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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 99.36% |
$126K - $126K
|
16
$807
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
828New |
$41.6K - $41.8K
|
828
$41.8K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.37K+ 9.99% |
$169K - $170K
|
37.1K
$1.87M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18New |
$904 - $909
|
18
$908
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.17K+ 11.38% |
$159K - $160K
|
31K
$1.57M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
49.9KNew |
$2.51M - $2.52M
|
49.9K
$2.52M
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.8K+ 29.6% |
$191K - $192K
|
16.6K
$839K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.98KNew |
$451K - $453K
|
8.98K
$453K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.38KClosed |
$69.1K - $69.4K
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-400- 23.53% |
$20.1K - $20.2K
|
1.3K
$65.6K
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.49KNew |
$225K - $227K
|
4.49K
$226K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.79K- 2.19% |
$190K - $191K
|
169K
$8.53M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$50.2 - $50.5
|
1
$50.4
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-15.9K- 13.67% |
$796K - $800K
|
100K
$5.05M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-272- 2.67% |
$13.7K - $13.7K
|
9.9K
$499K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
600New |
$30.1K - $30.3K
|
600
$30.3K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-6.07K- 3.57% |
$305K - $306K
|
164K
$8.26M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-11.2K- 69.35% |
$563K - $566K
|
4.96K
$250K
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-8K- 86.29% |
$402K - $404K
|
1.27K
$64.1K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
539KNew |
$27.1M - $27.2M
|
539K
$27.2M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1KNew |
$50.2K - $50.5K
|
1K
$50.4K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
638New |
$32K - $32.2K
|
638
$32.2K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
86.7KNew |
$4.35M - $4.38M
|
86.7K
$4.37M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.68K+ 10516.3% |
$486K - $488K
|
9.77K
$493K
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.13K- 52.28% |
$258K - $259K
|
4.69K
$236K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.4KNew |
$624K - $627K
|
12.4K
$626K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.42KNew |
$373K - $375K
|
7.42K
$374K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 20.83% |
$119K - $120K
|
9.04K
$456K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.65KNew |
$133K - $134K
|
2.65K
$134K
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.2K+ 179.61% |
$966K - $971K
|
30K
$1.51M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.46K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
400+ 7.99% |
$20.1K - $20.2K
|
5.41K
$273K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.4KNew |
$822K - $826K
|
16.4K
$825K
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
20.9KNew |
$1.05M - $1.06M
|
20.9K
$1.06M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.12K- 5.43% |
$56.3K - $56.6K
|
19.6K
$986K
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
4.13KNew |
$207K - $208K
|
4.13K
$208K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.82K+ 60.82% |
$192K - $193K
|
10.1K
$509K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$69K - $69.3K
|
1.37K
$69.2K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.5K- 29.01% |
$226K - $227K
|
11K
$555K
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-250- 3.09% |
$12.6K - $12.6K
|
7.85K
$396K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82K+ 69.61% |
$192K - $193K
|
9.31K
$470K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
192New |
$9.64K - $9.69K
|
192
$9.68K
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-6.23KClosed |
$313K - $315K
|
0
$0
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$553 - $555
|
11
$555
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
7.07KNew |
$355K - $357K
|
7.07K
$357K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
320+ 28.62% |
$16.1K - $16.2K
|
1.44K
$72.5K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
63.8KNew |
$3.21M - $3.22M
|
63.8K
$3.22M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.59K+ 8.12% |
$130K - $131K
|
34.5K
$1.74M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-543- 2.38% |
$27.3K - $27.4K
|
22.3K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
5K+ 10.2% |
$251K - $252K
|
54K
$2.72M
|