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 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-40- 0.73% |
$2.01K - $2.02K
|
5.45K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-46- 0.15% |
$2.31K - $2.32K
|
30.9K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-47- 8.03% |
$2.36K - $2.37K
|
538
$27.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-51- 0.79% |
$2.56K - $2.57K
|
6.43K
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-59- 2.77% |
$2.96K - $2.98K
|
2.07K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-60- 1.12% |
$3.01K - $3.03K
|
5.32K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-74- 0.03% |
$3.72K - $3.74K
|
278K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-85- 0.09% |
$4.27K - $4.29K
|
98.9K
$5M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-96- 1.13% |
$4.82K - $4.85K
|
8.4K
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-97- 0.07% |
$4.87K - $4.9K
|
137K
$6.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-98- 2.05% |
$4.92K - $4.95K
|
4.69K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-100- 0.88% |
$5.02K - $5.05K
|
11.3K
$571K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-100- 0.6% |
$5.02K - $5.05K
|
16.6K
$838K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 0.06% |
$5.02K - $5.05K
|
178K
$9.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-102- 1.65% |
$5.12K - $5.15K
|
6.1K
$308K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-105- 0.4% |
$5.27K - $5.3K
|
26K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-117- 2.04% |
$5.88K - $5.91K
|
5.62K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-121- 3.45% |
$6.08K - $6.11K
|
3.39K
$171K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-131- 43.67% |
$6.58K - $6.61K
|
169
$8.54K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-135- 3.09% |
$6.78K - $6.81K
|
4.23K
$214K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-153- 33.41% |
$7.68K - $7.72K
|
305
$15.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-162- 0.36% |
$8.14K - $8.18K
|
45.3K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-169- 23.02% |
$8.49K - $8.53K
|
565
$28.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-171- 0.33% |
$8.59K - $8.63K
|
51.7K
$2.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-180- 1.19% |
$9.04K - $9.09K
|
15K
$756K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-189- 2.22% |
$9.49K - $9.54K
|
8.31K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-197- 3.57% |
$9.89K - $9.94K
|
5.32K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-199- 0.39% |
$9.99K - $10K
|
50.9K
$2.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-216- 0.78% |
$10.8K - $10.9K
|
27.6K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-218- 2.1% |
$10.9K - $11K
|
10.2K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-238- 0.65% |
$12K - $12K
|
36.1K
$1.82M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-250- 3.09% |
$12.6K - $12.6K
|
7.85K
$397K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-250- 1.66% |
$12.6K - $12.6K
|
14.8K
$748K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-252- 1.46% |
$12.7K - $12.7K
|
17K
$859K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-272- 2.67% |
$13.7K - $13.7K
|
9.9K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-274- 4.33% |
$13.8K - $13.8K
|
6.05K
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-291- 2.13% |
$14.6K - $14.7K
|
13.4K
$677K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-291- 0.31% |
$14.6K - $14.7K
|
92.9K
$4.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-300- 3.23% |
$15.1K - $15.1K
|
9K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-307- 1.85% |
$15.4K - $15.5K
|
16.3K
$825K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-312- 6.33% |
$15.7K - $15.7K
|
4.62K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-325- 2.63% |
$16.3K - $16.4K
|
12K
$607K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-332- 1.2% |
$16.7K - $16.8K
|
27.3K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-333- 0.77% |
$16.7K - $16.8K
|
42.8K
$2.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-364- 4.39% |
$18.3K - $18.4K
|
7.92K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-394- 7.17% |
$19.8K - $19.9K
|
5.1K
$258K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-400- 23.53% |
$20.1K - $20.2K
|
1.3K
$65.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-403- 1.49% |
$20.2K - $20.3K
|
26.6K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-429- 6.18% |
$21.5K - $21.7K
|
6.51K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-431- 6.04% |
$21.6K - $21.8K
|
6.71K
$339K
|