Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
489+ 7.84% |
$24.5K - $24.6K
|
6.73K
$340K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
475+ 0.91% |
$23.8K - $23.9K
|
52.7K
$2.66M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
459+ 1.76% |
$23K - $23.1K
|
26.5K
$1.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
456+ 7.3% |
$22.8K - $22.9K
|
6.7K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
444+ 2.68% |
$22.2K - $22.3K
|
17K
$859K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
331+ 3.73% |
$16.6K - $16.6K
|
9.2K
$465K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
302+ 25.95% |
$15.1K - $15.2K
|
1.47K
$74K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
289New |
$14.5K - $14.5K
|
289
$14.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
273+ 0.29% |
$13.7K - $13.7K
|
95.3K
$4.81M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
259+ 0.23% |
$13K - $13K
|
112K
$5.65M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
259+ 0.23% |
$13K - $13K
|
112K
$5.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
213+ 0.45% |
$10.7K - $10.7K
|
47.3K
$2.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
206+ 14.19% |
$10.3K - $10.3K
|
1.66K
$83.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
200+ 0.1% |
$10K - $10K
|
196K
$9.92M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
200+ 1.54% |
$10K - $10K
|
13.2K
$667K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
200+ 6.11% |
$10K - $10K
|
3.48K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
193+ 0.16% |
$9.65K - $9.69K
|
118K
$5.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
181+ 1.61% |
$9.05K - $9.09K
|
11.4K
$576K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
176+ 0.18% |
$8.8K - $8.84K
|
95.7K
$4.84M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
173+ 1.58% |
$8.65K - $8.69K
|
11.2K
$563K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
168+ 0.21% |
$8.4K - $8.44K
|
79.2K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
148New |
$7.4K - $7.43K
|
148
$7.48K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
139+ 0.7% |
$6.95K - $6.98K
|
20.1K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
138New |
$6.9K - $6.93K
|
138
$6.97K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
125New |
$6.25K - $6.28K
|
125
$6.31K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
107+ 1.72% |
$5.35K - $5.37K
|
6.33K
$320K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5K - $5.02K
|
100
$5.05K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
83+ 1.91% |
$4.15K - $4.17K
|
4.42K
$223K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
80+ 0.44% |
$4K - $4.02K
|
18.5K
$933K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
57+ 0.32% |
$2.85K - $2.86K
|
17.7K
$892K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
51+ 0.38% |
$2.55K - $2.56K
|
13.4K
$677K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50+ 50.0% |
$2.5K - $2.51K
|
150
$7.58K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
47+ 0.34% |
$2.35K - $2.36K
|
14K
$706K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
43+ 2.18% |
$2.15K - $2.16K
|
2.01K
$102K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$2K - $2.01K
|
40
$2.02K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 0.33% |
$1.95K - $1.96K
|
11.9K
$603K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$1.8K - $1.81K
|
36
$1.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 19.28% |
$1.6K - $1.61K
|
198
$10K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.04% |
$1.5K - $1.51K
|
70.1K
$3.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22+ 0.36% |
$1.1K - $1.1K
|
6.1K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
22+ 0.38% |
$1.1K - $1.1K
|
5.78K
$292K
|
|
|
Nov 09, 2022
Q3 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
16+ 0.4% |
$800 - $804
|
4.02K
$203K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11New |
$550 - $552
|
11
$556
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
8+ 0.16% |
$400 - $402
|
5.01K
$253K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 0.37% |
$400 - $402
|
2.15K
$109K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.28% |
$350 - $352
|
2.48K
$125K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.38% |
$300 - $301
|
1.59K
$80.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$300 - $301
|
1.59K
$80.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
3+ 0.07% |
$150 - $151
|
4.59K
$232K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.75% |
$50 - $50.2
|
134
$6.77K
|