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
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.17K+ 2.31% |
$260K - $261K
|
229K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.03K+ 0.93% |
$253K - $254K
|
543K
$27.4M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.02KNew |
$252K - $254K
|
5.02K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
5.02K+ 5.63% |
$252K - $253K
|
94.2K
$4.75M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5KNew |
$251K - $252K
|
5K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
5K+ 10.2% |
$251K - $252K
|
54K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.96KNew |
$249K - $251K
|
4.96K
$250K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.8K+ 3.92% |
$241K - $242K
|
127K
$6.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.72K+ 1.77% |
$237K - $238K
|
272K
$13.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
4.63KNew |
$233K - $234K
|
4.63K
$233K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.54KNew |
$228K - $229K
|
4.54K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.3KNew |
$216K - $217K
|
4.3K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.3K+ 13.77% |
$216K - $217K
|
35.5K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.19KNew |
$210K - $212K
|
4.19K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.15KNew |
$208K - $209K
|
4.15K
$209K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
4.14KNew |
$208K - $209K
|
4.14K
$209K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.12KNew |
$207K - $208K
|
4.12K
$208K
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.11K+ 2.29% |
$206K - $207K
|
184K
$9.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.11K+ 6.22% |
$206K - $207K
|
70.1K
$3.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.09K+ 87.64% |
$205K - $207K
|
8.76K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.08K+ 15.87% |
$205K - $206K
|
29.8K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.99K+ 6.22% |
$201K - $202K
|
68.2K
$3.44M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
3.98K+ 5.77% |
$200K - $201K
|
72.9K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.93K+ 130.63% |
$198K - $199K
|
6.94K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 68.86% |
$196K - $197K
|
9.58K
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.85K+ 5.44% |
$193K - $194K
|
74.6K
$3.76M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3.55K+ 2.87% |
$178K - $179K
|
127K
$6.41M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.47K+ 2.04% |
$174K - $175K
|
174K
$8.76M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.46K+ 7.61% |
$174K - $174K
|
48.9K
$2.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.45K+ 0.45% |
$173K - $174K
|
774K
$39M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
3.4K+ 2.06% |
$171K - $171K
|
168K
$8.48M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.37K+ 15.02% |
$169K - $170K
|
25.8K
$1.3M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.87K+ 13.23% |
$144K - $145K
|
24.6K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.86K+ 10.62% |
$143K - $144K
|
29.7K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.81K+ 4.29% |
$141K - $142K
|
68.4K
$3.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.81K+ 20.64% |
$141K - $142K
|
16.4K
$829K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.81K+ 1.27% |
$141K - $142K
|
224K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 0.23% |
$139K - $140K
|
1.21M
$61M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.75K+ 2.52% |
$138K - $139K
|
112K
$5.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.72K+ 40.58% |
$136K - $137K
|
9.41K
$474K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.63K+ 5.5% |
$132K - $133K
|
50.5K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.61K+ 2.86% |
$131K - $132K
|
93.8K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.59K+ 8.12% |
$130K - $131K
|
34.5K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 7.12% |
$128K - $129K
|
38.5K
$1.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.52K+ 22.73% |
$126K - $127K
|
13.6K
$686K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 1.26% |
$125K - $126K
|
201K
$10.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.37K+ 22.78% |
$119K - $120K
|
12.8K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.35K+ 29.79% |
$118K - $119K
|
10.2K
$517K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.24K+ 4.52% |
$112K - $113K
|
51.7K
$2.61M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.22K+ 3.66% |
$112K - $112K
|
62.9K
$3.17M
|