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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-18.8K- 61.76% |
$940K - $945K
|
11.6K
$587K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-19K- 20.86% |
$954K - $958K
|
72.2K
$3.65M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-19.1K- 4.08% |
$959K - $963K
|
449K
$22.7M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-19.4K- 51.06% |
$974K - $978K
|
18.6K
$940K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19.8K- 13.83% |
$992K - $997K
|
123K
$6.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-20.3K- 22.36% |
$1.02M - $1.02M
|
70.4K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-21.4K- 72.27% |
$1.07M - $1.08M
|
8.23K
$415K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-22.5K- 78.51% |
$1.13M - $1.13M
|
6.15K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-22.7K- 27.33% |
$1.14M - $1.14M
|
60.3K
$3.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-22.9K- 40.41% |
$1.15M - $1.15M
|
33.8K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-23K- 54.41% |
$1.15M - $1.16M
|
19.3K
$975K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-23.4K- 94.21% |
$1.17M - $1.18M
|
1.44K
$72.5K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-23.5K- 47.77% |
$1.18M - $1.19M
|
25.7K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-24K- 17.01% |
$1.2M - $1.21M
|
117K
$5.91M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-24.1K- 9.25% |
$1.21M - $1.21M
|
237K
$12M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-24.7K- 68.18% |
$1.24M - $1.24M
|
11.5K
$581K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-24.7K- 46.2% |
$1.24M - $1.24M
|
28.8K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.9K- 14.77% |
$1.25M - $1.25M
|
144K
$7.26M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-25.1K- 10.08% |
$1.26M - $1.26M
|
224K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-25.9K- 6.68% |
$1.3M - $1.31M
|
363K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 33.83% |
$1.35M - $1.35M
|
52.6K
$2.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-27K- 17.12% |
$1.36M - $1.36M
|
131K
$6.61M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-27.3K- 10.23% |
$1.37M - $1.38M
|
240K
$12.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-27.4K- 23.07% |
$1.37M - $1.38M
|
91.3K
$4.61M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-27.6K- 22.7% |
$1.38M - $1.39M
|
94.1K
$4.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-27.7K- 27.57% |
$1.39M - $1.39M
|
72.8K
$3.67M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-28.2K- 31.89% |
$1.41M - $1.42M
|
60.1K
$3.04M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-28.2K- 72.18% |
$1.41M - $1.42M
|
10.9K
$549K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-29.1K- 21.22% |
$1.46M - $1.47M
|
108K
$5.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-29.2K- 81.01% |
$1.46M - $1.47M
|
6.84K
$346K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-30.5K- 37.8% |
$1.53M - $1.53M
|
50.1K
$2.53M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-30.5K- 92.86% |
$1.53M - $1.54M
|
2.35K
$119K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-31K- 48.65% |
$1.55M - $1.56M
|
32.7K
$1.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-31.4K- 9.56% |
$1.57M - $1.58M
|
297K
$15M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-32.1K- 10.75% |
$1.61M - $1.62M
|
267K
$13.5M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-32.5K- 46.08% |
$1.63M - $1.64M
|
38.1K
$1.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-33.8K- 7.59% |
$1.69M - $1.7M
|
411K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-34.3K- 3.54% |
$1.72M - $1.73M
|
935K
$47.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-34.7K- 37.06% |
$1.74M - $1.75M
|
58.9K
$2.97M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-34.7K- 38.68% |
$1.74M - $1.75M
|
55.1K
$2.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35K- 8.64% |
$1.75M - $1.76M
|
369K
$18.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-35K- 60.96% |
$1.76M - $1.76M
|
22.4K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-35.2K- 3.45% |
$1.76M - $1.77M
|
986K
$49.8M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-35.7K- 28.32% |
$1.79M - $1.8M
|
90.4K
$4.57M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-36.3K- 11.8% |
$1.82M - $1.83M
|
271K
$13.7M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-36.7K- 13.91% |
$1.84M - $1.85M
|
227K
$11.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-37.5K- 26.92% |
$1.88M - $1.89M
|
102K
$5.14M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-37.6K- 18.1% |
$1.88M - $1.89M
|
170K
$8.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-37.9K- 90.06% |
$1.9M - $1.91M
|
4.19K
$211K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-39.5K- 25.95% |
$1.98M - $1.99M
|
113K
$5.69M
|