Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
6.69K+ 4.38% |
$335K - $336K
|
159K
$8.04M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.53K+ 10.61% |
$327K - $328K
|
68.1K
$3.43M
|
|
Aug 12, 2022
Q2 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
6.39K+ 2.19% |
$320K - $321K
|
297K
$15M
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
6.39K+ 25.36% |
$320K - $321K
|
31.6K
$1.59M
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
6.21K+ 19.53% |
$311K - $312K
|
38K
$1.91M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.16KNew |
$308K - $310K
|
6.16K
$310K
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.12K+ 58.55% |
$306K - $307K
|
16.6K
$834K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.03KNew |
$302K - $303K
|
6.03K
$304K
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.98KNew |
$300K - $301K
|
5.98K
$301K
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.97KNew |
$299K - $300K
|
5.97K
$301K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
5.73K+ 23.75% |
$287K - $288K
|
29.9K
$1.5M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$282K - $283K
|
5.63K
$284K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.52KNew |
$276K - $277K
|
5.52K
$278K
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5.42K+ 1.18% |
$271K - $272K
|
466K
$23.5M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
5.41KNew |
$271K - $272K
|
5.41K
$273K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.28K+ 140.67% |
$264K - $265K
|
9.03K
$455K
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
5.27K+ 7.19% |
$264K - $265K
|
78.5K
$3.96M
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
5.19KNew |
$260K - $261K
|
5.19K
$262K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.19K+ 18.47% |
$260K - $261K
|
33.3K
$1.68M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.15K+ 4.36% |
$258K - $259K
|
123K
$6.21M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
5.12KNew |
$256K - $257K
|
5.12K
$258K
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
4.86KNew |
$243K - $244K
|
4.86K
$245K
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.81KNew |
$241K - $242K
|
4.81K
$242K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.76K+ 4.29% |
$238K - $239K
|
115K
$5.82M
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 2.43% |
$231K - $232K
|
194K
$9.79M
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.48K+ 3.49% |
$224K - $225K
|
133K
$6.7M
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.47K+ 29.5% |
$224K - $225K
|
19.6K
$989K
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.43K+ 3.53% |
$222K - $222K
|
130K
$6.54M
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$220K - $221K
|
4.4K
$222K
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4.37K+ 2.96% |
$219K - $219K
|
152K
$7.65M
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.34K+ 23.45% |
$217K - $218K
|
22.9K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.27KNew |
$214K - $214K
|
4.27K
$215K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.11K+ 18.6% |
$206K - $207K
|
26.2K
$1.32M
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.11KNew |
$206K - $206K
|
4.11K
$207K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.1KNew |
$205K - $206K
|
4.1K
$207K
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.08K+ 11.49% |
$204K - $205K
|
39.6K
$2M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.07K+ 31.45% |
$204K - $205K
|
17K
$857K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.04KNew |
$202K - $203K
|
4.04K
$203K
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
4.02K+ 2.02% |
$201K - $202K
|
203K
$10.2M
|
|
Aug 11, 2022
Q2 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
4.01KNew |
$201K - $201K
|
4.01K
$202K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
3.97K+ 80.22% |
$199K - $199K
|
8.91K
$449K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.95KNew |
$198K - $199K
|
3.95K
$199K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.89K+ 6.38% |
$195K - $195K
|
64.8K
$3.26M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.75K+ 47.73% |
$188K - $188K
|
11.6K
$584K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.41K+ 1.17% |
$171K - $172K
|
295K
$14.9M
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.39K+ 7.76% |
$170K - $170K
|
47.1K
$2.37M
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
BUY
|
- |
3.27K+ 2.83% |
$164K - $165K
|
119K
$5.99M
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
3.12K+ 19.57% |
$156K - $157K
|
19K
$959K
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.09K+ 21.97% |
$155K - $155K
|
17.2K
$865K
|