Latest Institutional Transactions on Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Tr Ultra Short I (JPST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
12.8K+ 6.39% |
$641K - $645K
|
213K
$10.8M
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.88K- 58.07% |
$294K - $296K
|
4.25K
$215K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-633- 4.04% |
$31.7K - $31.9K
|
15K
$760K
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
33+ 0.76% |
$1.65K - $1.66K
|
4.35K
$220K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.53K- 1.5% |
$76.6K - $77.1K
|
100K
$5.07M
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.02KNew |
$50.9K - $51.2K
|
1.02K
$51.4K
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-30.3K- 11.35% |
$1.51M - $1.52M
|
236K
$11.9M
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-2K- 32.45% |
$99.9K - $101K
|
4.16K
$210K
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5.54K- 9.63% |
$277K - $279K
|
51.9K
$2.62M
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.21KNew |
$461K - $464K
|
9.21K
$465K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24.3KNew |
$1.22M - $1.23M
|
24.3K
$1.23M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-160- 2.26% |
$8.01K - $8.06K
|
6.93K
$350K
|
|
Jul 13, 2023
Q2 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-3.19K- 25.79% |
$159K - $160K
|
9.17K
$463K
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
18.5KNew |
$927K - $933K
|
18.5K
$936K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-215- 26.71% |
$10.8K - $10.8K
|
590
$29.8K
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.01K+ 18.76% |
$50.6K - $51K
|
6.41K
$324K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.41K+ 1.88% |
$70.4K - $70.8K
|
76.3K
$3.86M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
157New |
$7.86K - $7.91K
|
157
$7.93K
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.8K+ 1890.05% |
$190K - $191K
|
4K
$202K
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
1.28KNew |
$64.4K - $64.7K
|
1.28K
$64.9K
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.32K- 14.11% |
$66.2K - $66.5K
|
8.04K
$406K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
127K+ 1000.8% |
$6.37M - $6.4M
|
140K
$7.06M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.9KNew |
$598K - $601K
|
11.9K
$603K
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-299- 2.75% |
$15K - $15.1K
|
10.6K
$534K
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
71.8KNew |
$3.6M - $3.62M
|
71.8K
$3.63M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
389+ 7.03% |
$19.5K - $19.6K
|
5.92K
$299K
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
104KNew |
$5.23M - $5.25M
|
104K
$5.27M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.68KNew |
$184K - $185K
|
3.68K
$186K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.56K- 39.03% |
$128K - $129K
|
4K
$202K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.2K- 97.69% |
$913K - $918K
|
430
$21.7K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
142New |
$7.12K - $7.15K
|
142
$7.17K
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
75KNew |
$3.76M - $3.78M
|
75K
$3.79M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.62K- 21.2% |
$80.9K - $81.3K
|
6K
$303K
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
90+ 1.51% |
$4.51K - $4.53K
|
6.06K
$306K
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
169KNew |
$8.48M - $8.52M
|
169K
$8.55M
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.57K- 38.43% |
$129K - $129K
|
4.12K
$208K
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
22.8KNew |
$1.14M - $1.15M
|
22.8K
$1.15M
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-19.4K- 51.06% |
$974K - $978K
|
18.6K
$941K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.22K+ 140.78% |
$362K - $363K
|
12.3K
$623K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-54.7K- 74.44% |
$2.74M - $2.76M
|
18.8K
$949K
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-9.94K- 46.92% |
$498K - $501K
|
11.2K
$568K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.18KNew |
$209K - $210K
|
4.18K
$211K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
7.04KNew |
$353K - $354K
|
7.04K
$355K
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
68+ 0.94% |
$3.41K - $3.42K
|
7.3K
$369K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.68KNew |
$335K - $337K
|
6.68K
$338K
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-250K- 93.86% |
$12.5M - $12.6M
|
16.4K
$826K
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-157- 2.91% |
$7.87K - $7.91K
|
5.24K
$265K
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-168K- 97.59% |
$8.41M - $8.45M
|
4.15K
$210K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$6.82K - $6.85K
|
136
$6.87K
|