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 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.27K- 29.97% |
$265K - $266K
|
12.3K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.32K- 1.38% |
$267K - $269K
|
380K
$19.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.36K- 24.19% |
$269K - $271K
|
16.8K
$849K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.37K- 1.71% |
$270K - $271K
|
308K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.42K- 4.43% |
$272K - $274K
|
117K
$5.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.46K- 12.05% |
$274K - $276K
|
39.9K
$2.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5.49K- 34.16% |
$276K - $277K
|
10.6K
$534K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.81K- 16.89% |
$292K - $293K
|
28.6K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.9K- 3.2% |
$296K - $298K
|
178K
$9.01M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.98K- 15.64% |
$300K - $302K
|
32.2K
$1.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-6.04K- 11.3% |
$303K - $305K
|
47.4K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-6.04K- 6.44% |
$304K - $305K
|
87.7K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.08K- 12.03% |
$305K - $307K
|
44.5K
$2.25M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-6.23KClosed |
$313K - $315K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-6.27K- 16.0% |
$315K - $317K
|
32.9K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-6.44K- 1.02% |
$324K - $325K
|
624K
$31.5M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-6.55K- 32.88% |
$329K - $331K
|
13.4K
$675K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.56K- 11.22% |
$329K - $331K
|
51.9K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.74K- 91.15% |
$339K - $340K
|
655
$33.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.8K- 8.16% |
$342K - $343K
|
76.5K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.8K- 13.18% |
$342K - $343K
|
44.8K
$2.26M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.83K- 6.4% |
$343K - $345K
|
99.9K
$5.05M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.06K- 7.01% |
$355K - $357K
|
93.6K
$4.73M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.09K- 45.67% |
$356K - $358K
|
8.43K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-7.28K- 46.15% |
$366K - $368K
|
8.5K
$429K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-7.37K- 43.36% |
$370K - $372K
|
9.63K
$486K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-7.49K- 4.15% |
$376K - $378K
|
173K
$8.73M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-7.51K- 53.18% |
$377K - $379K
|
6.61K
$334K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.63K- 8.47% |
$383K - $385K
|
82.4K
$4.16M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-7.8K- 4.17% |
$392K - $394K
|
179K
$9.04M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7.81K- 4.03% |
$392K - $395K
|
186K
$9.4M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.89K- 25.22% |
$396K - $398K
|
23.4K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8.09K- 5.34% |
$407K - $409K
|
144K
$7.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.33K- 31.56% |
$419K - $421K
|
18.1K
$913K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8.5K- 13.35% |
$427K - $429K
|
55.1K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.56K- 18.72% |
$430K - $432K
|
37.2K
$1.88M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.57K- 39.61% |
$430K - $433K
|
13.1K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.69K- 58.04% |
$436K - $439K
|
6.28K
$317K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-9.05K- 13.47% |
$455K - $457K
|
58.2K
$2.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.29K- 5.58% |
$467K - $469K
|
157K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.32K- 20.41% |
$468K - $471K
|
36.3K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.33K- 10.3% |
$468K - $471K
|
81.2K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.33K- 11.85% |
$469K - $471K
|
69.4K
$3.51M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.41K- 51.98% |
$473K - $475K
|
8.69K
$439K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.42K- 7.86% |
$473K - $476K
|
110K
$5.58M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-9.54K- 16.2% |
$479K - $482K
|
49.4K
$2.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-9.55K- 15.83% |
$480K - $482K
|
50.8K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-9.58K- 10.73% |
$481K - $484K
|
79.7K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.58K- 16.94% |
$481K - $484K
|
47K
$2.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.77K- 12.86% |
$491K - $493K
|
66.2K
$3.34M
|