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 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
30KNew |
$1.5M - $1.51M
|
30K
$1.51M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.5K+ 10.41% |
$1.48M - $1.49M
|
313K
$15.8M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.38M - $1.39M
|
27.5K
$1.39M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
27.2K+ 13.43% |
$1.36M - $1.37M
|
229K
$11.6M
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
26.7K+ 0.75% |
$1.34M - $1.34M
|
3.6M
$181M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
26.6KNew |
$1.33M - $1.34M
|
26.6K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
26.5K+ 14.98% |
$1.33M - $1.34M
|
204K
$10.3M
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
25.6K+ 49.92% |
$1.28M - $1.29M
|
76.9K
$3.88M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.1K+ 220.19% |
$1.26M - $1.26M
|
36.5K
$1.84M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
24.7K+ 145.85% |
$1.23M - $1.24M
|
41.6K
$2.09M
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
24.4K+ 16.77% |
$1.22M - $1.23M
|
170K
$8.58M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.4K+ 1.26% |
$1.22M - $1.23M
|
1.96M
$98.7M
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
24.4KNew |
$1.22M - $1.23M
|
24.4K
$1.23M
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24.3KNew |
$1.22M - $1.23M
|
24.3K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
23.9K+ 19.1% |
$1.19M - $1.2M
|
149K
$7.5M
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
23.5KNew |
$1.18M - $1.18M
|
23.5K
$1.18M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.6K+ 116.48% |
$1.13M - $1.14M
|
42.1K
$2.12M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22.1K+ 44.03% |
$1.11M - $1.11M
|
72.3K
$3.64M
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
22K+ 3.16% |
$1.1M - $1.11M
|
720K
$36.3M
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
21.8KNew |
$1.09M - $1.1M
|
21.8K
$1.1M
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
21.8K+ 49.07% |
$1.09M - $1.1M
|
66.1K
$3.33M
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21.5K+ 37.18% |
$1.07M - $1.08M
|
79.2K
$3.99M
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
20.9K+ 9.33% |
$1.04M - $1.05M
|
244K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
20.6K+ 18.33% |
$1.03M - $1.04M
|
133K
$6.7M
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
20.6K+ 11.18% |
$1.03M - $1.04M
|
205K
$10.3M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
20.3K+ 11.8% |
$1.02M - $1.02M
|
192K
$9.69M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
20.1K+ 9.56% |
$1.01M - $1.01M
|
231K
$11.6M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.1K+ 26.79% |
$1.01M - $1.01M
|
95K
$4.79M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20K+ 4.38% |
$1M - $1.01M
|
478K
$24.1M
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
19.6KNew |
$983K - $990K
|
19.6K
$990K
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
18.5KNew |
$927K - $933K
|
18.5K
$934K
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
18.3K+ 31.45% |
$917K - $923K
|
76.6K
$3.86M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.1K+ 24.37% |
$903K - $909K
|
92.1K
$4.64M
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
17.8K+ 48.57% |
$891K - $897K
|
54.5K
$2.74M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17.2K+ 5.2% |
$859K - $865K
|
347K
$17.5M
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17K+ 8.66% |
$850K - $855K
|
213K
$10.7M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
17K+ 29.41% |
$848K - $854K
|
74.6K
$3.76M
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.8K+ 2.26% |
$840K - $846K
|
760K
$38.3M
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
16.8K+ 22.93% |
$840K - $845K
|
90K
$4.53M
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
16.5K+ 52.86% |
$827K - $833K
|
47.8K
$2.41M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16.4KNew |
$822K - $828K
|
16.4K
$828K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16.2K+ 3.87% |
$812K - $817K
|
435K
$21.9M
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
16.1K+ 218.41% |
$807K - $812K
|
23.5K
$1.18M
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16.1KNew |
$803K - $808K
|
16.1K
$809K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 61.35% |
$801K - $807K
|
42.1K
$2.12M
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
15.8K+ 12.07% |
$790K - $796K
|
147K
$7.39M
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 3.12% |
$790K - $795K
|
521K
$26.3M
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
15.8KNew |
$788K - $793K
|
15.8K
$794K
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
15.7K+ 67.1% |
$787K - $793K
|
39.2K
$1.98M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
15.1KNew |
$754K - $759K
|
15.1K
$759K
|