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 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-217K- 64.84% |
$10.9M - $11M
|
118K
$5.95M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-232K- 49.49% |
$11.6M - $11.7M
|
236K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-237K- 32.76% |
$11.9M - $12M
|
487K
$24.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-256K- 25.13% |
$12.9M - $12.9M
|
762K
$38.5M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-261K- 48.98% |
$13.1M - $13.2M
|
272K
$13.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-264K- 92.73% |
$13.2M - $13.3M
|
20.7K
$1.04M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-278K- 91.04% |
$13.9M - $14M
|
27.3K
$1.38M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-283K- 77.88% |
$14.2M - $14.3M
|
80.3K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-336K- 3.75% |
$16.9M - $17M
|
8.62M
$435M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-336K- 74.3% |
$16.9M - $17M
|
116K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-347K- 98.04% |
$17.4M - $17.5M
|
6.92K
$350K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-514K- 53.75% |
$25.8M - $25.9M
|
442K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-527K- 49.95% |
$26.5M - $26.6M
|
528K
$26.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-549K- 82.11% |
$27.6M - $27.7M
|
120K
$6.04M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-655K- 6.68% |
$32.9M - $33.1M
|
9.15M
$462M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-851K- 73.28% |
$42.7M - $42.9M
|
310K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.01M- 71.11% |
$50.5M - $50.8M
|
409K
$20.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.1M- 69.14% |
$55.5M - $55.7M
|
493K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.14M- 58.22% |
$57.1M - $57.4M
|
816K
$41.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.18M- 26.0% |
$59.2M - $59.5M
|
3.35M
$169M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.75M- 3.12% |
$88M - $88.4M
|
54.3M
$2.74B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.81M- 3.23% |
$91.1M - $91.5M
|
54.3M
$2.74B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.81M- 3.23% |
$91.1M - $91.5M
|
54.3M
$2.74B
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.83M- 98.47% |
$92.1M - $92.6M
|
28.5K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.07M- 12.48% |
$104M - $104M
|
14.5M
$731M
|