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 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
8.1KNew |
$407K - $409K
|
8.1K
$409K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.09K+ 10.46% |
$407K - $409K
|
85.5K
$4.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.09K+ 41.41% |
$406K - $409K
|
27.6K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
7.96K+ 19.25% |
$400K - $402K
|
49.3K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
7.9K+ 3.35% |
$397K - $399K
|
244K
$12.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
7.73K+ 1.91% |
$388K - $390K
|
412K
$20.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.73K+ 18.55% |
$388K - $390K
|
49.4K
$2.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.67K+ 4.78% |
$385K - $387K
|
168K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
7.66K+ 3.53% |
$385K - $387K
|
225K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.6K+ 7.93% |
$382K - $384K
|
103K
$5.22M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7.47K+ 4.84% |
$375K - $377K
|
162K
$8.17M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7.38K+ 17.81% |
$370K - $372K
|
48.8K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.33K+ 6.23% |
$368K - $370K
|
125K
$6.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
7.29K+ 3.62% |
$366K - $368K
|
209K
$10.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.23K+ 32.12% |
$363K - $365K
|
29.8K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.11K+ 0.47% |
$357K - $359K
|
1.51M
$76M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.08K+ 12.24% |
$356K - $358K
|
65K
$3.28M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
7.07KNew |
$355K - $357K
|
7.07K
$357K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7KNew |
$352K - $354K
|
7K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.87K+ 1.6% |
$345K - $347K
|
437K
$22.1M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
6.87K+ 3.16% |
$345K - $347K
|
224K
$11.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.76KNew |
$339K - $341K
|
6.76K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.72K+ 45.1% |
$338K - $339K
|
21.6K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
6.71K+ 13424.0% |
$337K - $339K
|
6.76K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.66K+ 12.33% |
$334K - $336K
|
60.6K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.47K+ 62.37% |
$325K - $326K
|
16.8K
$850K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.36KNew |
$320K - $321K
|
6.36K
$321K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.35KNew |
$319K - $321K
|
6.35K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
6.31K+ 2.49% |
$317K - $318K
|
259K
$13.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.28KNew |
$316K - $317K
|
6.28K
$317K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
6.27KNew |
$315K - $317K
|
6.27K
$317K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 2.81% |
$309K - $311K
|
225K
$11.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
6.06K+ 1.41% |
$304K - $306K
|
435K
$22M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
5.92KNew |
$297K - $299K
|
5.92K
$299K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.9KNew |
$296K - $298K
|
5.9K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
5.88K+ 3.45% |
$295K - $297K
|
176K
$8.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.88KNew |
$295K - $297K
|
5.88K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.79K+ 37.77% |
$291K - $292K
|
21.1K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.73K+ 22.45% |
$288K - $289K
|
31.2K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.65K+ 141.39% |
$284K - $285K
|
9.64K
$487K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.65K+ 4.89% |
$284K - $285K
|
121K
$6.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.63K+ 14.52% |
$283K - $284K
|
44.4K
$2.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.62K+ 8.87% |
$282K - $284K
|
69K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.58KNew |
$280K - $282K
|
5.58K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.58K+ 7.4% |
$280K - $282K
|
80.9K
$4.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.56K+ 19.73% |
$279K - $281K
|
33.8K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.52K+ 92.79% |
$277K - $279K
|
11.5K
$580K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.51K+ 6.38% |
$277K - $278K
|
91.8K
$4.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
5.37K+ 2.09% |
$269K - $271K
|
262K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.18K+ 17.56% |
$260K - $262K
|
34.7K
$1.75M
|