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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
983+ 6.2% |
$49.4K - $49.6K
|
16.8K
$850K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
967+ 2.48% |
$48.6K - $48.8K
|
40K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
845+ 4.02% |
$42.4K - $42.7K
|
21.9K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
837New |
$42K - $42.3K
|
837
$42.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
825+ 0.77% |
$41.4K - $41.7K
|
109K
$5.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
800+ 666.67% |
$40.2K - $40.4K
|
920
$46.5K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
793+ 2.17% |
$39.8K - $40K
|
37.4K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
790+ 1.24% |
$39.7K - $39.9K
|
64.4K
$3.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
752+ 11.05% |
$37.8K - $38K
|
7.56K
$382K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
700+ 1.65% |
$35.2K - $35.3K
|
43.1K
$2.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
636+ 2.26% |
$31.9K - $32.1K
|
28.7K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
617+ 3.71% |
$31K - $31.2K
|
17.3K
$872K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
600New |
$30.1K - $30.3K
|
600
$30.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
600+ 504.2% |
$30.1K - $30.3K
|
719
$36.3K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
566+ 2.89% |
$28.4K - $28.6K
|
20.1K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
562+ 10.01% |
$28.2K - $28.4K
|
6.17K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
559+ 0.75% |
$28.1K - $28.2K
|
75.4K
$3.81M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
542+ 282.29% |
$27.2K - $27.4K
|
734
$37.1K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
536+ 1093.88% |
$26.9K - $27.1K
|
585
$29.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
525+ 10.75% |
$26.4K - $26.5K
|
5.41K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
520+ 3.02% |
$26.1K - $26.3K
|
17.7K
$896K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
500+ 0.74% |
$25.1K - $25.2K
|
68.3K
$3.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
481+ 7.29% |
$24.2K - $24.3K
|
7.08K
$358K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
470New |
$23.6K - $23.7K
|
470
$23.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
432+ 3.1% |
$21.7K - $21.8K
|
14.4K
$726K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
430+ 7.45% |
$21.6K - $21.7K
|
6.2K
$313K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
425+ 1.29% |
$21.3K - $21.5K
|
33.3K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
407+ 0.9% |
$20.4K - $20.5K
|
45.5K
$2.3M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
391New |
$19.6K - $19.7K
|
391
$19.7K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
391+ 4.69% |
$19.6K - $19.7K
|
8.73K
$441K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
360+ 3.63% |
$18.1K - $18.2K
|
10.3K
$519K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
339+ 2.75% |
$17K - $17.1K
|
12.6K
$639K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
320+ 28.62% |
$16.1K - $16.2K
|
1.44K
$72.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
320+ 1.56% |
$16.1K - $16.2K
|
20.9K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
299+ 6.1% |
$15K - $15.1K
|
5.2K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
279New |
$14K - $14.1K
|
279
$14.1K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
266+ 0.2% |
$13.4K - $13.4K
|
130K
$6.57M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
265+ 0.22% |
$13.3K - $13.4K
|
119K
$6.03M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
230+ 3.18% |
$11.6K - $11.6K
|
7.45K
$376K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
226+ 2.49% |
$11.4K - $11.4K
|
9.31K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
217+ 1.61% |
$10.9K - $11K
|
13.7K
$691K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
208+ 2.07% |
$10.4K - $10.5K
|
10.3K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
201+ 2.02% |
$10.1K - $10.1K
|
10.2K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200+ 4.12% |
$10K - $10.1K
|
5.05K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200+ 2.59% |
$10K - $10.1K
|
7.92K
$400K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
192New |
$9.64K - $9.69K
|
192
$9.7K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
173New |
$8.69K - $8.73K
|
173
$8.74K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
156+ 51.66% |
$7.84K - $7.88K
|
458
$23.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
155+ 0.97% |
$7.79K - $7.83K
|
16.2K
$817K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
152+ 0.62% |
$7.63K - $7.67K
|
24.8K
$1.25M
|