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 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-37.6K- 18.1% |
$1.88M - $1.89M
|
170K
$8.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-37.9K- 90.06% |
$1.9M - $1.91M
|
4.19K
$212K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-39.5K- 25.95% |
$1.98M - $1.99M
|
113K
$5.7M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-40.2K- 18.93% |
$2.01M - $2.02M
|
172K
$8.71M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-41K- 36.47% |
$2.06M - $2.07M
|
71.5K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41.4K- 51.82% |
$2.07M - $2.08M
|
38.5K
$1.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-42.2K- 28.51% |
$2.12M - $2.13M
|
106K
$5.36M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-42.4K- 54.56% |
$2.12M - $2.13M
|
35.3K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.9K- 23.14% |
$2.15M - $2.16M
|
143K
$7.22M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-44.7K- 17.93% |
$2.24M - $2.25M
|
205K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-45.3K- 44.07% |
$2.27M - $2.28M
|
57.5K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45.6K- 60.14% |
$2.28M - $2.29M
|
30.2K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-46.2K- 99.89% |
$2.32M - $2.33M
|
50
$2.53K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-47.1K- 10.89% |
$2.36M - $2.37M
|
386K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-47.4K- 69.78% |
$2.38M - $2.39M
|
20.5K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-48K- 9.41% |
$2.41M - $2.42M
|
462K
$23.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-48.4K- 56.9% |
$2.43M - $2.44M
|
36.7K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-48.8K- 52.84% |
$2.44M - $2.46M
|
43.5K
$2.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-49.8K- 34.46% |
$2.5M - $2.51M
|
94.8K
$4.8M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-50K- 39.6% |
$2.51M - $2.52M
|
76.2K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-51.4K- 58.26% |
$2.57M - $2.59M
|
36.8K
$1.86M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-53.1K- 25.36% |
$2.66M - $2.67M
|
156K
$7.91M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-54.2K- 81.18% |
$2.71M - $2.73M
|
12.6K
$635K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-54.4K- 22.87% |
$2.73M - $2.74M
|
183K
$9.29M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-54.5K- 1.4% |
$2.73M - $2.74M
|
3.84M
$195M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-54.7K- 74.44% |
$2.74M - $2.76M
|
18.8K
$951K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-55K- 38.65% |
$2.76M - $2.77M
|
87.3K
$4.42M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-56.4K- 34.57% |
$2.83M - $2.84M
|
107K
$5.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-58.6K- 36.3% |
$2.94M - $2.95M
|
103K
$5.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-58.7K- 23.41% |
$2.94M - $2.95M
|
192K
$9.71M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-59.1K- 7.45% |
$2.96M - $2.98M
|
735K
$37.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-59.3K- 3.11% |
$2.97M - $2.98M
|
1.85M
$93.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-61K- 91.2% |
$3.06M - $3.07M
|
5.89K
$298K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-61.5K- 10.74% |
$3.08M - $3.1M
|
511K
$25.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-62.2K- 28.54% |
$3.12M - $3.13M
|
156K
$7.88M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-62.6K- 36.01% |
$3.14M - $3.15M
|
111K
$5.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-64.4K- 46.24% |
$3.23M - $3.25M
|
74.9K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-65.1K- 87.38% |
$3.26M - $3.28M
|
9.41K
$476K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-66.1K- 11.83% |
$3.31M - $3.33M
|
493K
$24.9M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-66.4K- 23.43% |
$3.33M - $3.34M
|
217K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-69K- 47.72% |
$3.46M - $3.47M
|
75.6K
$3.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-69.3K- 58.88% |
$3.47M - $3.49M
|
48.4K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-70.2K- 9.85% |
$3.52M - $3.54M
|
642K
$32.5M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-70.7K- 7.21% |
$3.54M - $3.56M
|
910K
$46M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-70.9K- 35.66% |
$3.56M - $3.57M
|
128K
$6.48M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-75.2K- 10.03% |
$3.77M - $3.79M
|
675K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-77.7K- 36.07% |
$3.89M - $3.91M
|
138K
$6.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-78.8K- 15.14% |
$3.95M - $3.97M
|
442K
$22.4M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-80.8K- 20.97% |
$4.05M - $4.07M
|
304K
$15.4M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-81.6K- 7.08% |
$4.09M - $4.11M
|
1.07M
$54.2M
|