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 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
33.9K+ 316.54% |
$1.7M - $1.72M
|
44.6K
$2.25M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.9K+ 204.54% |
$1.7M - $1.72M
|
50.5K
$2.55M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
32.8K+ 6.98% |
$1.65M - $1.67M
|
503K
$25.4M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
32.6K+ 20.39% |
$1.64M - $1.65M
|
192K
$9.71M
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
32.1K+ 15.62% |
$1.61M - $1.63M
|
237K
$12M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31KNew |
$1.56M - $1.58M
|
31K
$1.57M
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
31K+ 32.05% |
$1.56M - $1.57M
|
128K
$6.45M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
30.8K+ 2.5% |
$1.55M - $1.56M
|
1.27M
$64M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
30.2K+ 83.3% |
$1.52M - $1.53M
|
66.4K
$3.35M
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
30.1K+ 169.05% |
$1.51M - $1.53M
|
47.9K
$2.42M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
29.4K+ 13.0% |
$1.48M - $1.49M
|
256K
$12.9M
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
28.9KNew |
$1.45M - $1.47M
|
28.9K
$1.46M
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
27.8K+ 6.03% |
$1.4M - $1.41M
|
490K
$24.7M
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
27.4K+ 34.96% |
$1.38M - $1.39M
|
106K
$5.35M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.9K+ 64.23% |
$1.35M - $1.36M
|
68.7K
$3.47M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
26.7K+ 11.6% |
$1.34M - $1.36M
|
257K
$13M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
26.3K+ 81.74% |
$1.32M - $1.34M
|
58.5K
$2.96M
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
25.4KNew |
$1.28M - $1.29M
|
25.4K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
25.3K+ 39.9% |
$1.27M - $1.28M
|
88.8K
$4.48M
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25.3K+ 11.78% |
$1.27M - $1.28M
|
240K
$12.1M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 14.03% |
$1.25M - $1.26M
|
202K
$10.2M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
24.9K+ 1.05% |
$1.25M - $1.26M
|
2.4M
$121M
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
24.3KNew |
$1.22M - $1.23M
|
24.3K
$1.23M
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
24.1K+ 6.75% |
$1.21M - $1.22M
|
381K
$19.3M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24.1K+ 12.44% |
$1.21M - $1.22M
|
217K
$11M
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
23.6K+ 2.69% |
$1.19M - $1.2M
|
900K
$45.5M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
23.5K+ 116.48% |
$1.18M - $1.19M
|
43.6K
$2.2M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
22.9K+ 145.18% |
$1.15M - $1.16M
|
38.7K
$1.96M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22.4K+ 39.16% |
$1.12M - $1.13M
|
79.5K
$4.01M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.2K+ 15.16% |
$1.12M - $1.13M
|
169K
$8.53M
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
21.7K+ 5.67% |
$1.09M - $1.1M
|
405K
$20.4M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
21.7K+ 9.92% |
$1.09M - $1.1M
|
241K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
21.4K+ 12.67% |
$1.08M - $1.09M
|
191K
$9.63M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
21.2K+ 183.82% |
$1.06M - $1.07M
|
32.7K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 0.25% |
$1.06M - $1.07M
|
8.59M
$434M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
21K+ 19.49% |
$1.05M - $1.06M
|
129K
$6.5M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20.9K+ 45.33% |
$1.05M - $1.06M
|
67K
$3.38M
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
20.4K+ 39.71% |
$1.02M - $1.03M
|
71.6K
$3.62M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 37.3% |
$1M - $1.01M
|
73.6K
$3.72M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
19.5K+ 6.82% |
$980K - $989K
|
305K
$15.4M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
19.2K+ 7.79% |
$965K - $975K
|
266K
$13.4M
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
19K+ 49.52% |
$953K - $962K
|
57.3K
$2.89M
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
18.9K+ 11.47% |
$949K - $958K
|
184K
$9.27M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18.5K+ 33.71% |
$931K - $940K
|
73.5K
$3.71M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 3.54% |
$924K - $933K
|
538K
$27.2M
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
17.8K+ 157.73% |
$893K - $902K
|
29.1K
$1.47M
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
17.2K+ 32.83% |
$866K - $874K
|
69.7K
$3.52M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
17.1K+ 15.28% |
$858K - $866K
|
129K
$6.51M
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
17K+ 6.65% |
$854K - $862K
|
272K
$13.8M
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
16.9K+ 3.95% |
$847K - $855K
|
444K
$22.4M
|