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 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
14.2KNew |
$711K - $715K
|
14.2K
$714K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14.1K+ 3.5% |
$709K - $713K
|
418K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
14K+ 5.19% |
$702K - $706K
|
283K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.9K+ 79.33% |
$696K - $699K
|
31.3K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
13.7K+ 16.85% |
$687K - $691K
|
94.9K
$4.78M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13.2K+ 0.56% |
$665K - $668K
|
2.39M
$120M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.2K+ 79.2% |
$665K - $668K
|
30K
$1.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
13.1K+ 11.39% |
$659K - $662K
|
128K
$6.47M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
13K+ 80.25% |
$653K - $656K
|
29.2K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 309.0% |
$652K - $655K
|
17.2K
$866K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.9K+ 6.96% |
$647K - $650K
|
198K
$9.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
12.8KNew |
$643K - $647K
|
12.8K
$646K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.8K+ 418.1% |
$643K - $646K
|
15.9K
$799K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12.3K+ 278.08% |
$618K - $621K
|
16.7K
$844K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.9K+ 8.22% |
$598K - $601K
|
157K
$7.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.9K+ 17.0% |
$597K - $601K
|
81.8K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7K+ 72.22% |
$588K - $591K
|
27.9K
$1.41M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.7K+ 3.45% |
$586K - $589K
|
350K
$17.6M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.6KNew |
$581K - $584K
|
11.6K
$583K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11.5KNew |
$576K - $579K
|
11.5K
$578K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.3K+ 7.32% |
$568K - $571K
|
166K
$8.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
11.3K+ 7.03% |
$567K - $570K
|
172K
$8.67M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
11.2K+ 1.33% |
$561K - $564K
|
854K
$43M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.1KNew |
$557K - $560K
|
11.1K
$560K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.9K+ 34.14% |
$550K - $552K
|
43K
$2.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.9K+ 2.1% |
$545K - $548K
|
527K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
10.7K+ 3.96% |
$539K - $542K
|
282K
$14.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$538K - $541K
|
10.7K
$540K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.6K+ 12.03% |
$534K - $536K
|
99K
$4.99M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
10.5K+ 3.49% |
$529K - $532K
|
312K
$15.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$527K - $530K
|
10.5K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
10.4K+ 2.63% |
$524K - $527K
|
407K
$20.5M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
10.3K+ 9.59% |
$519K - $522K
|
118K
$5.96M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
10.2K+ 8.2% |
$513K - $516K
|
135K
$6.8M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 19.0% |
$509K - $512K
|
63.5K
$3.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10K+ 115.94% |
$503K - $506K
|
18.7K
$941K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9.82KNew |
$493K - $496K
|
9.82K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
9.6K+ 31.68% |
$482K - $485K
|
39.9K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9.47K+ 17.18% |
$476K - $478K
|
64.6K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.43K+ 3.67% |
$474K - $476K
|
267K
$13.4M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
9.38KNew |
$471K - $474K
|
9.38K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
9.3KNew |
$467K - $470K
|
9.3K
$469K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
9.19K+ 5.72% |
$462K - $464K
|
170K
$8.56M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.92K+ 8.41% |
$448K - $450K
|
115K
$5.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8.74K+ 3.84% |
$439K - $441K
|
236K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.62K+ 98.77% |
$433K - $435K
|
17.3K
$874K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.62KNew |
$433K - $435K
|
8.62K
$434K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.21K+ 7.2% |
$412K - $415K
|
122K
$6.17M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.18K+ 5.32% |
$411K - $413K
|
162K
$8.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
8.11K+ 16.71% |
$407K - $409K
|
56.6K
$2.85M
|