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 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
875New |
$43.9K - $44.2K
|
875
$44.2K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
863+ 0.87% |
$43.3K - $43.6K
|
99.9K
$5.05M
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
858+ 1.14% |
$43.1K - $43.3K
|
76.3K
$3.85M
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
838+ 0.77% |
$42.1K - $42.3K
|
109K
$5.53M
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
835+ 0.37% |
$41.9K - $42.2K
|
225K
$11.4M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
828New |
$41.6K - $41.8K
|
828
$41.8K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
816+ 1.66% |
$41K - $41.2K
|
49.9K
$2.52M
|
|
Aug 13, 2024
Q2 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
801+ 14.81% |
$40.2K - $40.4K
|
6.21K
$314K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
794+ 28.38% |
$39.9K - $40.1K
|
3.59K
$181K
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
787+ 1.77% |
$39.5K - $39.7K
|
45.3K
$2.29M
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
785+ 1.55% |
$39.4K - $39.6K
|
51.4K
$2.6M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
785+ 14.08% |
$39.4K - $39.6K
|
6.36K
$321K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
760+ 8.92% |
$38.2K - $38.4K
|
9.28K
$469K
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
740+ 2.3% |
$37.2K - $37.4K
|
33K
$1.67M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
736+ 2.89% |
$37K - $37.2K
|
26.2K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
692+ 16.52% |
$34.8K - $34.9K
|
4.88K
$247K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
638New |
$32K - $32.2K
|
638
$32.2K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
618+ 67.17% |
$31K - $31.2K
|
1.54K
$77.7K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
603New |
$30.3K - $30.4K
|
603
$30.5K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
600New |
$30.1K - $30.3K
|
600
$30.3K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
587New |
$29.5K - $29.6K
|
587
$29.6K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$25.1K - $25.2K
|
500
$25.3K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500+ 18.52% |
$25.1K - $25.2K
|
3.2K
$162K
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
462+ 5.29% |
$23.2K - $23.3K
|
9.19K
$464K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
460+ 4.35% |
$23.1K - $23.2K
|
11K
$557K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
400+ 7.99% |
$20.1K - $20.2K
|
5.41K
$273K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
385+ 1.88% |
$19.3K - $19.4K
|
20.8K
$1.05M
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
376+ 1.05% |
$18.9K - $19K
|
36.2K
$1.83M
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
341+ 0.31% |
$17.1K - $17.2K
|
112K
$5.66M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
326+ 1.1% |
$16.4K - $16.5K
|
30.1K
$1.52M
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
326+ 5.98% |
$16.4K - $16.5K
|
5.78K
$292K
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
320+ 6.51% |
$16.1K - $16.2K
|
5.23K
$264K
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
306+ 0.4% |
$15.4K - $15.4K
|
76.9K
$3.88M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
229+ 1.27% |
$11.5K - $11.6K
|
18.3K
$922K
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
224+ 0.59% |
$11.2K - $11.3K
|
38.5K
$1.94M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
217+ 5.23% |
$10.9K - $11K
|
4.37K
$221K
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
213+ 3.45% |
$10.7K - $10.8K
|
6.39K
$323K
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
209+ 2.38% |
$10.5K - $10.6K
|
8.99K
$454K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
206+ 2.21% |
$10.3K - $10.4K
|
9.51K
$481K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
203+ 11.51% |
$10.2K - $10.2K
|
1.97K
$99.4K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
200+ 1.87% |
$10K - $10.1K
|
10.9K
$551K
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
200+ 2.41% |
$10K - $10.1K
|
8.49K
$429K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
199+ 0.53% |
$9.99K - $10K
|
37.6K
$1.9M
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
176+ 1.3% |
$8.84K - $8.88K
|
13.7K
$693K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
163+ 2.92% |
$8.19K - $8.23K
|
5.74K
$290K
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
161+ 1.34% |
$8.09K - $8.13K
|
12.2K
$615K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
154New |
$7.73K - $7.77K
|
154
$7.78K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
147+ 0.81% |
$7.38K - $7.42K
|
18.2K
$920K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
144+ 1.19% |
$7.23K - $7.27K
|
12.2K
$617K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
139+ 1.14% |
$6.98K - $7.02K
|
12.3K
$620K
|