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 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.15K+ 9.29% |
$57.5K - $57.9K
|
13.6K
$683K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.09K+ 7.83% |
$54.3K - $54.6K
|
15K
$755K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.04KNew |
$51.9K - $52.2K
|
1.04K
$52.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.01K+ 18.58% |
$50.2K - $50.5K
|
6.41K
$323K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1K+ 20.65% |
$49.9K - $50.3K
|
5.84K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
900+ 1.54% |
$44.9K - $45.2K
|
59.5K
$3M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
872+ 1.11% |
$43.5K - $43.8K
|
79.7K
$4.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
834+ 0.49% |
$41.6K - $41.9K
|
171K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
813+ 0.38% |
$40.6K - $40.9K
|
214K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
810+ 8.86% |
$40.5K - $40.7K
|
9.95K
$502K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
800+ 87.91% |
$40K - $40.2K
|
1.71K
$86.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
795+ 4.15% |
$39.7K - $39.9K
|
20K
$1.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
755+ 6.27% |
$37.7K - $37.9K
|
12.8K
$645K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
753+ 0.71% |
$37.6K - $37.8K
|
107K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
737+ 5.43% |
$36.8K - $37K
|
14.3K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
735+ 4.47% |
$36.7K - $36.9K
|
17.2K
$866K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
716+ 1.08% |
$35.8K - $36K
|
66.9K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
682+ 0.24% |
$34.1K - $34.3K
|
281K
$14.2M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
667New |
$33.3K - $33.5K
|
667
$33.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
660New |
$33K - $33.2K
|
660
$33.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
640New |
$32K - $32.2K
|
640
$32.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
629+ 4.19% |
$31.4K - $31.6K
|
15.6K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
624+ 4.84% |
$31.2K - $31.4K
|
13.5K
$681K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
608+ 0.67% |
$30.4K - $30.6K
|
92K
$4.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
562+ 11.34% |
$28.1K - $28.2K
|
5.52K
$278K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
555+ 15.29% |
$27.7K - $27.9K
|
4.19K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
521+ 0.24% |
$26K - $26.2K
|
216K
$10.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
517New |
$25.8K - $26K
|
517
$26.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
490+ 7.23% |
$24.5K - $24.6K
|
7.27K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
477+ 6.28% |
$23.8K - $24K
|
8.07K
$407K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
469+ 3.06% |
$23.4K - $23.6K
|
15.8K
$796K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
459+ 5.65% |
$22.9K - $23.1K
|
8.58K
$433K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
459+ 0.95% |
$22.9K - $23.1K
|
48.6K
$2.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
459+ 0.93% |
$22.9K - $23.1K
|
49.6K
$2.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
443+ 2.09% |
$22.1K - $22.3K
|
21.6K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
411+ 0.79% |
$20.5K - $20.7K
|
52.3K
$2.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
395+ 65.51% |
$19.7K - $19.8K
|
998
$50.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
390+ 0.92% |
$19.5K - $19.6K
|
42.6K
$2.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
366+ 2.39% |
$18.3K - $18.4K
|
15.7K
$790K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
337New |
$16.8K - $16.9K
|
337
$17K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
317+ 0.81% |
$15.8K - $15.9K
|
39.4K
$1.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
300+ 1.01% |
$15K - $15.1K
|
30K
$1.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
300New |
$15K - $15.1K
|
300
$15.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
289+ 4.18% |
$14.4K - $14.5K
|
7.21K
$363K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
254+ 0.23% |
$12.7K - $12.8K
|
111K
$5.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
208+ 7.7% |
$10.4K - $10.5K
|
2.91K
$147K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
205+ 3.8% |
$10.2K - $10.3K
|
5.6K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
195+ 2.08% |
$9.74K - $9.8K
|
9.57K
$483K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
192+ 1.51% |
$9.59K - $9.65K
|
12.9K
$650K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
162+ 1.75% |
$8.09K - $8.14K
|
9.4K
$474K
|