Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.79K- 12.24% |
$139K - $140K
|
20K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.81K- 9.63% |
$140K - $141K
|
26.3K
$1.33M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.81K- 8.9% |
$140K - $141K
|
28.8K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.86K- 9.33% |
$143K - $144K
|
27.8K
$1.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.89K- 17.01% |
$144K - $145K
|
14.1K
$711K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.9K- 5.95% |
$145K - $146K
|
45.8K
$2.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.9K- 21.72% |
$145K - $146K
|
10.5K
$527K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.91K- 40.51% |
$145K - $146K
|
4.27K
$215K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.95K- 3.04% |
$147K - $148K
|
94.1K
$4.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.96K- 0.6% |
$148K - $149K
|
488K
$24.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.04K- 5.82% |
$152K - $153K
|
49.2K
$2.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.05K- 15.24% |
$152K - $153K
|
17K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.06K- 0.93% |
$153K - $154K
|
326K
$16.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.11K- 12.11% |
$155K - $156K
|
22.5K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.17K- 37.4% |
$158K - $159K
|
5.3K
$267K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-3.21K- 5.41% |
$160K - $161K
|
56.1K
$2.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 1.68% |
$161K - $162K
|
189K
$9.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.32K- 99.34% |
$166K - $167K
|
22
$1.11K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.37K- 14.96% |
$168K - $170K
|
19.2K
$967K
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.44K- 9.0% |
$172K - $173K
|
34.7K
$1.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.45K- 1.74% |
$172K - $173K
|
195K
$9.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.53K- 40.83% |
$176K - $177K
|
5.11K
$258K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.53K- 6.56% |
$176K - $177K
|
50.2K
$2.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3.6K- 2.47% |
$180K - $181K
|
142K
$7.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.62K- 89.73% |
$181K - $182K
|
414
$20.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.63K- 10.74% |
$181K - $183K
|
30.2K
$1.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.65K- 24.95% |
$182K - $184K
|
11K
$554K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3.65K- 34.43% |
$182K - $184K
|
6.96K
$351K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.68K- 5.33% |
$184K - $185K
|
65.4K
$3.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.74K- 7.12% |
$187K - $188K
|
48.8K
$2.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.84K- 33.83% |
$192K - $193K
|
7.51K
$379K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.85K- 4.43% |
$192K - $193K
|
83.1K
$4.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.94K- 47.07% |
$197K - $198K
|
4.43K
$223K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.95K- 0.71% |
$197K - $198K
|
552K
$27.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-3.97K- 9.38% |
$198K - $199K
|
38.3K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.04K- 6.04% |
$202K - $203K
|
62.8K
$3.16M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.04K- 3.17% |
$202K - $203K
|
123K
$6.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4.18K- 21.94% |
$209K - $210K
|
14.9K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.26K- 21.53% |
$213K - $214K
|
15.5K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.52K- 22.87% |
$226K - $227K
|
15.2K
$768K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-4.57K- 20.95% |
$228K - $230K
|
17.2K
$869K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.65K- 6.25% |
$232K - $234K
|
69.7K
$3.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.71K- 19.31% |
$235K - $237K
|
19.7K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-4.85K- 32.27% |
$242K - $243K
|
10.2K
$513K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.86K- 14.71% |
$243K - $244K
|
28.2K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-4.87K- 13.38% |
$243K - $245K
|
31.5K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.88K- 4.97% |
$243K - $245K
|
93.2K
$4.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.9K- 0.13% |
$245K - $246K
|
3.67M
$185M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.99K- 28.09% |
$249K - $251K
|
12.8K
$644K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-5K- 15.28% |
$250K - $251K
|
27.7K
$1.4M
|