Purchases and Sales Made in Q2 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 Q2 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 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
132+ 0.63% |
$6.63K - $6.66K
|
21.2K
$1.07M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
115+ 1.34% |
$5.78K - $5.81K
|
8.71K
$440K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
106+ 0.65% |
$5.32K - $5.35K
|
16.4K
$826K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
104+ 0.69% |
$5.22K - $5.25K
|
15.3K
$771K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
95+ 1.62% |
$4.77K - $4.8K
|
5.97K
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.34% |
$4.72K - $4.75K
|
7.1K
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
93+ 0.08% |
$4.67K - $4.69K
|
120K
$6.06M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84New |
$4.22K - $4.24K
|
84
$4.24K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
84+ 1.28% |
$4.22K - $4.24K
|
6.65K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
82+ 1.34% |
$4.12K - $4.14K
|
6.2K
$313K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
79+ 0.28% |
$3.97K - $3.99K
|
28.3K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
68+ 0.26% |
$3.41K - $3.43K
|
26.5K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
65+ 1.15% |
$3.26K - $3.28K
|
5.73K
$289K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
64+ 1.55% |
$3.21K - $3.23K
|
4.2K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
62+ 0.37% |
$3.11K - $3.13K
|
16.9K
$852K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
54+ 0.89% |
$2.71K - $2.73K
|
6.1K
$308K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
51+ 0.42% |
$2.56K - $2.57K
|
12.3K
$622K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 13.98% |
$1.96K - $1.97K
|
318
$16.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
37+ 0.67% |
$1.86K - $1.87K
|
5.56K
$281K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
37+ 0.48% |
$1.86K - $1.87K
|
7.75K
$391K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
32+ 0.68% |
$1.61K - $1.62K
|
4.72K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31+ 0.61% |
$1.56K - $1.56K
|
5.08K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
30+ 0.02% |
$1.51K - $1.51K
|
138K
$6.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.46K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
29+ 2900.0% |
$1.46K - $1.46K
|
30
$1.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19New |
$954 - $959
|
19
$960
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18New |
$904 - $909
|
18
$909
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 1.64% |
$804 - $808
|
993
$50.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
15+ 0.02% |
$753 - $757
|
87.1K
$4.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
14+ 0.34% |
$703 - $707
|
4.09K
$207K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10+ 1.4% |
$502 - $505
|
726
$36.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8+ 0.39% |
$402 - $404
|
2.08K
$105K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.08% |
$301 - $303
|
7.93K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 3.29% |
$251 - $252
|
157
$7.93K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.7% |
$251 - $252
|
724
$36.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.24% |
$251 - $252
|
409
$20.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 4.94% |
$201 - $202
|
85
$4.29K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 0.72% |
$151 - $151
|
422
$21.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.6% |
$100 - $101
|
338
$17.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 3.85% |
$50.2 - $50.5
|
27
$1.36K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$50.2 - $50.5
|
16.8K
$850K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$50.2 - $50.5
|
1
$50.5
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$50.2 - $50.5
|
1
$50.5
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.15% |
$201 - $202
|
2.74K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10- 0.16% |
$502 - $505
|
6.43K
$325K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-20- 2.01% |
$1K - $1.01K
|
973
$49.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21- 3.21% |
$1.05K - $1.06K
|
634
$32K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-28- 0.02% |
$1.41K - $1.41K
|
122K
$6.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-34- 0.45% |
$1.71K - $1.72K
|
7.59K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-38- 0.3% |
$1.91K - $1.92K
|
12.5K
$633K
|