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 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
901+ 1.82% |
$45.1K - $45.4K
|
50.5K
$2.55M
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
834+ 2.71% |
$41.7K - $42K
|
31.6K
$1.6M
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
825+ 0.54% |
$41.3K - $41.5K
|
154K
$7.77M
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
743+ 90.83% |
$37.2K - $37.4K
|
1.56K
$78.8K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
742+ 8.39% |
$37.1K - $37.4K
|
9.58K
$484K
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
718+ 10.96% |
$35.9K - $36.2K
|
7.27K
$367K
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
716+ 1.09% |
$35.8K - $36.1K
|
66.5K
$3.36M
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
700New |
$35K - $35.3K
|
700
$35.4K
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
676+ 0.64% |
$33.8K - $34K
|
106K
$5.37M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
574+ 110.6% |
$28.7K - $28.9K
|
1.09K
$55.2K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
558+ 0.98% |
$27.9K - $28.1K
|
57.6K
$2.91M
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
517+ 0.26% |
$25.9K - $26K
|
203K
$10.3M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
504+ 0.52% |
$25.2K - $25.4K
|
98K
$4.95M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$25K - $25.2K
|
500
$25.3K
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
487+ 2.23% |
$24.4K - $24.5K
|
22.3K
$1.13M
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
477+ 0.25% |
$23.9K - $24K
|
190K
$9.59M
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
470+ 4.39% |
$23.5K - $23.7K
|
11.2K
$564K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
404+ 1.23% |
$20.2K - $20.3K
|
33.2K
$1.68M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
396New |
$19.8K - $19.9K
|
396
$20K
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
381+ 2.09% |
$19.1K - $19.2K
|
18.6K
$939K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
357+ 2.89% |
$17.9K - $18K
|
12.7K
$642K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
349+ 45.74% |
$17.5K - $17.6K
|
1.11K
$56.2K
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
345+ 0.24% |
$17.3K - $17.4K
|
147K
$7.43M
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
330+ 2.2% |
$16.5K - $16.6K
|
15.3K
$774K
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
322+ 0.25% |
$16.1K - $16.2K
|
129K
$6.52M
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
309+ 0.25% |
$15.5K - $15.6K
|
123K
$6.19M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
305New |
$15.3K - $15.4K
|
305
$15.4K
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
303+ 0.87% |
$15.2K - $15.3K
|
35.3K
$1.78M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
302New |
$15.1K - $15.2K
|
302
$15.3K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
300+ 2.69% |
$15K - $15.1K
|
11.4K
$578K
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
279+ 5.39% |
$14K - $14.1K
|
5.46K
$276K
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
256+ 1.3% |
$12.8K - $12.9K
|
20K
$1.01M
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
225+ 0.2% |
$11.3K - $11.3K
|
115K
$5.8M
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
217+ 0.05% |
$10.9K - $10.9K
|
399K
$20.2M
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
181+ 0.19% |
$9.06K - $9.12K
|
94.6K
$4.78M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
157New |
$7.86K - $7.91K
|
157
$7.93K
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
141+ 0.67% |
$7.06K - $7.1K
|
21.2K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
139+ 0.04% |
$6.96K - $7K
|
326K
$16.5M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
131New |
$6.56K - $6.6K
|
131
$6.62K
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
129+ 1.12% |
$6.46K - $6.5K
|
11.6K
$588K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
123+ 178.26% |
$6.15K - $6.19K
|
192
$9.7K
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
107+ 1.13% |
$5.35K - $5.39K
|
9.55K
$482K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
98+ 0.16% |
$4.9K - $4.94K
|
59.9K
$3.02M
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
94+ 0.4% |
$4.7K - $4.73K
|
23.5K
$1.18M
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
79+ 0.04% |
$3.95K - $3.98K
|
198K
$10M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 0.95% |
$3.4K - $3.42K
|
7.21K
$364K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67New |
$3.35K - $3.37K
|
67
$3.38K
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.83% |
$3.3K - $3.32K
|
8.06K
$407K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
55+ 1.06% |
$2.75K - $2.77K
|
5.22K
$264K
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
51+ 0.23% |
$2.55K - $2.57K
|
22.2K
$1.12M
|