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
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
170K+ 8.78% |
$8.53M - $8.57M
|
2.11M
$106M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
169KNew |
$8.48M - $8.52M
|
169K
$8.55M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
162K+ 1.75% |
$8.1M - $8.14M
|
9.42M
$476M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
160K+ 79.42% |
$8.01M - $8.05M
|
361K
$18.2M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
160K+ 512.97% |
$8.01M - $8.05M
|
191K
$9.65M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
156K+ 8.79% |
$7.83M - $7.86M
|
1.93M
$97.6M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
156K+ 76.22% |
$7.81M - $7.84M
|
360K
$18.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
153K+ 3499.11% |
$7.68M - $7.72M
|
158K
$7.96M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143K+ 13.36% |
$7.19M - $7.22M
|
1.22M
$61.4M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
137K+ 2396.79% |
$6.88M - $6.92M
|
143K
$7.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
133KNew |
$6.64M - $6.67M
|
133K
$6.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
129KNew |
$6.45M - $6.48M
|
129K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
127K+ 1000.8% |
$6.37M - $6.4M
|
140K
$7.06M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
123K+ 254.35% |
$6.15M - $6.18M
|
171K
$8.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
121K+ 53.74% |
$6.05M - $6.08M
|
345K
$17.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
119K+ 36.05% |
$5.94M - $5.97M
|
448K
$22.6M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
117K+ 19.93% |
$5.88M - $5.91M
|
707K
$35.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
114K+ 288.82% |
$5.72M - $5.74M
|
154K
$7.75M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
112KNew |
$5.63M - $5.66M
|
112K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
112K+ 511.12% |
$5.59M - $5.62M
|
133K
$6.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
111K+ 76.29% |
$5.56M - $5.58M
|
256K
$12.9M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
105KNew |
$5.28M - $5.31M
|
105K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
104KNew |
$5.23M - $5.25M
|
104K
$5.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
104K+ 20.24% |
$5.22M - $5.24M
|
618K
$31.2M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
104K+ 7.5% |
$5.2M - $5.22M
|
1.49M
$75.1M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
104K+ 383.74% |
$5.19M - $5.22M
|
131K
$6.6M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
99.5K+ 98.67% |
$4.99M - $5.01M
|
200K
$10.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
98.8K+ 22.77% |
$4.95M - $4.97M
|
532K
$26.9M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
98.2K+ 337.78% |
$4.92M - $4.95M
|
127K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
96K+ 82.93% |
$4.81M - $4.84M
|
212K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
95.2K+ 40.52% |
$4.77M - $4.79M
|
330K
$16.7M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
93.2K+ 59.28% |
$4.67M - $4.69M
|
250K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
92.1K+ 205.3% |
$4.61M - $4.64M
|
137K
$6.91M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
87.3KNew |
$4.38M - $4.4M
|
87.3K
$4.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
87.1KNew |
$4.36M - $4.38M
|
87.1K
$4.4M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
85.7K+ 39.87% |
$4.3M - $4.32M
|
301K
$15.2M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
84.3K+ 15.42% |
$4.23M - $4.25M
|
631K
$31.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
84.1K+ 14433.79% |
$4.22M - $4.24M
|
84.7K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
83.7K+ 64.62% |
$4.19M - $4.21M
|
213K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
82.5K+ 6.72% |
$4.14M - $4.15M
|
1.31M
$66.2M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
82K+ 42.09% |
$4.11M - $4.13M
|
277K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
80.5KNew |
$4.04M - $4.06M
|
80.5K
$4.07M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
77.3K+ 30.64% |
$3.87M - $3.89M
|
329K
$16.6M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
75KNew |
$3.76M - $3.78M
|
75K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
74.2K+ 9.3% |
$3.72M - $3.74M
|
872K
$44M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
74.1K+ 24.96% |
$3.71M - $3.73M
|
371K
$18.7M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
73.2KNew |
$3.67M - $3.69M
|
73.2K
$3.7M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
73.2KNew |
$3.67M - $3.69M
|
73.2K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
72.7K+ 172.46% |
$3.64M - $3.66M
|
115K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
71.8KNew |
$3.6M - $3.62M
|
71.8K
$3.63M
|