Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-95- 4.67% |
$4.77K - $4.82K
|
1.94K
$97.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-95- 2.26% |
$4.77K - $4.82K
|
4.11K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-100- 0.98% |
$5.03K - $5.07K
|
10.1K
$509K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-100- 0.19% |
$5.03K - $5.07K
|
51.6K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-105- 0.04% |
$5.28K - $5.33K
|
278K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-113- 0.26% |
$5.68K - $5.73K
|
42.8K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-117- 2.63% |
$5.88K - $5.94K
|
4.33K
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-129- 83.77% |
$6.48K - $6.55K
|
25
$1.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-139- 0.78% |
$6.98K - $7.05K
|
17.8K
$897K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-140- 3.0% |
$7.04K - $7.1K
|
4.53K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-141- 2.94% |
$7.09K - $7.15K
|
4.65K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-150- 2.42% |
$7.54K - $7.61K
|
6.05K
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-158- 1.67% |
$7.94K - $8.02K
|
9.33K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-158- 3.57% |
$7.94K - $8.02K
|
4.27K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-167- 0.39% |
$8.39K - $8.47K
|
42.4K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-170- 0.19% |
$8.54K - $8.63K
|
87.7K
$4.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-170- 2.12% |
$8.54K - $8.63K
|
7.86K
$397K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-170- 0.2% |
$8.54K - $8.63K
|
86.9K
$4.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-194- 0.48% |
$9.75K - $9.84K
|
40.3K
$2.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-196- 3.05% |
$9.85K - $9.95K
|
6.24K
$315K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 15.63% |
$10.1K - $10.1K
|
1.08K
$54.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-207- 1.7% |
$10.4K - $10.5K
|
12K
$606K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-220- 8.04% |
$11.1K - $11.2K
|
2.52K
$127K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-250- 0.73% |
$12.6K - $12.7K
|
34K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-255- 83.61% |
$12.8K - $12.9K
|
50
$2.53K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-263- 0.27% |
$13.2K - $13.3K
|
98.6K
$4.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-268- 2.89% |
$13.5K - $13.6K
|
9.02K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-273- 2.52% |
$13.7K - $13.9K
|
10.6K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-305- 9.0% |
$15.3K - $15.5K
|
3.08K
$156K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-319- 3.1% |
$16K - $16.2K
|
9.96K
$503K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-345- 4.11% |
$17.3K - $17.5K
|
8.06K
$407K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-365- 57.57% |
$18.3K - $18.5K
|
269
$13.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-386- 4.65% |
$19.4K - $19.6K
|
7.92K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-394- 6.17% |
$19.8K - $20K
|
5.99K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-414- 6.79% |
$20.8K - $21K
|
5.68K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-435- 1.41% |
$21.9K - $22.1K
|
30.4K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-437- 2.61% |
$22K - $22.2K
|
16.3K
$823K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-457- 6.16% |
$23K - $23.2K
|
6.96K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-464- 1.42% |
$23.3K - $23.5K
|
32.1K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-465- 4.61% |
$23.4K - $23.6K
|
9.63K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-487- 3.66% |
$24.5K - $24.7K
|
12.8K
$648K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-495- 0.25% |
$24.9K - $25.1K
|
196K
$9.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 4.62% |
$25.1K - $25.4K
|
10.3K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-512- 1.07% |
$25.7K - $26K
|
47.3K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-520- 5.43% |
$26.1K - $26.4K
|
9.06K
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-532- 3.55% |
$26.7K - $27K
|
14.4K
$729K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-543- 2.04% |
$27.3K - $27.6K
|
26.1K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-549- 89.71% |
$27.6K - $27.9K
|
63
$3.18K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-554- 1.14% |
$27.8K - $28.1K
|
47.9K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-570- 6.38% |
$28.6K - $28.9K
|
8.36K
$422K
|