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 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18.9K- 3.66% |
$949K - $954K
|
497K
$25.1M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-19.3K- 5.79% |
$971K - $976K
|
314K
$15.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-19.4K- 86.58% |
$973K - $978K
|
3K
$152K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-19.5K- 12.79% |
$979K - $984K
|
133K
$6.71M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-19.7K- 26.74% |
$992K - $997K
|
54.1K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-20.1K- 48.07% |
$1.01M - $1.01M
|
21.7K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20.6K- 11.38% |
$1.03M - $1.04M
|
161K
$8.11M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-21.2K- 20.19% |
$1.07M - $1.07M
|
84K
$4.24M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 6.27% |
$1.08M - $1.08M
|
320K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.9K- 32.01% |
$1.1M - $1.11M
|
46.5K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.9K- 1.05% |
$1.1M - $1.11M
|
2.06M
$104M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-22.8K- 58.34% |
$1.15M - $1.15M
|
16.3K
$823K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-22.9K- 60.43% |
$1.15M - $1.16M
|
15K
$758K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-23.1K- 54.49% |
$1.16M - $1.17M
|
19.3K
$975K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-24K- 7.96% |
$1.2M - $1.21M
|
277K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.6K- 20.58% |
$1.24M - $1.24M
|
95.1K
$4.8M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-24.7K- 26.08% |
$1.24M - $1.25M
|
69.9K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25.3K- 74.87% |
$1.27M - $1.28M
|
8.48K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.8K- 14.81% |
$1.3M - $1.3M
|
149K
$7.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25.9K- 51.44% |
$1.3M - $1.31M
|
24.4K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-26.3K- 7.58% |
$1.32M - $1.33M
|
321K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-27K- 42.56% |
$1.36M - $1.36M
|
36.4K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-27.5K- 16.34% |
$1.38M - $1.39M
|
141K
$7.11M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30K- 6.59% |
$1.51M - $1.52M
|
426K
$21.5M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-30.7K- 11.04% |
$1.54M - $1.55M
|
247K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31.4K- 19.68% |
$1.58M - $1.59M
|
128K
$6.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-32.3K- 26.38% |
$1.62M - $1.63M
|
90.3K
$4.56M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-32.9K- 31.09% |
$1.65M - $1.66M
|
72.9K
$3.68M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-33.2K- 2.62% |
$1.67M - $1.68M
|
1.23M
$62.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.3K- 27.92% |
$1.72M - $1.73M
|
88.6K
$4.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.9K- 14.29% |
$1.8M - $1.81M
|
215K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-36.1K- 18.17% |
$1.81M - $1.82M
|
163K
$8.22M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-36.3K- 78.04% |
$1.82M - $1.83M
|
10.2K
$516K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.8K- 13.88% |
$1.9M - $1.91M
|
234K
$11.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-38.2K- 37.2% |
$1.92M - $1.93M
|
64.5K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-38.3K- 39.06% |
$1.93M - $1.94M
|
59.8K
$3.02M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-40.5K- 18.81% |
$2.03M - $2.05M
|
175K
$8.83M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-41K- 31.3% |
$2.06M - $2.07M
|
90K
$4.54M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-41.2K- 25.43% |
$2.07M - $2.08M
|
121K
$6.11M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-43.2K- 10.49% |
$2.17M - $2.18M
|
368K
$18.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-44.2K- 27.99% |
$2.22M - $2.23M
|
114K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-45K- 40.04% |
$2.26M - $2.27M
|
67.5K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-46.1K- 39.31% |
$2.31M - $2.33M
|
71.1K
$3.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-46.7K- 11.95% |
$2.34M - $2.36M
|
344K
$17.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-48.6K- 34.35% |
$2.44M - $2.46M
|
93K
$4.7M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-49K- 49.6% |
$2.46M - $2.47M
|
49.8K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-49.7K- 64.67% |
$2.5M - $2.51M
|
27.1K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-51.3K- 47.75% |
$2.58M - $2.59M
|
56.1K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-51.8K- 28.93% |
$2.6M - $2.62M
|
127K
$6.43M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-54.5K- 24.11% |
$2.74M - $2.75M
|
171K
$8.66M
|