Latest Institutional Transactions on Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Tr Ultra Short I (JPST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13+ 0.12% |
$655 - $658
|
10.5K
$530K
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
414KNew |
$20.9M - $21M
|
414K
$20.9M
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.3KNew |
$519K - $522K
|
10.3K
$521K
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.52KNew |
$480K - $482K
|
9.52K
$481K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
774+ 1.84% |
$39K - $39.2K
|
42.9K
$2.17M
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.02K- 2.53% |
$102K - $102K
|
77.9K
$3.94M
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64+ 0.49% |
$3.22K - $3.24K
|
13K
$658K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-65.7K- 14.6% |
$3.31M - $3.33M
|
385K
$19.4M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-515K- 83.07% |
$25.9M - $26.1M
|
105K
$5.31M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.64K+ 13.85% |
$435K - $437K
|
71K
$3.59M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-70- 0.64% |
$3.53K - $3.54K
|
11K
$554K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
66K+ 9.39% |
$3.33M - $3.34M
|
769K
$38.9M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
46.9KNew |
$2.36M - $2.38M
|
46.9K
$2.37M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.76K+ 4.41% |
$441K - $443K
|
207K
$10.5M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.53KNew |
$278K - $280K
|
5.53K
$279K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.36K+ 3.6% |
$472K - $474K
|
270K
$13.6M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.36% |
$101 - $101
|
554
$28K
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
9.81KNew |
$494K - $496K
|
9.81K
$496K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.8K- 2.17% |
$543K - $546K
|
487K
$24.6M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
36.8K+ 28.1% |
$1.85M - $1.86M
|
168K
$8.48M
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5.36KNew |
$270K - $271K
|
5.36K
$271K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-21.6K- 11.98% |
$1.09M - $1.09M
|
159K
$8.03M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.93K+ 4.56% |
$299K - $300K
|
136K
$6.88M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
89K+ 1490.87% |
$4.48M - $4.5M
|
95K
$4.8M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.2K- 54.16% |
$2.73M - $2.74M
|
45.9K
$2.32M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-8.47K- 31.18% |
$427K - $429K
|
18.7K
$946K
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
54.3K+ 12.24% |
$2.74M - $2.75M
|
498K
$25.2M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.9K- 31.45% |
$698K - $702K
|
30.2K
$1.53M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
55.3KNew |
$2.79M - $2.8M
|
55.3K
$2.8M
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
19.1K+ 376.28% |
$960K - $964K
|
24.1K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
662+ 0.58% |
$33.3K - $33.5K
|
115K
$5.84M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.73KNew |
$238K - $239K
|
4.73K
$239K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.47K+ 37.75% |
$276K - $277K
|
20K
$1.01M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
201KNew |
$10.1M - $10.2M
|
201K
$10.2M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
25.7K+ 5.98% |
$1.3M - $1.3M
|
456K
$23.1M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
53+ 0.62% |
$2.67K - $2.68K
|
8.58K
$434K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 1.21% |
$80.6K - $81K
|
134K
$6.75M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.14K+ 37.07% |
$259K - $260K
|
19K
$961K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.99K+ 6.56% |
$151K - $151K
|
48.5K
$2.45M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
56+ 0.74% |
$2.82K - $2.83K
|
7.66K
$387K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.95K- 50.07% |
$451K - $453K
|
8.93K
$451K
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
305KNew |
$15.3M - $15.4M
|
305K
$15.4M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
18.5K+ 12.91% |
$930K - $934K
|
161K
$8.17M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
69.8KNew |
$3.52M - $3.53M
|
69.8K
$3.53M
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
107K+ 757.0% |
$5.38M - $5.4M
|
121K
$6.11M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 18.52% |
$62K - $62.2K
|
7.87K
$398K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 2.35% |
$403 - $405
|
349
$17.6K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-33K- 11.52% |
$1.66M - $1.67M
|
254K
$12.8M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-32.2K- 7.12% |
$1.62M - $1.63M
|
420K
$21.2M
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-3.44K- 11.74% |
$173K - $174K
|
25.8K
$1.31M
|