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 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-598- 1.32% |
$30K - $30.3K
|
44.7K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-615- 6.09% |
$30.9K - $31.2K
|
9.49K
$479K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-626- 3.24% |
$31.5K - $31.8K
|
18.7K
$945K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-627- 5.0% |
$31.5K - $31.8K
|
11.9K
$601K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-650- 0.52% |
$32.7K - $33K
|
124K
$6.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-651- 5.29% |
$32.7K - $33K
|
11.7K
$589K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-680- 2.59% |
$34.2K - $34.5K
|
25.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-700- 6.27% |
$35.2K - $35.5K
|
10.5K
$529K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-707- 5.41% |
$35.5K - $35.9K
|
12.4K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-726- 2.79% |
$36.5K - $36.8K
|
25.3K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-760- 0.15% |
$38.2K - $38.6K
|
499K
$25.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-770- 0.58% |
$38.7K - $39.1K
|
131K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-843- 1.02% |
$42.4K - $42.8K
|
82K
$4.14M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-853- 2.83% |
$42.9K - $43.3K
|
29.3K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-856- 14.51% |
$43K - $43.4K
|
5.05K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-873- 6.51% |
$43.9K - $44.3K
|
12.5K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-887- 7.26% |
$44.6K - $45K
|
11.3K
$573K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-902- 7.92% |
$45.3K - $45.8K
|
10.5K
$530K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-931- 7.45% |
$46.8K - $47.2K
|
11.6K
$584K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-957- 14.69% |
$48.1K - $48.6K
|
5.56K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-962- 13.65% |
$48.3K - $48.8K
|
6.09K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-978- 1.84% |
$49.1K - $49.6K
|
52.2K
$2.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1K- 15.91% |
$50.3K - $50.7K
|
5.28K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-1.01K- 16.27% |
$50.8K - $51.2K
|
5.2K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.03K- 2.29% |
$51.8K - $52.3K
|
43.9K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.06K- 0.23% |
$53.1K - $53.6K
|
451K
$22.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.1% |
$53.3K - $53.8K
|
49.5K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 9.89% |
$56.1K - $56.6K
|
10.2K
$513K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.12K- 1.57% |
$56.4K - $56.9K
|
70.4K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.12K- 18.02% |
$56.4K - $57K
|
5.11K
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 8.95% |
$56.5K - $57.1K
|
11.4K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.15K- 1.05% |
$57.5K - $58.1K
|
108K
$5.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.15K- 67.35% |
$57.6K - $58.2K
|
556
$28.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.15K- 2.04% |
$57.7K - $58.2K
|
55.1K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.15K- 5.63% |
$57.7K - $58.3K
|
19.3K
$973K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 20.9% |
$57.8K - $58.4K
|
4.36K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.16K- 1.99% |
$58K - $58.6K
|
56.8K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.16K- 3.54% |
$58.3K - $58.9K
|
31.7K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.18K- 8.28% |
$59.4K - $60K
|
13.1K
$661K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 2.39% |
$59.8K - $60.4K
|
48.7K
$2.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.21K- 6.02% |
$60.6K - $61.1K
|
18.8K
$951K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.21K- 1.76% |
$61K - $61.5K
|
67.9K
$3.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.22K- 20.84% |
$61.1K - $61.7K
|
4.62K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.24K- 2.69% |
$62.4K - $63K
|
45K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.25K- 9.39% |
$62.8K - $63.4K
|
12.1K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.25K- 3.15% |
$62.9K - $63.5K
|
38.4K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.29K- 7.88% |
$64.8K - $65.4K
|
15.1K
$761K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.31K- 36.44% |
$65.8K - $66.4K
|
2.28K
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.31K- 0.16% |
$65.9K - $66.6K
|
809K
$40.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.34K- 0.47% |
$67.3K - $67.9K
|
285K
$14.4M
|