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 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.36K- 9.9% |
$470K - $472K
|
85.2K
$4.3M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-9.8K- 32.72% |
$492K - $495K
|
20.2K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10K- 35.55% |
$502K - $505K
|
18.1K
$915K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10K- 48.96% |
$504K - $506K
|
10.5K
$528K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.1K- 21.67% |
$506K - $509K
|
36.4K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 35.65% |
$511K - $513K
|
18.4K
$927K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10.2K- 4.77% |
$514K - $517K
|
205K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.4K- 5.95% |
$522K - $525K
|
164K
$8.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.5K- 36.43% |
$526K - $528K
|
18.3K
$922K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-10.8K- 11.71% |
$540K - $543K
|
81.1K
$4.09M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.9K- 11.59% |
$545K - $548K
|
82.8K
$4.18M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-11K- 4.43% |
$551K - $553K
|
236K
$11.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11K- 13.85% |
$554K - $557K
|
68.6K
$3.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-11.2K- 69.35% |
$563K - $566K
|
4.96K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-11.5K- 15.95% |
$576K - $579K
|
60.4K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.6K- 12.95% |
$585K - $588K
|
78.3K
$3.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-12K- 18.25% |
$600K - $604K
|
53.5K
$2.7M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-12.1K- 3.78% |
$606K - $609K
|
307K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 51.79% |
$609K - $612K
|
11.3K
$570K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.5K- 13.92% |
$630K - $633K
|
77.6K
$3.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-12.6K- 24.73% |
$631K - $634K
|
38.2K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-12.8K- 33.85% |
$643K - $646K
|
25K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-13.3K- 44.4% |
$668K - $672K
|
16.7K
$842K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-13.4K- 50.18% |
$673K - $677K
|
13.3K
$672K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-13.5K- 8.04% |
$679K - $683K
|
155K
$7.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.6K- 1.22% |
$683K - $686K
|
1.1M
$55.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-13.7K- 16.36% |
$688K - $692K
|
70.1K
$3.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-14.4K- 4.72% |
$725K - $729K
|
291K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-14.5K- 28.72% |
$730K - $734K
|
36.1K
$1.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-14.6K- 10.96% |
$731K - $735K
|
118K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-14.7K- 2.86% |
$739K - $743K
|
499K
$25.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-14.8K- 1.91% |
$741K - $745K
|
759K
$38.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-14.8K- 54.69% |
$745K - $749K
|
12.3K
$621K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.1K- 69.81% |
$758K - $762K
|
6.53K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.1K- 16.24% |
$760K - $764K
|
78.1K
$3.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-15.3K- 62.69% |
$767K - $771K
|
9.09K
$459K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-15.4K- 23.93% |
$773K - $777K
|
49K
$2.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15.6K- 13.65% |
$785K - $789K
|
98.9K
$4.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-15.9K- 13.67% |
$796K - $800K
|
100K
$5.06M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-16.5K- 22.56% |
$826K - $831K
|
56.5K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16.8K- 99.88% |
$844K - $849K
|
21
$1.06K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.8K- 33.12% |
$846K - $850K
|
34K
$1.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.1K- 11.14% |
$861K - $866K
|
137K
$6.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-17.7K- 8.19% |
$889K - $894K
|
198K
$10M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-17.7K- 38.74% |
$890K - $894K
|
28K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.6K- 16.79% |
$932K - $937K
|
91.9K
$4.64M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.7K- 5.06% |
$939K - $943K
|
351K
$17.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-18.9K- 10.95% |
$950K - $955K
|
154K
$7.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-18.9K- 12.23% |
$951K - $956K
|
136K
$6.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-19.2K- 16.49% |
$964K - $969K
|
97.2K
$4.91M
|