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
|
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
$365K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67New |
$3.35K - $3.37K
|
67
$3.39K
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.83% |
$3.3K - $3.32K
|
8.06K
$408K
|
|
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
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
51+ 0.62% |
$2.55K - $2.57K
|
8.28K
$419K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.68% |
$2.15K - $2.17K
|
6.32K
$320K
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
43+ 0.59% |
$2.15K - $2.17K
|
7.39K
$374K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
38New |
$1.9K - $1.91K
|
38
$1.92K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
35+ 0.1% |
$1.75K - $1.76K
|
35.2K
$1.78M
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
34New |
$1.7K - $1.71K
|
34
$1.72K
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
33+ 0.76% |
$1.65K - $1.66K
|
4.35K
$220K
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
31+ 0.25% |
$1.55K - $1.56K
|
12.4K
$628K
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
29+ 0.29% |
$1.45K - $1.46K
|
10K
$507K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 1.14% |
$1.25K - $1.26K
|
2.22K
$112K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
21+ 0.42% |
$1.05K - $1.06K
|
5.05K
$256K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
19+ 0.45% |
$951 - $957
|
4.25K
$215K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
18+ 0.51% |
$901 - $906
|
3.56K
$180K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
17+ 0.31% |
$851 - $856
|
5.43K
$275K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15+ 0.1% |
$751 - $755
|
15.1K
$766K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.31% |
$701 - $705
|
4.5K
$228K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14+ 1.53% |
$701 - $705
|
930
$47.1K
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
12+ 0.3% |
$600 - $604
|
4.04K
$204K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 2.08% |
$400 - $403
|
392
$19.8K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
4+ 400.0% |
$200 - $201
|
5
$253
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
4+ 0.06% |
$200 - $201
|
6.63K
$336K
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 13.33% |
$100 - $101
|
17
$861
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2New |
$100 - $101
|
2
$101
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-9- 0.17% |
$450 - $453
|
5.39K
$273K
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-17- 0.15% |
$851 - $856
|
11.6K
$587K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-26- 2.74% |
$1.3K - $1.31K
|
924
$46.8K
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-26- 0.05% |
$1.3K - $1.31K
|
48.1K
$2.44M
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-26- 0.32% |
$1.3K - $1.31K
|
8.12K
$411K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-28- 0.22% |
$1.4K - $1.41K
|
12.9K
$653K
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-29- 0.01% |
$1.45K - $1.46K
|
240K
$12.1M
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-52- 0.11% |
$2.6K - $2.62K
|
49.3K
$2.49M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-53- 0.94% |
$2.65K - $2.67K
|
5.59K
$283K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-69- 8.75% |
$3.45K - $3.47K
|
720
$36.4K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-77- 0.13% |
$3.85K - $3.88K
|
57.4K
$2.9M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-80- 6.3% |
$4K - $4.03K
|
1.19K
$60.2K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-97- 0.52% |
$4.85K - $4.88K
|
18.4K
$933K
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-100- 1.81% |
$5K - $5.04K
|
5.41K
$274K
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-100- 0.87% |
$5K - $5.04K
|
11.4K
$577K
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-119- 0.11% |
$5.95K - $5.99K
|
106K
$5.35M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-125- 1.11% |
$6.26K - $6.3K
|
11.2K
$565K
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-133- 2.66% |
$6.66K - $6.7K
|
4.87K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-136- 0.04% |
$6.81K - $6.85K
|
380K
$19.2M
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-143- 1.53% |
$7.16K - $7.2K
|
9.23K
$467K
|