Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8M+ 129.2% |
$539M - $541M
|
19.1M
$961M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.36M+ 9.52% |
$269M - $270M
|
61.6M
$3.1B
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.68M+ 218.64% |
$185M - $186M
|
5.37M
$271M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.04M+ 601.04% |
$152M - $153M
|
3.54M
$179M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.14M+ 97.25% |
$57M - $57.3M
|
2.31M
$116M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
984K+ 16.54% |
$49.3M - $49.6M
|
6.93M
$349M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
859KNew |
$43M - $43.3M
|
859K
$43.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
836K+ 44.37% |
$41.9M - $42.1M
|
2.72M
$137M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
816K+ 54.55% |
$40.9M - $41.1M
|
2.31M
$116M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
690KNew |
$34.6M - $34.7M
|
690K
$34.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
670K+ 11.25% |
$33.6M - $33.7M
|
6.62M
$334M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
666K+ 1426.77% |
$33.4M - $33.6M
|
713K
$35.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
627K+ 19.61% |
$31.4M - $31.6M
|
3.83M
$193M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
597K+ 176.44% |
$29.9M - $30.1M
|
936K
$47.2M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
582K+ 227.65% |
$29.2M - $29.3M
|
838K
$42.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
565K+ 4.8% |
$28.3M - $28.5M
|
12.3M
$621M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
479K+ 386.43% |
$24M - $24.1M
|
603K
$30.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
469K+ 55.24% |
$23.5M - $23.6M
|
1.32M
$66.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
449K+ 5.2% |
$22.5M - $22.6M
|
9.09M
$458M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
442KNew |
$22.1M - $22.2M
|
442K
$22.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
438K+ 40.95% |
$21.9M - $22M
|
1.51M
$75.9M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
434K+ 41.41% |
$21.7M - $21.9M
|
1.48M
$74.6M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
393KNew |
$19.7M - $19.8M
|
393K
$19.8M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
393KNew |
$19.7M - $19.8M
|
393K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
390K+ 69.23% |
$19.5M - $19.6M
|
953K
$48M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384K+ 3557.95% |
$19.2M - $19.3M
|
394K
$19.9M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
382K+ 22.89% |
$19.1M - $19.2M
|
2.05M
$103M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
369K+ 131.65% |
$18.5M - $18.6M
|
648K
$32.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
310K+ 8.42% |
$15.5M - $15.6M
|
3.99M
$201M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
307K+ 1730.09% |
$15.4M - $15.4M
|
324K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
268K+ 3.06% |
$13.4M - $13.5M
|
9.03M
$455M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
259K+ 24.4% |
$13M - $13M
|
1.32M
$66.5M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
251K+ 154.91% |
$12.6M - $12.7M
|
414K
$20.8M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
250K+ 58.98% |
$12.5M - $12.6M
|
674K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
244K+ 53.7% |
$12.2M - $12.3M
|
698K
$35.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
244K+ 253.8% |
$12.2M - $12.3M
|
340K
$17.1M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
240K+ 1201.88% |
$12M - $12.1M
|
260K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
237K+ 417.44% |
$11.9M - $12M
|
294K
$14.8M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
237K+ 173.18% |
$11.9M - $11.9M
|
373K
$18.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
235K+ 49.89% |
$11.8M - $11.8M
|
707K
$35.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
227KNew |
$11.4M - $11.4M
|
227K
$11.4M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
226K+ 177.38% |
$11.3M - $11.4M
|
353K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
224KNew |
$11.2M - $11.3M
|
224K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
203KNew |
$10.2M - $10.2M
|
203K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
198K+ 27.69% |
$9.9M - $9.95M
|
911K
$45.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
188K+ 265.38% |
$9.41M - $9.45M
|
258K
$13M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
186K+ 199.15% |
$9.32M - $9.36M
|
279K
$14.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
184KNew |
$9.22M - $9.26M
|
184K
$9.27M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
180K+ 211.0% |
$9.02M - $9.06M
|
265K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
171K+ 152.78% |
$8.58M - $8.62M
|
283K
$14.3M
|