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 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15K+ 17.69% |
$752K - $757K
|
100K
$5.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
15K+ 10.48% |
$750K - $755K
|
158K
$7.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.8KNew |
$742K - $747K
|
14.8K
$749K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.8KNew |
$741K - $746K
|
14.8K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14.5K+ 7.61% |
$728K - $732K
|
206K
$10.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.2K+ 2.2% |
$713K - $717K
|
663K
$33.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14K+ 37.95% |
$699K - $703K
|
50.8K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
13.6K+ 59.66% |
$680K - $685K
|
36.4K
$1.84M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13.4K+ 14.47% |
$670K - $674K
|
106K
$5.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 10.36% |
$667K - $672K
|
142K
$7.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.3K+ 9.32% |
$665K - $670K
|
156K
$7.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.3KNew |
$663K - $667K
|
13.3K
$669K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
13.1K+ 11.38% |
$656K - $660K
|
128K
$6.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
13K+ 5.73% |
$652K - $656K
|
240K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.9K+ 1.19% |
$648K - $652K
|
1.1M
$55.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.9KNew |
$645K - $649K
|
12.9K
$651K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
12.8K+ 4.43% |
$642K - $646K
|
302K
$15.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
12.8K+ 6.39% |
$641K - $645K
|
213K
$10.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.7K+ 49.93% |
$636K - $640K
|
38.2K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12.6K+ 62.28% |
$631K - $635K
|
32.8K
$1.66M
|
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
12.5K+ 9.12% |
$627K - $631K
|
150K
$7.57M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12.4K+ 108.03% |
$621K - $625K
|
23.9K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.2K+ 4.13% |
$609K - $612K
|
306K
$15.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
12.2K+ 11.93% |
$608K - $612K
|
114K
$5.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12.1K+ 20.28% |
$604K - $608K
|
71.6K
$3.62M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
12.1K+ 15.99% |
$604K - $608K
|
87.6K
$4.42M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.9K+ 4.2% |
$596K - $600K
|
295K
$14.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
11.7KNew |
$587K - $591K
|
11.7K
$592K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
11.7KNew |
$587K - $590K
|
11.7K
$592K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.7K+ 19.85% |
$584K - $588K
|
70.5K
$3.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11.5K+ 5.81% |
$577K - $581K
|
210K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.1K+ 5.47% |
$554K - $558K
|
214K
$10.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10.7K+ 97.81% |
$533K - $536K
|
21.5K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
10.6K+ 4.93% |
$529K - $533K
|
225K
$11.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.5K+ 8.26% |
$526K - $530K
|
138K
$6.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10.2K+ 3.0% |
$509K - $512K
|
350K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
10.1KNew |
$505K - $509K
|
10.1K
$510K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$500K - $504K
|
10K
$505K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.67K+ 2.09% |
$484K - $487K
|
472K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9.6K+ 26.48% |
$480K - $483K
|
45.8K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.54K+ 159.49% |
$477K - $481K
|
15.5K
$784K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9.4KNew |
$471K - $474K
|
9.4K
$475K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
9.39K+ 41.84% |
$470K - $473K
|
31.8K
$1.61M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
9.37KNew |
$469K - $472K
|
9.37K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
9.29K+ 5.73% |
$465K - $468K
|
172K
$8.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
9.25K+ 5.87% |
$463K - $466K
|
167K
$8.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.23K+ 120.76% |
$462K - $465K
|
16.9K
$852K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.21KNew |
$461K - $464K
|
9.21K
$465K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.87K+ 90.44% |
$444K - $447K
|
18.7K
$944K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.83K+ 174.91% |
$442K - $445K
|
13.9K
$701K
|