Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-29.9K- 58.14% |
$1.49M - $1.5M
|
21.5K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-30.3K- 11.35% |
$1.51M - $1.52M
|
236K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-30.4K- 33.03% |
$1.52M - $1.53M
|
61.6K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.6K- 11.79% |
$1.53M - $1.54M
|
229K
$11.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.1K- 46.62% |
$1.6M - $1.61M
|
36.7K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-32.1K- 3.53% |
$1.61M - $1.62M
|
877K
$44.3M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-33K- 7.34% |
$1.65M - $1.66M
|
416K
$21M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-33.1K- 8.92% |
$1.66M - $1.67M
|
338K
$17.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-33.2K- 25.94% |
$1.66M - $1.67M
|
94.8K
$4.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-33.4K- 4.95% |
$1.67M - $1.68M
|
641K
$32.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.4K- 9.6% |
$1.67M - $1.68M
|
315K
$15.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-34K- 46.54% |
$1.7M - $1.71M
|
39.1K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34.3K- 25.68% |
$1.72M - $1.73M
|
99.3K
$5.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-35.4K- 14.94% |
$1.77M - $1.78M
|
201K
$10.2M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-36.8K- 13.56% |
$1.84M - $1.85M
|
234K
$11.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-37K- 72.81% |
$1.85M - $1.86M
|
13.8K
$697K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38.1K- 13.83% |
$1.91M - $1.92M
|
237K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-38.8K- 19.16% |
$1.94M - $1.96M
|
164K
$8.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-39K- 27.42% |
$1.95M - $1.97M
|
103K
$5.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-39.7K- 6.19% |
$1.99M - $2M
|
603K
$30.4M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-40.4K- 17.82% |
$2.02M - $2.04M
|
187K
$9.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-40.6K- 40.0% |
$2.03M - $2.05M
|
60.9K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.3K- 4.44% |
$2.12M - $2.13M
|
911K
$46M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-42.5K- 76.0% |
$2.13M - $2.14M
|
13.4K
$677K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-42.5K- 9.63% |
$2.13M - $2.14M
|
399K
$20.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-44K- 46.42% |
$2.2M - $2.22M
|
50.8K
$2.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-44.8K- 36.06% |
$2.24M - $2.26M
|
79.5K
$4.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-45.3K- 43.14% |
$2.27M - $2.28M
|
59.7K
$3.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-46.4K- 17.29% |
$2.32M - $2.33M
|
222K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-47.9K- 14.75% |
$2.39M - $2.41M
|
277K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-49.3K- 7.15% |
$2.47M - $2.48M
|
640K
$32.3M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-50.2K- 13.44% |
$2.51M - $2.53M
|
323K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-51.2K- 9.36% |
$2.56M - $2.58M
|
496K
$25.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-51.4K- 25.08% |
$2.57M - $2.59M
|
154K
$7.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-51.5K- 76.71% |
$2.58M - $2.6M
|
15.7K
$791K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-51.8K- 91.41% |
$2.59M - $2.61M
|
4.87K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-54.2K- 52.73% |
$2.71M - $2.73M
|
48.6K
$2.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-55.3K- 29.52% |
$2.77M - $2.78M
|
132K
$6.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-56.4K- 47.77% |
$2.82M - $2.84M
|
61.7K
$3.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-57.4K- 45.58% |
$2.87M - $2.89M
|
68.5K
$3.46M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-58.8K- 23.48% |
$2.94M - $2.96M
|
192K
$9.68M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-61.2K- 79.01% |
$3.06M - $3.08M
|
16.2K
$821K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-61.4K- 15.63% |
$3.07M - $3.09M
|
331K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-63.3K- 40.68% |
$3.17M - $3.19M
|
92.3K
$4.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-63.4K- 24.51% |
$3.17M - $3.19M
|
195K
$9.85M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-63.6K- 64.53% |
$3.18M - $3.2M
|
35K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-65.5K- 18.56% |
$3.28M - $3.3M
|
288K
$14.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-66.5K- 7.94% |
$3.33M - $3.35M
|
771K
$38.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-68.3K- 37.21% |
$3.42M - $3.44M
|
115K
$5.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-75.1K- 67.56% |
$3.76M - $3.78M
|
36.1K
$1.82M
|