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
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.41K+ 543.47% |
$271K - $273K
|
6.41K
$324K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
5.4KNew |
$271K - $272K
|
5.4K
$273K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.4KNew |
$271K - $272K
|
5.4K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5.35KNew |
$268K - $269K
|
5.35K
$270K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.31K+ 9.75% |
$266K - $267K
|
59.8K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5.27K+ 23.79% |
$264K - $265K
|
27.4K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.2K+ 38.78% |
$261K - $262K
|
18.6K
$940K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.18KNew |
$260K - $261K
|
5.18K
$262K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.17KNew |
$259K - $260K
|
5.17K
$261K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.17KNew |
$259K - $260K
|
5.17K
$261K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
5.17KNew |
$259K - $260K
|
5.17K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.11K+ 26.05% |
$256K - $257K
|
24.7K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 63.95% |
$253K - $254K
|
12.9K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.99K+ 0.86% |
$250K - $251K
|
583K
$29.5M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.91K+ 30.8% |
$246K - $247K
|
20.8K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.87K+ 0.98% |
$244K - $245K
|
500K
$25.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4.81K+ 25.79% |
$241K - $242K
|
23.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.8K+ 9.02% |
$241K - $242K
|
58K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.8K+ 9.99% |
$240K - $242K
|
52.8K
$2.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.75KNew |
$238K - $239K
|
4.75K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
4.67K+ 0.29% |
$234K - $235K
|
1.6M
$80.6M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
4.62KNew |
$231K - $233K
|
4.62K
$233K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
4.62K+ 1.23% |
$231K - $232K
|
380K
$19.2M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
4.58K+ 8.65% |
$229K - $230K
|
57.5K
$2.9M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.49KNew |
$225K - $226K
|
4.49K
$227K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$221K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.18KNew |
$209K - $210K
|
4.18K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.18K+ 0.94% |
$209K - $210K
|
450K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.96K+ 9.27% |
$198K - $199K
|
46.7K
$2.36M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.82K+ 2.24% |
$192K - $192K
|
175K
$8.82M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.8K+ 1890.05% |
$190K - $191K
|
4K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.7K+ 3.52% |
$185K - $186K
|
109K
$5.48M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.68KNew |
$184K - $185K
|
3.68K
$186K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.62K+ 3.05% |
$182K - $182K
|
122K
$6.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.62K+ 1.85% |
$181K - $182K
|
199K
$10M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
3.58K+ 1154.84% |
$179K - $180K
|
3.89K
$196K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.53K+ 0.94% |
$177K - $178K
|
379K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.43K+ 3.07% |
$172K - $173K
|
115K
$5.82M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.43K+ 13.99% |
$172K - $173K
|
27.9K
$1.41M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.38K+ 12.33% |
$169K - $170K
|
30.8K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3.34K+ 2.76% |
$168K - $168K
|
124K
$6.28M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.28K+ 0.68% |
$164K - $165K
|
484K
$24.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.22K+ 0.87% |
$161K - $162K
|
372K
$18.8M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
3.21K+ 79.19% |
$161K - $162K
|
7.26K
$367K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3.11K+ 46.02% |
$156K - $157K
|
9.87K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.98K+ 11.44% |
$149K - $150K
|
29K
$1.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.93K+ 2.51% |
$147K - $147K
|
120K
$6.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.69K+ 11.83% |
$135K - $136K
|
25.5K
$1.29M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.68K+ 1.69% |
$134K - $135K
|
161K
$8.13M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.62K+ 27.61% |
$131K - $132K
|
12.1K
$611K
|