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 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-312- 6.33% |
$15.7K - $15.7K
|
4.62K
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-325- 2.63% |
$16.3K - $16.4K
|
12K
$608K
|
|
|
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
$401K
|
|
|
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
$65.8K
|
|
|
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
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-470- 0.81% |
$23.6K - $23.7K
|
57.7K
$2.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-489- 8.39% |
$24.6K - $24.7K
|
5.34K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-496- 2.52% |
$24.9K - $25K
|
19.2K
$970K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 6.32% |
$25.1K - $25.2K
|
7.42K
$375K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-500- 3.62% |
$25.1K - $25.2K
|
13.3K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-508- 10.12% |
$25.5K - $25.6K
|
4.51K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-518- 7.84% |
$26K - $26.1K
|
6.09K
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-522- 1.42% |
$26.2K - $26.4K
|
36.2K
$1.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-577- 3.33% |
$29K - $29.1K
|
16.7K
$847K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-578- 16.06% |
$29K - $29.2K
|
3.02K
$153K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-581- 0.81% |
$29.2K - $29.3K
|
70.9K
$3.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-623- 9.0% |
$31.3K - $31.4K
|
6.3K
$319K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-660- 0.52% |
$33.1K - $33.3K
|
127K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-680- 5.28% |
$34.1K - $34.3K
|
12.2K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-682- 2.57% |
$34.3K - $34.4K
|
25.8K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-704- 1.63% |
$35.4K - $35.5K
|
42.4K
$2.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-725- 15.1% |
$36.4K - $36.6K
|
4.08K
$206K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-747- 1.71% |
$37.5K - $37.7K
|
43K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-756- 1.59% |
$38K - $38.2K
|
46.7K
$2.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-764- 0.94% |
$38.4K - $38.6K
|
80.7K
$4.08M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-768- 2.3% |
$38.6K - $38.8K
|
32.6K
$1.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-800- 46.78% |
$40.2K - $40.4K
|
910
$46K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-810- 16.42% |
$40.7K - $40.9K
|
4.12K
$209K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-818- 4.24% |
$41.1K - $41.3K
|
18.5K
$935K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-842- 1.21% |
$42.3K - $42.5K
|
68.6K
$3.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-850- 5.36% |
$42.7K - $42.9K
|
15K
$760K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-873- 3.05% |
$43.8K - $44.1K
|
27.7K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-876- 58.87% |
$44K - $44.2K
|
612
$31K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-908- 17.4% |
$45.6K - $45.8K
|
4.31K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-908- 17.4% |
$45.6K - $45.8K
|
4.31K
$218K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-959- 10.2% |
$48.2K - $48.4K
|
8.45K
$427K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-991- 51.67% |
$49.8K - $50K
|
927
$46.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1K- 7.31% |
$50.2K - $50.5K
|
12.7K
$641K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.03K- 19.26% |
$51.8K - $52.1K
|
4.33K
$219K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.04K- 5.16% |
$52.3K - $52.6K
|
19.1K
$968K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.05K- 2.43% |
$52.7K - $53K
|
42.1K
$2.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.09K- 0.53% |
$54.7K - $55K
|
204K
$10.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.09K- 3.67% |
$54.9K - $55.2K
|
28.7K
$1.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.1K- 14.9% |
$55.2K - $55.5K
|
6.28K
$318K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.1K- 5.7% |
$55.4K - $55.7K
|
18.3K
$925K
|