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 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
16.8KNew |
$845K - $853K
|
16.8K
$849K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16.8KNew |
$843K - $851K
|
16.8K
$847K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.6KNew |
$836K - $844K
|
16.6K
$840K
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
16.5K+ 142.31% |
$830K - $839K
|
28.1K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
16.5K+ 43.86% |
$828K - $836K
|
54K
$2.73M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16.3KNew |
$820K - $828K
|
16.3K
$825K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.2K+ 323.7% |
$813K - $821K
|
21.2K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
16.2K+ 113.18% |
$813K - $821K
|
30.5K
$1.54M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16.1K+ 68.92% |
$809K - $817K
|
39.4K
$1.99M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
15.9K+ 5.34% |
$798K - $806K
|
314K
$15.8M
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
15.7K+ 16.55% |
$788K - $796K
|
110K
$5.58M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
15.3K+ 3.2% |
$769K - $777K
|
494K
$24.9M
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 80.55% |
$765K - $773K
|
34.1K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
15.2K+ 119.53% |
$762K - $769K
|
27.8K
$1.41M
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
15K+ 8.46% |
$752K - $760K
|
192K
$9.7M
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.9K+ 14.18% |
$748K - $756K
|
120K
$6.06M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.8K+ 1.92% |
$742K - $750K
|
785K
$39.6M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
14.7KNew |
$739K - $746K
|
14.7K
$743K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
14.7KNew |
$737K - $744K
|
14.7K
$741K
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
14.6K+ 5.6% |
$733K - $740K
|
275K
$13.9M
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
14.5K+ 13.58% |
$730K - $737K
|
122K
$6.14M
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
14.5K+ 2.52% |
$730K - $737K
|
592K
$29.9M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.4K+ 28.37% |
$723K - $730K
|
65.1K
$3.29M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
14.2K+ 2.76% |
$712K - $719K
|
528K
$26.7M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.1KNew |
$709K - $715K
|
14.1K
$712K
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 4.3% |
$707K - $714K
|
341K
$17.2M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.9K+ 15.05% |
$696K - $703K
|
106K
$5.35M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.8K+ 10.64% |
$691K - $698K
|
143K
$7.22M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
13.7K+ 35.55% |
$688K - $694K
|
52.2K
$2.64M
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
13.6K+ 14.45% |
$684K - $690K
|
108K
$5.44M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.4KNew |
$675K - $682K
|
13.4K
$679K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.1K+ 13.54% |
$658K - $665K
|
110K
$5.55M
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
13.1K+ 398.02% |
$657K - $663K
|
16.4K
$826K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12.7K+ 46.05% |
$639K - $645K
|
40.3K
$2.04M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.7K+ 4.38% |
$638K - $645K
|
303K
$15.3M
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
BUY
|
- |
12.2K+ 1.69% |
$613K - $619K
|
733K
$37M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12K+ 8.12% |
$604K - $609K
|
160K
$8.08M
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
12KNew |
$603K - $609K
|
12K
$606K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
11.9K+ 7.24% |
$600K - $606K
|
177K
$8.93M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.5K+ 125.34% |
$577K - $583K
|
20.7K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11.4K+ 11.0% |
$572K - $577K
|
115K
$5.8M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.2K+ 14.4% |
$565K - $570K
|
89.3K
$4.51M
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.2K+ 36.29% |
$564K - $569K
|
42.1K
$2.13M
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
11K+ 3.02% |
$551K - $556K
|
373K
$18.9M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.9K+ 41.06% |
$547K - $552K
|
37.4K
$1.89M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
10.8K+ 4.17% |
$545K - $550K
|
271K
$13.7M
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
10.7K+ 46.34% |
$538K - $543K
|
33.8K
$1.71M
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
10.7K+ 2.54% |
$537K - $542K
|
431K
$21.8M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
10.6K+ 21.39% |
$533K - $538K
|
60.2K
$3.04M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
10.5K+ 12.08% |
$526K - $531K
|
97.1K
$4.91M
|