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 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.04K+ 78.63% |
$203K - $204K
|
9.17K
$463K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.03KNew |
$202K - $203K
|
4.03K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4K+ 7.13% |
$201K - $202K
|
60.1K
$3.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.98KNew |
$200K - $201K
|
3.98K
$201K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.82K+ 60.82% |
$192K - $193K
|
10.1K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.82K+ 60.82% |
$192K - $193K
|
10.1K
$510K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82K+ 69.61% |
$192K - $193K
|
9.31K
$470K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.8K+ 29.6% |
$191K - $192K
|
16.6K
$840K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.64K+ 16.07% |
$183K - $184K
|
26.3K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.57K+ 34.08% |
$179K - $180K
|
14K
$709K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.46K+ 7.74% |
$174K - $175K
|
48.1K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.43K+ 3.87% |
$172K - $173K
|
92.1K
$4.65M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.42K+ 2.83% |
$172K - $173K
|
124K
$6.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.37K+ 9.99% |
$169K - $170K
|
37.1K
$1.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.35K+ 14.65% |
$168K - $169K
|
26.2K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.35K+ 3.22% |
$168K - $169K
|
108K
$5.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.32K+ 8.94% |
$167K - $168K
|
40.5K
$2.04M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.3K+ 5990.91% |
$165K - $166K
|
3.35K
$169K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
BUY
|
- |
3.29KNew |
$165K - $166K
|
3.29K
$166K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.17K+ 11.38% |
$159K - $160K
|
31K
$1.57M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.14K+ 0.9% |
$158K - $159K
|
353K
$17.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 7.03% |
$157K - $158K
|
47.5K
$2.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.11K+ 14.95% |
$156K - $157K
|
23.9K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.08K+ 12.41% |
$155K - $155K
|
27.9K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.06K+ 7.29% |
$154K - $155K
|
45.1K
$2.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.01K+ 5.65% |
$151K - $152K
|
56.2K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.99K+ 0.91% |
$150K - $151K
|
331K
$16.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.82K+ 0.46% |
$142K - $143K
|
619K
$31.3M
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
2.8K+ 20.45% |
$141K - $142K
|
16.5K
$834K
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 48.91% |
$140K - $140K
|
8.46K
$427K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.76K+ 12.14% |
$138K - $139K
|
25.5K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.68K+ 22.85% |
$134K - $135K
|
14.4K
$727K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.66K+ 6.68% |
$134K - $134K
|
42.5K
$2.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.65KNew |
$133K - $134K
|
2.65K
$134K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.61K+ 0.96% |
$131K - $132K
|
275K
$13.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.58K+ 85.97% |
$130K - $130K
|
5.58K
$282K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.54K+ 5.81% |
$127K - $128K
|
46.2K
$2.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 1.21% |
$122K - $123K
|
203K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.36K+ 5.9% |
$118K - $119K
|
42.3K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.34K+ 6.27% |
$118K - $118K
|
39.7K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.34K+ 0.19% |
$117K - $118K
|
1.24M
$62.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
2.32K+ 1.65% |
$116K - $117K
|
143K
$7.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.3K+ 12.97% |
$116K - $116K
|
20K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.26K+ 28.23% |
$114K - $114K
|
10.3K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.26KNew |
$114K - $114K
|
2.26K
$114K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.25K+ 4.75% |
$113K - $113K
|
49.6K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.14K+ 2.44% |
$107K - $108K
|
89.9K
$4.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
2.08K+ 2.2% |
$104K - $105K
|
96.3K
$4.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.07K+ 19.14% |
$104K - $105K
|
12.9K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 0.62% |
$102K - $103K
|
331K
$16.7M
|