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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.2K- 31.74% |
$661K - $668K
|
28.3K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-13.2K- 93.55% |
$665K - $671K
|
912
$46.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-13.9K- 16.79% |
$699K - $706K
|
69K
$3.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-14.1K- 10.47% |
$709K - $716K
|
121K
$6.09M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14.2K- 41.29% |
$716K - $723K
|
20.3K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.3K- 77.7% |
$717K - $724K
|
4.09K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-14.4K- 45.88% |
$725K - $732K
|
17K
$859K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-14.8K- 32.41% |
$745K - $752K
|
30.9K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.9K- 4.5% |
$749K - $756K
|
316K
$16M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-15K- 50.17% |
$752K - $759K
|
14.9K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-15.5K- 35.24% |
$777K - $785K
|
28.4K
$1.44M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-15.9K- 27.37% |
$799K - $807K
|
42.2K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-15.9K- 19.4% |
$800K - $808K
|
66.1K
$3.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.7K- 12.19% |
$840K - $848K
|
120K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-16.7K- 12.26% |
$841K - $849K
|
120K
$6.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-17.3K- 1.63% |
$869K - $877K
|
1.04M
$52.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-17.6K- 17.61% |
$884K - $893K
|
82.3K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-18.1K- 12.69% |
$911K - $920K
|
125K
$6.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.3K- 15.47% |
$918K - $927K
|
99.9K
$5.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.3K- 23.59% |
$920K - $929K
|
59.3K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-18.6K- 48.45% |
$934K - $943K
|
19.8K
$999K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-19.6K- 18.2% |
$983K - $992K
|
87.9K
$4.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-19.6K- 16.6% |
$987K - $997K
|
98.7K
$4.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-21.1K- 39.49% |
$1.06M - $1.07M
|
32.4K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.2K- 4.15% |
$1.07M - $1.08M
|
491K
$24.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-21.4K- 61.44% |
$1.08M - $1.09M
|
13.5K
$679K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-22.3K- 62.59% |
$1.12M - $1.13M
|
13.3K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-22.7K- 15.87% |
$1.14M - $1.15M
|
120K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-23K- 24.7% |
$1.15M - $1.16M
|
70K
$3.53M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-23.1K- 3.83% |
$1.16M - $1.17M
|
579K
$29.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.4K- 18.88% |
$1.18M - $1.19M
|
101K
$5.08M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-23.5K- 10.44% |
$1.18M - $1.19M
|
202K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-24.3K- 11.89% |
$1.22M - $1.24M
|
180K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-24.6K- 68.11% |
$1.24M - $1.25M
|
11.5K
$582K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-24.7K- 7.35% |
$1.24M - $1.25M
|
312K
$15.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25.5K- 86.77% |
$1.28M - $1.29M
|
3.88K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-26.3K- 11.96% |
$1.32M - $1.34M
|
194K
$9.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-26.6K- 31.64% |
$1.33M - $1.35M
|
57.4K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.8K- 75.48% |
$1.35M - $1.36M
|
8.71K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-27.2K- 54.41% |
$1.37M - $1.38M
|
22.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.6K- 32.37% |
$1.39M - $1.4M
|
57.6K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-27.8K- 13.93% |
$1.4M - $1.41M
|
172K
$8.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-27.9K- 35.67% |
$1.4M - $1.42M
|
50.4K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-28K- 85.73% |
$1.41M - $1.42M
|
4.66K
$235K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-28.2K- 78.09% |
$1.42M - $1.43M
|
7.93K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-28.6K- 29.4% |
$1.44M - $1.45M
|
68.6K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.7K- 10.65% |
$1.44M - $1.45M
|
240K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.3K- 15.11% |
$1.47M - $1.48M
|
164K
$8.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-29.7K- 3.04% |
$1.49M - $1.51M
|
946K
$47.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-29.8K- 59.3% |
$1.5M - $1.51M
|
20.4K
$1.03M
|