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 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
32.3K+ 478.23% |
$1.62M - $1.63M
|
39.1K
$1.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
32K+ 454.48% |
$1.61M - $1.62M
|
39.1K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
31.4KNew |
$1.58M - $1.59M
|
31.4K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.1KNew |
$1.51M - $1.52M
|
30.1K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
29.8KNew |
$1.5M - $1.51M
|
29.8K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
29.7K+ 9.65% |
$1.49M - $1.5M
|
338K
$17.1M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
29.7K+ 26.26% |
$1.49M - $1.5M
|
143K
$7.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
29.7K+ 2.26% |
$1.49M - $1.5M
|
1.34M
$67.9M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
29.6KNew |
$1.49M - $1.49M
|
29.6K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
29K+ 47.16% |
$1.46M - $1.47M
|
90.6K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
28.9KNew |
$1.45M - $1.46M
|
28.9K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
26.7K+ 29.73% |
$1.34M - $1.35M
|
117K
$5.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
26.5KNew |
$1.33M - $1.34M
|
26.5K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
26.1K+ 52.97% |
$1.31M - $1.32M
|
75.4K
$3.81M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
26.1K+ 53.54% |
$1.31M - $1.32M
|
74.9K
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
25.6K+ 9.39% |
$1.28M - $1.29M
|
298K
$15M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
25.6K+ 94.89% |
$1.28M - $1.29M
|
52.5K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.7K+ 5.59% |
$1.24M - $1.25M
|
467K
$23.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 141.5% |
$1.22M - $1.23M
|
41.5K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
24.1K+ 5.65% |
$1.21M - $1.21M
|
450K
$22.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.6K+ 269.52% |
$1.19M - $1.19M
|
32.4K
$1.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23.5K+ 4.51% |
$1.18M - $1.19M
|
545K
$27.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
23.5KNew |
$1.18M - $1.19M
|
23.5K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
23.3K+ 34.52% |
$1.17M - $1.18M
|
90.7K
$4.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 2.84% |
$1.16M - $1.17M
|
839K
$42.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23.2KNew |
$1.16M - $1.17M
|
23.2K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
22.8K+ 2.67% |
$1.14M - $1.15M
|
876K
$44.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
22.2K+ 12.97% |
$1.12M - $1.12M
|
194K
$9.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 4.53% |
$1.11M - $1.12M
|
512K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.9KNew |
$1.1M - $1.11M
|
21.9K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
21.8K+ 23.3% |
$1.1M - $1.1M
|
116K
$5.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
21.6K+ 8.04% |
$1.08M - $1.09M
|
290K
$14.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.5K+ 17.23% |
$1.08M - $1.09M
|
147K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
21.2K+ 3.48% |
$1.07M - $1.07M
|
631K
$31.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
20.9KNew |
$1.05M - $1.06M
|
20.9K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
20.8K+ 0.88% |
$1.04M - $1.05M
|
2.37M
$120M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
20.7KNew |
$1.04M - $1.05M
|
20.7K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
20.4KNew |
$1.02M - $1.03M
|
20.4K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
19.8K+ 27.2% |
$996K - $1M
|
92.7K
$4.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.2K+ 179.61% |
$966K - $971K
|
30K
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19.2K+ 31.66% |
$964K - $969K
|
79.8K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
18.9K+ 124.02% |
$951K - $956K
|
34.2K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18.8K+ 12.0% |
$946K - $951K
|
176K
$8.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.9K+ 8.88% |
$897K - $901K
|
219K
$11.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.8K+ 18.64% |
$892K - $897K
|
113K
$5.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
17.7K+ 8.48% |
$888K - $893K
|
226K
$11.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
17.5K+ 4.02% |
$877K - $882K
|
452K
$22.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.2KNew |
$863K - $867K
|
17.2K
$868K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17K+ 8.61% |
$856K - $860K
|
215K
$10.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16.7K+ 9.45% |
$838K - $843K
|
193K
$9.77M
|