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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
97.3K+ 40.56% |
$4.86M - $4.89M
|
337K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
92.8K+ 120.99% |
$4.64M - $4.67M
|
170K
$8.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
91.7K+ 1712.25% |
$4.58M - $4.61M
|
97K
$4.89M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
90.6K+ 460.6% |
$4.52M - $4.55M
|
110K
$5.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
89.5KNew |
$4.47M - $4.5M
|
89.5K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
88.4K+ 15.27% |
$4.41M - $4.44M
|
667K
$33.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
81.1K+ 35.43% |
$4.05M - $4.08M
|
310K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80.8K+ 10.0% |
$4.04M - $4.06M
|
889K
$44.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
76.9KNew |
$3.84M - $3.86M
|
76.9K
$3.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
76.3K+ 1211.17% |
$3.81M - $3.84M
|
82.6K
$4.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
75K+ 2.93% |
$3.75M - $3.77M
|
2.64M
$133M
|
|
|
Dec 11, 2023
Q3 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
73.8KNew |
$3.69M - $3.71M
|
73.8K
$3.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
73.7K+ 48.87% |
$3.68M - $3.7M
|
224K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
72.5K+ 975.92% |
$3.62M - $3.64M
|
79.9K
$4.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
69.5K+ 254.29% |
$3.47M - $3.49M
|
96.9K
$4.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
69.4K+ 72.33% |
$3.46M - $3.49M
|
165K
$8.33M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
69.3K+ 11.01% |
$3.46M - $3.48M
|
699K
$35.2M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
69.2K+ 43.24% |
$3.45M - $3.47M
|
229K
$11.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
67.4K+ 102.74% |
$3.36M - $3.39M
|
133K
$6.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
66.4K+ 76.39% |
$3.32M - $3.34M
|
153K
$7.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
65.7K+ 473.24% |
$3.28M - $3.3M
|
79.6K
$4.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
64.1K+ 44.9% |
$3.2M - $3.22M
|
207K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
63.1K+ 177.77% |
$3.15M - $3.17M
|
98.6K
$4.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
61.4K+ 5.33% |
$3.07M - $3.08M
|
1.21M
$61.1M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
60.7K+ 853.51% |
$3.03M - $3.05M
|
67.8K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59.1K+ 1088.14% |
$2.95M - $2.97M
|
64.5K
$3.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
58.6K+ 21.19% |
$2.93M - $2.95M
|
335K
$16.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
57.7K+ 297.78% |
$2.88M - $2.9M
|
77.1K
$3.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
54.6K+ 41.39% |
$2.73M - $2.75M
|
187K
$9.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
54.5K+ 16.71% |
$2.72M - $2.74M
|
380K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
53.4K+ 106.37% |
$2.66M - $2.68M
|
104K
$5.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
53.3K+ 0.76% |
$2.66M - $2.68M
|
7.04M
$355M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
48.9KNew |
$2.44M - $2.46M
|
48.9K
$2.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
48.3K+ 6316.86% |
$2.41M - $2.43M
|
49.1K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
47.8K+ 2.79% |
$2.39M - $2.4M
|
1.76M
$88.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
47.2KNew |
$2.36M - $2.37M
|
47.2K
$2.38M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
47.1K+ 114.0% |
$2.35M - $2.37M
|
88.4K
$4.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
46.5KNew |
$2.32M - $2.34M
|
46.5K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
45.7K+ 10.08% |
$2.28M - $2.29M
|
499K
$25.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
45.5K+ 13.48% |
$2.27M - $2.29M
|
383K
$19.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
45.4KNew |
$2.27M - $2.28M
|
45.4K
$2.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43.7K+ 2.54% |
$2.18M - $2.2M
|
1.76M
$88.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
43.5K+ 16.26% |
$2.17M - $2.19M
|
311K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.4KNew |
$2.17M - $2.18M
|
43.4K
$2.19M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
41.3K+ 14.0% |
$2.06M - $2.08M
|
337K
$17M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
40.8KNew |
$2.04M - $2.05M
|
40.8K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
40.8K+ 59.19% |
$2.04M - $2.05M
|
110K
$5.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40.6K+ 273.93% |
$2.03M - $2.04M
|
55.4K
$2.79M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
39.8K+ 26.0% |
$1.99M - $2M
|
193K
$9.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
39.6K+ 6.54% |
$1.98M - $1.99M
|
645K
$32.5M
|