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 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
32.8K+ 29.16% |
$1.65M - $1.65M
|
145K
$7.33M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
32.2K+ 27.9% |
$1.62M - $1.63M
|
148K
$7.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.2K+ 29.62% |
$1.62M - $1.62M
|
141K
$7.11M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
31.4K+ 14.11% |
$1.57M - $1.58M
|
254K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.8K+ 7.0% |
$1.55M - $1.55M
|
470K
$23.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
30.4K+ 13.99% |
$1.52M - $1.53M
|
247K
$12.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 27.71% |
$1.5M - $1.5M
|
137K
$6.93M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
28.9K+ 25.67% |
$1.45M - $1.46M
|
141K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
28.7K+ 45.49% |
$1.44M - $1.45M
|
91.7K
$4.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
28.1KNew |
$1.41M - $1.42M
|
28.1K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
27.9K+ 185.41% |
$1.4M - $1.41M
|
43K
$2.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
27.1K+ 16.61% |
$1.36M - $1.37M
|
190K
$9.6M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26.6KNew |
$1.34M - $1.34M
|
26.6K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
26.4K+ 6.56% |
$1.33M - $1.33M
|
429K
$21.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
24.9KNew |
$1.25M - $1.26M
|
24.9K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
24.6K+ 27.37% |
$1.24M - $1.24M
|
114K
$5.78M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
24.5KNew |
$1.23M - $1.24M
|
24.5K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.4K+ 6.6% |
$1.22M - $1.23M
|
394K
$19.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
24KNew |
$1.21M - $1.21M
|
24K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
23.5K+ 27.5% |
$1.18M - $1.19M
|
109K
$5.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.2K+ 22.56% |
$1.17M - $1.17M
|
126K
$6.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
22.9K+ 31.68% |
$1.15M - $1.16M
|
95.3K
$4.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.7KNew |
$1.14M - $1.14M
|
22.7K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.5K+ 33.42% |
$1.03M - $1.03M
|
81.8K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
20K+ 3.47% |
$1.01M - $1.01M
|
597K
$30.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
20KNew |
$1M - $1.01M
|
20K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19.7K+ 7.58% |
$990K - $995K
|
280K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
19.2K+ 105.97% |
$964K - $969K
|
37.3K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
19.1K+ 35.6% |
$958K - $963K
|
72.7K
$3.67M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
19.1K+ 17.34% |
$958K - $963K
|
129K
$6.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
18.9K+ 36.41% |
$951K - $956K
|
71K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
18.8K+ 43.93% |
$944K - $949K
|
61.6K
$3.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18.6K+ 7.44% |
$933K - $938K
|
268K
$13.6M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
18.4K+ 6.99% |
$926K - $931K
|
282K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18.4K+ 94.38% |
$922K - $927K
|
37.8K
$1.91M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
18.3K+ 2.68% |
$921K - $926K
|
703K
$35.5M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
18.1K+ 59.17% |
$909K - $914K
|
48.7K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 12.88% |
$900K - $905K
|
157K
$7.93M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
17.8K+ 11.09% |
$896K - $900K
|
179K
$9.03M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
17.5K+ 2.95% |
$877K - $882K
|
609K
$30.8M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
17.4K+ 22.95% |
$874K - $878K
|
93.2K
$4.71M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.1K+ 184.99% |
$861K - $866K
|
26.4K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
17K+ 14.68% |
$852K - $857K
|
133K
$6.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Reitz Capital Advisors LLC
|
BUY
|
- |
16.8KNew |
$842K - $847K
|
16.8K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16K+ 20.41% |
$805K - $809K
|
94.5K
$4.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
16K+ 4.72% |
$803K - $808K
|
355K
$17.9M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
15.6K+ 3.35% |
$782K - $786K
|
480K
$24.2M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$761K - $765K
|
15.2K
$765K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
14.8K+ 22.73% |
$745K - $749K
|
80.1K
$4.04M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.2K+ 54.82% |
$716K - $719K
|
40.2K
$2.03M
|