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 |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
6.88K+ 29.73% |
$345K - $347K
|
30K
$1.52M
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-61K- 91.2% |
$3.06M - $3.07M
|
5.89K
$297K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.63KNew |
$81.4K - $81.8K
|
1.63K
$82.1K
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-342K- 85.99% |
$17.1M - $17.2M
|
55.7K
$2.81M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.53KNew |
$76.4K - $76.8K
|
1.53K
$77K
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-800- 5.37% |
$40.1K - $40.3K
|
14.1K
$712K
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-118K- 82.27% |
$5.91M - $5.93M
|
25.4K
$1.28M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-37.9K- 90.06% |
$1.9M - $1.91M
|
4.19K
$212K
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10.2K+ 19.64% |
$513K - $515K
|
62.3K
$3.15M
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-296- 2.21% |
$14.8K - $14.9K
|
13.1K
$661K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
28.1K+ 7.69% |
$1.41M - $1.42M
|
394K
$19.9M
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.87K- 48.69% |
$194K - $195K
|
4.08K
$206K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.4KNew |
$271K - $272K
|
5.4K
$273K
|
|
Q4 2022 | |||||||
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-125Closed |
$6.25K - $6.28K
|
0
$0
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6KNew |
$300K - $302K
|
6K
$303K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.95KNew |
$298K - $299K
|
5.95K
$301K
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
48.5KNew |
$2.43M - $2.44M
|
48.5K
$2.45M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.3KNew |
$2.27M - $2.28M
|
45.3K
$2.29M
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.85KNew |
$342K - $344K
|
6.85K
$346K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
38.6KNew |
$1.93M - $1.94M
|
38.6K
$1.95M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
640New |
$32K - $32.2K
|
640
$32.3K
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.2KNew |
$1.01M - $1.02M
|
20.2K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.85KNew |
$342K - $344K
|
6.85K
$346K
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.13K- 26.37% |
$106K - $107K
|
5.94K
$300K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
97.4K+ 140.28% |
$4.87M - $4.9M
|
167K
$8.43M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.1KNew |
$1.85M - $1.86M
|
37.1K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
40KNew |
$2M - $2.01M
|
40K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-6.92K- 62.94% |
$346K - $348K
|
4.07K
$206K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.06K- 9.36% |
$52.9K - $53.2K
|
10.3K
$518K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-20.7K- 73.23% |
$1.03M - $1.04M
|
7.55K
$381K
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-11KClosed |
$550K - $553K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
8.94KNew |
$447K - $449K
|
8.94K
$452K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-740K- 98.01% |
$37M - $37.2M
|
15.1K
$761K
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
4.75KNew |
$238K - $239K
|
4.75K
$240K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.91K- 83.63% |
$495K - $498K
|
1.94K
$98K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 40.63% |
$1.3K - $1.31K
|
90
$4.55K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$38.8K - $38.9K
|
775
$39.2K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-17- 0.14% |
$850 - $854
|
12K
$605K
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.74K- 26.72% |
$137K - $137K
|
7.5K
$379K
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
12.5KNew |
$625K - $628K
|
12.5K
$631K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150New |
$7.5K - $7.54K
|
150
$7.58K
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
51+ 0.88% |
$2.55K - $2.56K
|
5.88K
$297K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-500- 71.43% |
$25K - $25.1K
|
200
$10.1K
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-4.94K- 13.95% |
$247K - $248K
|
30.5K
$1.54M
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
203+ 0.87% |
$10.2K - $10.2K
|
23.6K
$1.19M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.15% |
$750 - $754
|
10.3K
$519K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-9.12K- 8.64% |
$456K - $458K
|
96.5K
$4.87M
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-3.95K- 47.88% |
$198K - $198K
|
4.3K
$217K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-30.2K- 85.84% |
$1.51M - $1.52M
|
4.99K
$252K
|