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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
638New |
$32K - $32.2K
|
638
$32.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
86.7KNew |
$4.35M - $4.38M
|
86.7K
$4.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.68K+ 10516.3% |
$486K - $488K
|
9.77K
$495K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.13K- 52.28% |
$258K - $259K
|
4.69K
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 20.83% |
$119K - $120K
|
9.04K
$457K
|
|
|
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
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.47K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.4KNew |
$822K - $826K
|
16.4K
$828K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
4.13KNew |
$207K - $208K
|
4.13K
$209K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$69K - $69.3K
|
1.37K
$69.5K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-250- 3.09% |
$12.6K - $12.6K
|
7.85K
$397K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82K+ 69.61% |
$192K - $193K
|
9.31K
$471K
|
|
| Q1 2024 | |||||||
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.22KClosed |
$312K - $314K
|
0
$0
|
|
|
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
$557
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
7.07KNew |
$355K - $357K
|
7.07K
$358K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
320+ 28.62% |
$16.1K - $16.2K
|
1.44K
$72.8K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
63.8KNew |
$3.21M - $3.22M
|
63.8K
$3.23M
|
|
|
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
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
5K+ 10.2% |
$251K - $252K
|
54K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-71.5K- 79.44% |
$3.59M - $3.61M
|
18.5K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15.1K- 78.34% |
$758K - $762K
|
4.17K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-851K- 73.28% |
$42.7M - $42.9M
|
310K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.82K+ 0.15% |
$91.6K - $92K
|
1.24M
$62.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.7K+ 11.35% |
$2.05M - $2.06M
|
399K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
61New |
$3.06K - $3.08K
|
61
$3.09K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
22+ 0.55% |
$1.11K - $1.11K
|
4.02K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.3KNew |
$216K - $217K
|
4.3K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-24.7K- 26.08% |
$1.24M - $1.25M
|
69.9K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.96KNew |
$249K - $251K
|
4.96K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.36K- 29.25% |
$169K - $169K
|
8.12K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
171K+ 89.82% |
$8.6M - $8.64M
|
362K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 38.46% |
$502 - $505
|
36
$1.82K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-139Closed |
$6.98K - $7.02K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 7.14% |
$66.7K - $67.1K
|
17.3K
$875K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.62K+ 98.77% |
$433K - $435K
|
17.3K
$878K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.31K- 59.55% |
$65.8K - $66.1K
|
890
$45.1K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.39KNew |
$69.6K - $70K
|
1.39K
$70.2K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-684- 6.38% |
$34.4K - $34.5K
|
10K
$508K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-294- 50.0% |
$14.8K - $14.8K
|
294
$14.9K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.62KNew |
$433K - $435K
|
8.62K
$436K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.18K- 17.45% |
$59.5K - $59.8K
|
5.6K
$284K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
391New |
$19.6K - $19.7K
|
391
$19.8K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
135KNew |
$6.77M - $6.81M
|
135K
$6.82M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.36KNew |
$320K - $321K
|
6.36K
$322K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26.6KNew |
$1.34M - $1.34M
|
26.6K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.03K- 99.9% |
$51.7K - $52K
|
1
$50.6
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
97K+ 15.58% |
$4.87M - $4.9M
|
720K
$36.4M
|
|