Latest Institutional Purchases of Jp Morgan ETF Tr Ultra Short I (JPST)
This list provides information on the latest institutional transactions involving Jp Morgan ETF Tr Ultra Short I (JPST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
625New |
$31.3K - $31.4K
|
625
$31.6K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
500New |
$25K - $25.1K
|
500
$25.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
480+ 1.66% |
$24K - $24.1K
|
29.5K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150New |
$7.5K - $7.54K
|
150
$7.59K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
110New |
$5.5K - $5.53K
|
110
$5.57K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
110New |
$5.5K - $5.53K
|
110
$5.57K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
108New |
$5.4K - $5.43K
|
108
$5.47K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
103New |
$5.15K - $5.18K
|
103
$5.21K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
51+ 0.88% |
$2.55K - $2.56K
|
5.88K
$298K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
50New |
$2.5K - $2.51K
|
50
$2.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 40.63% |
$1.3K - $1.31K
|
90
$4.56K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
203K+ 43.49% |
$10.1M - $10.2M
|
670K
$33.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
168KNew |
$8.41M - $8.44M
|
168K
$8.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
73.5KNew |
$3.67M - $3.69M
|
73.5K
$3.72M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
62.9K+ 36.16% |
$3.14M - $3.16M
|
237K
$12M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
42.5K+ 785.87% |
$2.13M - $2.14M
|
48K
$2.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.2KNew |
$1.01M - $1.02M
|
20.2K
$1.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
19.6KNew |
$979K - $983K
|
19.6K
$991K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
18.6K+ 33.04% |
$932K - $936K
|
75.1K
$3.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.21KNew |
$410K - $412K
|
8.21K
$416K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.15KNew |
$358K - $359K
|
7.15K
$362K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
6.35KNew |
$318K - $319K
|
6.35K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6.06K+ 128.83% |
$303K - $305K
|
10.8K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
2.99K+ 17.64% |
$149K - $150K
|
19.9K
$1.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
1.91K+ 10.09% |
$95.6K - $96K
|
20.8K
$1.06M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.62K+ 0.8% |
$80.8K - $81.1K
|
203K
$10.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 5.68% |
$59.1K - $59.4K
|
22K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.11K+ 27.51% |
$55.5K - $55.7K
|
5.15K
$260K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
630New |
$31.5K - $31.6K
|
630
$31.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
555+ 76.55% |
$27.8K - $27.9K
|
1.28K
$64.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
289New |
$14.5K - $14.5K
|
289
$14.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
47+ 0.34% |
$2.35K - $2.36K
|
14K
$708K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$2K - $2.01K
|
40
$2.03K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$1.8K - $1.81K
|
36
$1.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
22+ 0.38% |
$1.1K - $1.1K
|
5.78K
$293K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$300 - $301
|
1.59K
$80.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
229K+ 232.51% |
$11.5M - $11.5M
|
327K
$16.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
223KNew |
$11.1M - $11.2M
|
223K
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
119KNew |
$5.98M - $6M
|
119K
$6.05M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
24.7K+ 371.74% |
$1.23M - $1.24M
|
31.3K
$1.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
21.1KNew |
$1.06M - $1.06M
|
21.1K
$1.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
BUY
|
- |
16.1KNew |
$804K - $807K
|
16.1K
$813K
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
9.58KNew |
$480K - $482K
|
9.58K
$485K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.49KNew |
$475K - $477K
|
9.49K
$480K
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
8.21KNew |
$411K - $413K
|
8.21K
$416K
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.67KNew |
$384K - $385K
|
7.67K
$388K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7KNew |
$350K - $352K
|
7K
$354K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.97KNew |
$299K - $300K
|
5.97K
$302K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$148K - $149K
|
2.97K
$150K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$127K - $127K
|
2.53K
$128K
|
|