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 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
88K+ 23.27% |
$4.42M - $4.44M
|
466K
$23.6M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
86.3K+ 100.14% |
$4.34M - $4.36M
|
173K
$8.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
86.3KNew |
$4.33M - $4.35M
|
86.3K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
84.6K+ 34.72% |
$4.25M - $4.27M
|
328K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
84.2K+ 91.02% |
$4.23M - $4.25M
|
177K
$8.93M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84K+ 10.1% |
$4.22M - $4.24M
|
916K
$46.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
82.4K+ 915.56% |
$4.14M - $4.16M
|
91.4K
$4.62M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
78K+ 311.63% |
$3.92M - $3.94M
|
103K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
77.7KNew |
$3.9M - $3.92M
|
77.7K
$3.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
76.9K+ 1422.73% |
$3.86M - $3.88M
|
82.3K
$4.16M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74.2K+ 4.55% |
$3.73M - $3.75M
|
1.71M
$86.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
70.2K+ 23.43% |
$3.52M - $3.54M
|
370K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
70.1K+ 14.91% |
$3.52M - $3.54M
|
540K
$27.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
69.4K+ 54.97% |
$3.49M - $3.5M
|
196K
$9.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
69.2K+ 22.41% |
$3.48M - $3.5M
|
378K
$19.1M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
67K+ 19.85% |
$3.37M - $3.38M
|
405K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
66K+ 22.42% |
$3.32M - $3.33M
|
361K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
65.6K+ 37.92% |
$3.3M - $3.31M
|
239K
$12.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
64.7K+ 18.06% |
$3.25M - $3.27M
|
423K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
63.8KNew |
$3.21M - $3.22M
|
63.8K
$3.22M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
61.4K+ 92.43% |
$3.09M - $3.1M
|
128K
$6.46M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
59.8K+ 71.54% |
$3.01M - $3.02M
|
144K
$7.25M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
57.8K+ 572.07% |
$2.9M - $2.92M
|
67.9K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
57.1K+ 155.47% |
$2.87M - $2.88M
|
93.8K
$4.74M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
56.1K+ 24.86% |
$2.82M - $2.83M
|
282K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.7K+ 13.21% |
$2.75M - $2.76M
|
469K
$23.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
52.8K+ 4.18% |
$2.65M - $2.67M
|
1.31M
$66.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
51.4K+ 44.4% |
$2.58M - $2.59M
|
167K
$8.44M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
51K+ 9.65% |
$2.56M - $2.57M
|
580K
$29.3M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
50.7KNew |
$2.55M - $2.56M
|
50.7K
$2.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49.2K+ 25.8% |
$2.47M - $2.49M
|
240K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
45.4K+ 26.74% |
$2.28M - $2.29M
|
215K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
44.7K+ 14.81% |
$2.25M - $2.26M
|
347K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
41.3K+ 20.46% |
$2.07M - $2.08M
|
243K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41.1K+ 23.47% |
$2.06M - $2.07M
|
216K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.7K+ 11.35% |
$2.05M - $2.06M
|
399K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.6K+ 8.8% |
$1.99M - $2M
|
490K
$24.7M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
39.4KNew |
$1.98M - $1.99M
|
39.4K
$1.99M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
38.5K+ 627.52% |
$1.93M - $1.94M
|
44.7K
$2.26M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
38.3K+ 86.92% |
$1.93M - $1.94M
|
82.5K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
38.1K+ 11.69% |
$1.91M - $1.92M
|
364K
$18.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
36K+ 289.15% |
$1.81M - $1.82M
|
48.4K
$2.45M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
35.8K+ 66.2% |
$1.8M - $1.81M
|
89.9K
$4.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35.6K+ 7.32% |
$1.79M - $1.8M
|
521K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.5K+ 8.86% |
$1.78M - $1.79M
|
436K
$22M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
35.1KNew |
$1.76M - $1.77M
|
35.1K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34.1KNew |
$1.71M - $1.72M
|
34.1K
$1.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
33.9K+ 107.46% |
$1.7M - $1.71M
|
65.5K
$3.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
33.9K+ 92.13% |
$1.7M - $1.71M
|
70.7K
$3.57M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
33.9K+ 464.16% |
$1.7M - $1.71M
|
41.2K
$2.08M
|