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 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.21K+ 10.74% |
$111K - $112K
|
22.8K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.19K+ 6.06% |
$110K - $110K
|
38.3K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.16K+ 10.16% |
$108K - $109K
|
23.4K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.14K+ 10.39% |
$107K - $108K
|
22.7K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.08K+ 1.22% |
$104K - $105K
|
173K
$8.73M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.08K+ 0.96% |
$104K - $105K
|
218K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.03KNew |
$102K - $103K
|
2.03K
$103K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.03K+ 2.04% |
$102K - $103K
|
102K
$5.13M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2K+ 6.35% |
$100K - $101K
|
33.5K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.97K+ 11.11% |
$98.8K - $99.3K
|
19.7K
$993K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.96K+ 12.22% |
$98.7K - $99.2K
|
18K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.93K+ 135.53% |
$96.9K - $97.4K
|
3.35K
$169K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.92K+ 22.48% |
$96.5K - $97K
|
10.5K
$529K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 7.2% |
$95.1K - $95.6K
|
28.2K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.82K+ 0.15% |
$91.6K - $92K
|
1.24M
$62.8M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 30.06% |
$88.1K - $88.5K
|
7.58K
$383K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.74K+ 4.31% |
$87.3K - $87.8K
|
42K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.69K+ 6.46% |
$84.8K - $85.3K
|
27.8K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
1.64K+ 7.31% |
$82.4K - $82.9K
|
24.1K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.63K+ 3.19% |
$81.6K - $82K
|
52.6K
$2.65M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.62K+ 15.25% |
$81.1K - $81.5K
|
12.2K
$616K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.59K+ 3.18% |
$79.7K - $80.1K
|
51.5K
$2.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.54K+ 16.62% |
$77.5K - $77.9K
|
10.8K
$547K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.53K+ 2.67% |
$77K - $77.4K
|
58.9K
$2.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 6.05% |
$75.3K - $75.7K
|
26.3K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.49KNew |
$74.7K - $75.1K
|
1.49K
$75.2K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.46K+ 1.99% |
$73.5K - $73.9K
|
74.9K
$3.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.44K+ 13.46% |
$72.4K - $72.8K
|
12.1K
$613K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
1.41K+ 2.4% |
$70.8K - $71.1K
|
60.2K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.39K+ 6.51% |
$69.7K - $70K
|
22.7K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.39KNew |
$69.6K - $70K
|
1.39K
$70K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 3.09% |
$69.1K - $69.5K
|
45.9K
$2.32M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.37K+ 33.23% |
$68.8K - $69.1K
|
5.49K
$277K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 1.24% |
$68.8K - $69.1K
|
112K
$5.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.37K+ 0.96% |
$68.6K - $69K
|
143K
$7.23M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.33K+ 12.76% |
$66.8K - $67.1K
|
11.7K
$593K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.32K+ 2596.08% |
$66.5K - $66.8K
|
1.38K
$69.5K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.31K+ 4.43% |
$66K - $66.3K
|
31K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.3K+ 0.89% |
$65.4K - $65.7K
|
147K
$7.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.29K+ 4.9% |
$64.5K - $64.9K
|
27.5K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.25K+ 0.81% |
$62.8K - $63.1K
|
155K
$7.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.25K+ 4.84% |
$62.7K - $63K
|
27K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.19K+ 9.76% |
$59.8K - $60.1K
|
13.4K
$676K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 16.04% |
$59.2K - $59.5K
|
8.52K
$431K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.08K+ 5.6% |
$54.4K - $54.7K
|
20.4K
$1.03M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.06K+ 4.61% |
$53.2K - $53.5K
|
24K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.03K+ 1.29% |
$51.9K - $52.2K
|
81.4K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1K+ 0.49% |
$50.4K - $50.6K
|
204K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
993+ 66.33% |
$49.9K - $50.1K
|
2.49K
$126K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
986+ 17.04% |
$49.5K - $49.8K
|
6.77K
$342K
|