.34% |
$48.6K - $48.8K
|
12.2K
$616K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-982- 14.42% |
$49.3K - $49.6K
|
5.83K
$294K
|
|
|
Apr 12, 2024
Q1 2024
|
Nepsis Inc.
|
SELL
|
- |
-1.03K- 2.57% |
$51.6K - $51.9K
|
39K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.03K- 99.9% |
$51.7K - $52K
|
1
$50.5
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.05K- 18.26% |
$52.6K - $52.9K
|
4.69K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.07K- 0.39% |
$53.8K - $54.1K
|
277K
$14M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.08K- 10.98% |
$54.4K - $54.7K
|
8.78K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.1K- 10.34% |
$55.3K - $55.5K
|
9.54K
$482K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.11K- 1.11% |
$55.9K - $56.2K
|
99.1K
$5.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12K- 13.73% |
$56.4K - $56.6K
|
7.05K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.18K- 2.43% |
$59.3K - $59.6K
|
47.5K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.18K- 17.45% |
$59.5K - $59.8K
|
5.6K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.28K- 1.12% |
$64.3K - $64.7K
|
113K
$5.72M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.31K- 59.55% |
$65.8K - $66.1K
|
890
$45K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.32K- 96.29% |
$66.5K - $66.8K
|
51
$2.58K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 7.14% |
$66.7K - $67.1K
|
17.3K
$873K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.35K- 1.27% |
$67.8K - $68.1K
|
105K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.35K- 8.66% |
$68K - $68.4K
|
14.3K
$721K
|