Latest Institutional Purchases of Jp Morgan ETF Tr Ultra Short I (JPST)
This list provides information on the latest institutional transactions involving Jp Morgan ETF Tr Ultra Short I (JPST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
481+ 7.29% |
$24.2K - $24.3K
|
7.08K
$357K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
470New |
$23.6K - $23.7K
|
470
$23.7K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
391New |
$19.6K - $19.7K
|
391
$19.7K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
320+ 28.62% |
$16.1K - $16.2K
|
1.44K
$72.5K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
192New |
$9.64K - $9.69K
|
192
$9.68K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
152New |
$7.63K - $7.67K
|
152
$7.67K
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
119+ 2.31% |
$5.98K - $6.01K
|
5.26K
$265K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
112New |
$5.63K - $5.65K
|
112
$5.65K
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
70+ 0.75% |
$3.52K - $3.53K
|
9.44K
$476K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
61New |
$3.06K - $3.08K
|
61
$3.08K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
25New |
$1.26K - $1.26K
|
25
$1.26K
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
22+ 0.55% |
$1.11K - $1.11K
|
4.02K
$203K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$553 - $555
|
11
$555
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 38.46% |
$502 - $505
|
36
$1.82K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
191KNew |
$9.52M - $9.61M
|
191K
$9.61M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$1.56M - $1.57M
|
31.2K
$1.57M
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
23.1KNew |
$1.16M - $1.17M
|
23.1K
$1.17M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
17.1K+ 19.13% |
$857K - $865K
|
107K
$5.38M
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
16.2KNew |
$807K - $815K
|
16.2K
$815K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
15.9KNew |
$793K - $800K
|
15.9K
$800K
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
13.9KNew |
$693K - $700K
|
13.9K
$700K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.4K+ 36.89% |
$519K - $524K
|
38.6K
$1.94M
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
8KNew |
$400K - $404K
|
8K
$403K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
7.94KNew |
$397K - $400K
|
7.94K
$400K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.97KNew |
$348K - $352K
|
6.97K
$352K
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.01KNew |
$250K - $253K
|
5.01K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.81KNew |
$240K - $243K
|
4.81K
$243K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.13KNew |
$206K - $208K
|
4.13K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.99K+ 193.03% |
$99.6K - $101K
|
3.03K
$153K
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 13.71% |
$71.1K - $71.8K
|
11.8K
$595K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.19K+ 1.85% |
$59.4K - $59.9K
|
65.5K
$3.3M
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.01K+ 6.87% |
$50.3K - $50.8K
|
15.7K
$790K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1K+ 145.99% |
$50K - $50.4K
|
1.69K
$85K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
940New |
$47K - $47.4K
|
940
$47.4K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
712New |
$35.6K - $35.9K
|
712
$35.9K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
668New |
$33.4K - $33.7K
|
668
$33.7K
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
405New |
$20.2K - $20.4K
|
405
$20.4K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
294New |
$14.7K - $14.8K
|
294
$14.8K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
283New |
$14.1K - $14.3K
|
283
$14.3K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
203+ 2.98% |
$10.1K - $10.2K
|
7.02K
$354K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$9.99K - $10.1K
|
200
$10.1K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82+ 1.32% |
$4.1K - $4.14K
|
6.28K
$317K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
62+ 1.11% |
$3.1K - $3.13K
|
5.66K
$285K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
46New |
$2.3K - $2.32K
|
46
$2.32K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
35New |
$1.75K - $1.77K
|
35
$1.77K
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
31+ 0.46% |
$1.55K - $1.56K
|
6.74K
$340K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
29New |
$1.45K - $1.46K
|
29
$1.46K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$999 - $1.01K
|
20
$1.01K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
17+ 1.28% |
$849 - $857
|
1.34K
$67.6K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
11New |
$550 - $555
|
11
$555
|