Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
89+ 1.28% |
$4.46K - $4.48K
|
7.05K
$356K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
83+ 0.44% |
$4.16K - $4.18K
|
19.1K
$964K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
68+ 0.94% |
$3.41K - $3.42K
|
7.3K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
66+ 1.42% |
$3.31K - $3.32K
|
4.71K
$238K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
65+ 1.03% |
$3.26K - $3.27K
|
6.39K
$323K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
55+ 0.78% |
$2.76K - $2.77K
|
7.14K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
50+ 0.1% |
$2.51K - $2.52K
|
49.6K
$2.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
38+ 0.94% |
$1.9K - $1.91K
|
4.09K
$207K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
36+ 0.39% |
$1.8K - $1.81K
|
9.28K
$469K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
26+ 0.61% |
$1.3K - $1.31K
|
4.32K
$218K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
24+ 0.57% |
$1.2K - $1.21K
|
4.23K
$214K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 0.92% |
$1K - $1.01K
|
2.19K
$111K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
19+ 0.76% |
$952 - $957
|
2.51K
$127K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$852 - $856
|
5.03K
$254K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
16+ 0.3% |
$802 - $806
|
5.39K
$272K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14+ 1400.0% |
$702 - $705
|
15
$758
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$401 - $403
|
8
$404
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.79% |
$150 - $151
|
384
$19.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.13% |
$50.1 - $50.4
|
789
$39.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$50.1 - $50.4
|
5.01K
$253K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 31, 2023
Q1 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1- -0.0% |
$50.1 - $50.4
|
180K
$9.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3- 0.01% |
$150 - $151
|
20.8K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-5- 0.07% |
$251 - $252
|
7.44K
$376K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5- 0.01% |
$251 - $252
|
53.3K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-12- 0.08% |
$601 - $604
|
15K
$758K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 0.04% |
$652 - $655
|
30.2K
$1.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-17- -0.0% |
$852 - $856
|
342K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-20- 0.41% |
$1K - $1.01K
|
4.84K
$245K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-32- 0.74% |
$1.6K - $1.61K
|
4.27K
$215K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-40- 0.12% |
$2K - $2.01K
|
33.3K
$1.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-43- 82.69% |
$2.16K - $2.17K
|
9
$455
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-46- 0.25% |
$2.31K - $2.32K
|
18K
$911K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-53- 0.75% |
$2.66K - $2.67K
|
7.04K
$356K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-57- 10.05% |
$2.86K - $2.87K
|
510
$25.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-71- 0.3% |
$3.56K - $3.58K
|
23.4K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-78- 0.54% |
$3.91K - $3.93K
|
14.4K
$727K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-90- 0.95% |
$4.51K - $4.53K
|
9.38K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-90- 75.63% |
$4.51K - $4.53K
|
29
$1.46K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-92- 1.14% |
$4.61K - $4.63K
|
7.99K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-117- 1.03% |
$5.86K - $5.89K
|
11.3K
$570K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-120- 1.56% |
$6.01K - $6.04K
|
7.58K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-145- 1.87% |
$7.27K - $7.3K
|
7.59K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-150- 1.57% |
$7.52K - $7.55K
|
9.43K
$476K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-157- 2.91% |
$7.87K - $7.91K
|
5.24K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-170- 0.17% |
$8.52K - $8.56K
|
101K
$5.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-179- 0.61% |
$8.97K - $9.01K
|
29.3K
$1.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-189- 0.64% |
$9.47K - $9.52K
|
29.4K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-208- 0.88% |
$10.4K - $10.5K
|
23.5K
$1.18M
|