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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-78.6K- 45.0% |
$3.93M - $3.96M
|
96.1K
$4.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-79.4K- 15.9% |
$3.97M - $4M
|
420K
$21.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-84.6K- 99.8% |
$4.23M - $4.26M
|
171
$8.62K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-89K- 23.46% |
$4.45M - $4.48M
|
290K
$14.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-90.6K- 42.51% |
$4.54M - $4.56M
|
123K
$6.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-93.1K- 41.55% |
$4.66M - $4.69M
|
131K
$6.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-103K- 26.68% |
$5.15M - $5.18M
|
283K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-104K- 6.97% |
$5.19M - $5.22M
|
1.38M
$69.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-104K- 28.6% |
$5.19M - $5.22M
|
259K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-104K- 44.96% |
$5.21M - $5.24M
|
127K
$6.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-105K- 29.1% |
$5.24M - $5.28M
|
255K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-105K- 39.51% |
$5.25M - $5.29M
|
161K
$8.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-105K- 90.84% |
$5.27M - $5.3M
|
10.6K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-108K- 22.9% |
$5.39M - $5.43M
|
363K
$18.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-109K- 82.07% |
$5.44M - $5.48M
|
23.8K
$1.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-111K- 41.89% |
$5.54M - $5.58M
|
154K
$7.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-112K- 6.09% |
$5.63M - $5.66M
|
1.74M
$87.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-115K- 18.28% |
$5.77M - $5.81M
|
516K
$26M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-116K- 86.69% |
$5.78M - $5.82M
|
17.8K
$895K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-119K- 58.29% |
$5.96M - $6M
|
85.2K
$4.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-120K- 67.43% |
$5.99M - $6.02M
|
57.8K
$2.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-120K- 29.34% |
$6.03M - $6.07M
|
290K
$14.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-121K- 8.01% |
$6.04M - $6.08M
|
1.39M
$69.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-122K- 26.17% |
$6.08M - $6.12M
|
343K
$17.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-123K- 24.93% |
$6.15M - $6.19M
|
370K
$18.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-124K- 56.2% |
$6.22M - $6.26M
|
96.9K
$4.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-129K- 93.85% |
$6.43M - $6.47M
|
8.43K
$425K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-131K- 16.55% |
$6.53M - $6.57M
|
658K
$33.2M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-134K- 26.18% |
$6.69M - $6.74M
|
377K
$19M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-136K- 1.44% |
$6.81M - $6.85M
|
9.29M
$468M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-140K- 46.99% |
$6.99M - $7.03M
|
157K
$7.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-141K- 21.62% |
$7.04M - $7.09M
|
510K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-143K- 4.86% |
$7.16M - $7.21M
|
2.8M
$141M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-145K- 12.77% |
$7.28M - $7.32M
|
993K
$50.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-152K- 5.39% |
$7.61M - $7.66M
|
2.67M
$134M
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-158K- 16.07% |
$7.93M - $7.98M
|
827K
$41.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-165K- 4.3% |
$8.27M - $8.32M
|
3.68M
$185M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-166K- 96.87% |
$8.29M - $8.34M
|
5.35K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-171K- 26.03% |
$8.57M - $8.63M
|
487K
$24.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-179K- 7.62% |
$8.96M - $9.02M
|
2.17M
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-180K- 15.24% |
$9.03M - $9.09M
|
1M
$50.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-185K- 20.3% |
$9.25M - $9.31M
|
726K
$36.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-185K- 28.23% |
$9.27M - $9.33M
|
471K
$23.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-189K- 61.6% |
$9.47M - $9.53M
|
118K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-197K- 26.87% |
$9.84M - $9.91M
|
535K
$27M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-200K- 87.95% |
$9.98M - $10M
|
27.3K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-200K- 15.15% |
$10M - $10.1M
|
1.12M
$56.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-202K- 99.61% |
$10.1M - $10.2M
|
800
$40.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-203K- 53.05% |
$10.2M - $10.2M
|
180K
$9.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-218K- 70.82% |
$10.9M - $11M
|
89.8K
$4.52M
|