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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.68K+ 10.49% |
$434K - $437K
|
91.4K
$4.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.64KNew |
$432K - $435K
|
8.64K
$436K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.47KNew |
$424K - $427K
|
8.47K
$428K
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
8.34K+ 10.11% |
$417K - $420K
|
90.9K
$4.59M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.32KNew |
$416K - $419K
|
8.32K
$420K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.25KNew |
$413K - $416K
|
8.25K
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
8.25KNew |
$413K - $415K
|
8.25K
$417K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.13K+ 148.92% |
$407K - $409K
|
13.6K
$686K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8.09K+ 8.6% |
$405K - $407K
|
102K
$5.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.97K+ 7.07% |
$399K - $401K
|
121K
$6.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
7.71KNew |
$386K - $388K
|
7.71K
$389K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.65KNew |
$383K - $385K
|
7.65K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
7.59KNew |
$380K - $382K
|
7.59K
$383K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.59K+ 13.82% |
$380K - $382K
|
62.5K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.43KNew |
$372K - $374K
|
7.43K
$375K
|
|
|
Jul 14, 2023
Q2 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.41K+ 4.55% |
$371K - $373K
|
170K
$8.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
7.31KNew |
$366K - $368K
|
7.31K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.23K+ 58.15% |
$362K - $364K
|
19.7K
$993K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.14K+ 1400.59% |
$357K - $360K
|
7.65K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.13K+ 162.7% |
$357K - $359K
|
11.5K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.11KNew |
$356K - $358K
|
7.11K
$359K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.1K+ 5.23% |
$355K - $358K
|
143K
$7.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.09K+ 3.41% |
$355K - $357K
|
215K
$10.9M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
7.08K+ 71.76% |
$354K - $356K
|
16.9K
$856K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.97KNew |
$349K - $351K
|
6.97K
$352K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96K+ 4.36% |
$348K - $350K
|
167K
$8.41M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.92KNew |
$346K - $348K
|
6.92K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
6.85K+ 0.52% |
$343K - $345K
|
1.32M
$66.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.79K+ 1.51% |
$340K - $342K
|
457K
$23.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.55K+ 83.62% |
$328K - $330K
|
14.4K
$727K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.22K+ 5.1% |
$311K - $313K
|
128K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.18KNew |
$309K - $311K
|
6.18K
$312K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.15K+ 8.47% |
$308K - $310K
|
78.8K
$3.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
6.14K+ 1.27% |
$307K - $309K
|
491K
$24.8M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.05K+ 29.54% |
$303K - $305K
|
26.5K
$1.34M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6K+ 116.0% |
$300K - $302K
|
11.2K
$565K
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6KNew |
$300K - $302K
|
6K
$303K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
5.89KNew |
$295K - $297K
|
5.89K
$298K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.6K+ 19.05% |
$280K - $282K
|
35K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.56K+ 10.35% |
$278K - $280K
|
59.3K
$2.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.55KNew |
$278K - $280K
|
5.55K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.5KNew |
$275K - $277K
|
5.5K
$278K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5.5KNew |
$275K - $277K
|
5.5K
$278K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5.47K+ 28.32% |
$274K - $275K
|
24.8K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.41K+ 606.5% |
$271K - $272K
|
6.3K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.35K+ 5.29% |
$268K - $269K
|
107K
$5.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.07KNew |
$254K - $255K
|
5.07K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5K+ 17.24% |
$250K - $252K
|
34K
$1.72M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
4.98K+ 46.76% |
$249K - $251K
|
15.6K
$789K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.96KNew |
$248K - $250K
|
4.96K
$251K
|