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 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2K+ 6.85% |
$100K - $101K
|
31.2K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.99KNew |
$100K - $101K
|
1.99K
$101K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.95K+ 28.73% |
$97.7K - $98.2K
|
8.72K
$440K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.9K+ 8.98% |
$95.6K - $96.1K
|
23.1K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1.86K+ 6.71% |
$93.4K - $93.9K
|
29.6K
$1.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.82KNew |
$91.5K - $92K
|
1.82K
$92K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.79K+ 1.93% |
$90K - $90.5K
|
94.8K
$4.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.78K+ 4.0% |
$89.3K - $89.8K
|
46.2K
$2.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.74K+ 64.17% |
$87.2K - $87.7K
|
4.44K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.7K+ 21187.5% |
$85.1K - $85.6K
|
1.7K
$86K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.69K+ 13.24% |
$85K - $85.5K
|
14.5K
$732K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.66K+ 1.95% |
$83.2K - $83.6K
|
86.7K
$4.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.64K+ 13.0% |
$82.6K - $83K
|
14.3K
$722K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.6K+ 13.96% |
$80.5K - $80.9K
|
13.1K
$661K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.59K+ 3.21% |
$79.7K - $80.1K
|
51K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 15.82% |
$76.6K - $77K
|
11.2K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.51K+ 4.94% |
$75.9K - $76.3K
|
32.1K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.49K+ 3.55% |
$74.6K - $75K
|
43.4K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.47K+ 2.98% |
$73.7K - $74.1K
|
50.8K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.46K+ 13.24% |
$73.3K - $73.7K
|
12.5K
$630K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.44K+ 4.42% |
$72.3K - $72.7K
|
34K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.4K+ 5.27% |
$70.5K - $70.9K
|
28K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.39K+ 1.09% |
$70K - $70.3K
|
130K
$6.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$69K - $69.3K
|
1.37K
$69.4K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.37K+ 0.93% |
$68.9K - $69.3K
|
149K
$7.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.35K+ 1.15% |
$67.8K - $68.1K
|
119K
$6.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.33K+ 0.22% |
$66.8K - $67.1K
|
599K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.32K+ 12.88% |
$66K - $66.4K
|
11.5K
$582K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.26K+ 1.85% |
$63.1K - $63.4K
|
69.1K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.2K+ 4.03% |
$60.1K - $60.4K
|
30.9K
$1.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 1.44% |
$59.9K - $60.2K
|
83.8K
$4.23M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.17K+ 4.74% |
$58.6K - $58.9K
|
25.8K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.16K+ 115900.0% |
$58.2K - $58.5K
|
1.16K
$58.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.15K+ 1.4% |
$57.9K - $58.2K
|
83.6K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.1K+ 1.47% |
$55.2K - $55.5K
|
76K
$3.84M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.1K+ 0.41% |
$55K - $55.3K
|
268K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.09K+ 0.84% |
$54.7K - $55K
|
131K
$6.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.05K+ 2.22% |
$52.9K - $53.2K
|
48.5K
$2.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.05K+ 4.71% |
$52.9K - $53.2K
|
23.4K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 2.26% |
$52.1K - $52.3K
|
46.9K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.03K+ 8.96% |
$51.6K - $51.9K
|
12.5K
$631K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1KNew |
$50.2K - $50.5K
|
1K
$50.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
990+ 0.06% |
$49.7K - $50K
|
1.52M
$77M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
983+ 14.49% |
$49.4K - $49.6K
|
7.77K
$392K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
983+ 0.25% |
$49.4K - $49.6K
|
401K
$20.2M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
980+ 12.83% |
$49.2K - $49.5K
|
8.62K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
975+ 0.52% |
$49K - $49.2K
|
190K
$9.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
967+ 3.05% |
$48.6K - $48.8K
|
32.7K
$1.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
950+ 2.4% |
$47.7K - $48K
|
40.5K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
887+ 21.54% |
$44.5K - $44.8K
|
5.01K
$253K
|