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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.11K- 3.41% |
$55.5K - $55.8K
|
31.3K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.11K- 1.32% |
$55.6K - $55.9K
|
82.9K
$4.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.12K- 5.43% |
$56.3K - $56.6K
|
19.6K
$989K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.19K- 0.92% |
$59.6K - $59.9K
|
128K
$6.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.2K- 4.36% |
$60.2K - $60.5K
|
26.3K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.22K- 0.25% |
$61.2K - $61.5K
|
479K
$24.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.23K- 3.52% |
$61.8K - $62.1K
|
33.7K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.23K- 27.68% |
$61.8K - $62.1K
|
3.22K
$163K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-1.24K- 13.17% |
$62K - $62.3K
|
8.14K
$412K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.3K- 1.75% |
$65.2K - $65.5K
|
72.9K
$3.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.31K- 11.85% |
$65.9K - $66.2K
|
9.76K
$494K
|
|
|
Jul 15, 2024
Q2 2024
|
Nepsis Inc.
|
SELL
|
- |
-1.37K- 3.52% |
$68.8K - $69.2K
|
37.6K
$1.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.38KClosed |
$69.1K - $69.4K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 18.2% |
$69.3K - $69.7K
|
6.2K
$314K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.38K- 2.31% |
$69.4K - $69.8K
|
58.4K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.45K- 24.51% |
$72.6K - $72.9K
|
4.45K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.47K- 7.5% |
$74K - $74.4K
|
18.2K
$919K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 12.18% |
$75.3K - $75.7K
|
10.8K
$547K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 1.14% |
$76.5K - $76.9K
|
132K
$6.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.53K- 4.64% |
$76.8K - $77.2K
|
31.4K
$1.59M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.54K- 48.47% |
$77.2K - $77.6K
|
1.64K
$82.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.54K- 4.24% |
$77.5K - $77.9K
|
34.9K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.6K- 4.78% |
$80.4K - $80.8K
|
31.9K
$1.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-1.61K- 2.68% |
$81K - $81.4K
|
58.6K
$2.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.65K- 14.06% |
$82.9K - $83.3K
|
10.1K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.66K- 13.21% |
$83.2K - $83.6K
|
10.9K
$551K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.69K- 18.83% |
$84.9K - $85.3K
|
7.28K
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.73K- 8.38% |
$86.9K - $87.3K
|
18.9K
$957K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.74K- 0.8% |
$87.4K - $87.9K
|
216K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.76K- 26.03% |
$88.3K - $88.8K
|
5K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.77K- 2.81% |
$88.9K - $89.3K
|
61.1K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.77K- 7.88% |
$89K - $89.5K
|
20.7K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.85K- 6.58% |
$92.9K - $93.4K
|
26.3K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.85K- 2.31% |
$92.9K - $93.4K
|
78.2K
$3.96M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.85K- 1.88% |
$93.1K - $93.5K
|
96.7K
$4.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.88K- 13.09% |
$94.5K - $95K
|
12.5K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.89K- 52.08% |
$94.8K - $95.3K
|
1.74K
$87.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.9K- 4.06% |
$95.5K - $96K
|
44.9K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.91K- 22.53% |
$95.9K - $96.4K
|
6.57K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.96K- 8.01% |
$98.6K - $99.1K
|
22.5K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.97K- 14.71% |
$98.7K - $99.2K
|
11.4K
$577K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.99K- 8.0% |
$99.9K - $100K
|
22.9K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2K- 1.57% |
$100K - $101K
|
125K
$6.32M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.17K- 5.67% |
$109K - $110K
|
36.2K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.19K- 6.71% |
$110K - $111K
|
30.5K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.22K- 32.65% |
$111K - $112K
|
4.57K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.26K- 19.26% |
$114K - $114K
|
9.48K
$480K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.28K- 6.5% |
$115K - $115K
|
32.8K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.37K- 19.09% |
$119K - $119K
|
10K
$507K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.37K- 1.27% |
$119K - $119K
|
184K
$9.29M
|