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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-219- 1.87% |
$11K - $11K
|
11.5K
$580K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-269- 1.14% |
$13.5K - $13.5K
|
23.4K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-270- 3.84% |
$13.5K - $13.6K
|
6.77K
$342K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-285- 23.08% |
$14.3K - $14.4K
|
950
$48K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-287- 2.21% |
$14.4K - $14.5K
|
12.7K
$642K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-296- 2.21% |
$14.8K - $14.9K
|
13.1K
$661K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-299- 2.75% |
$15K - $15.1K
|
10.6K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-300- 2.27% |
$15K - $15.1K
|
12.9K
$652K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-354- 3.01% |
$17.7K - $17.8K
|
11.4K
$576K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-370- 0.44% |
$18.5K - $18.6K
|
84.5K
$4.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-381- 9.7% |
$19.1K - $19.2K
|
3.55K
$179K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-385- 2.55% |
$19.3K - $19.4K
|
14.7K
$744K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-416- 2.27% |
$20.8K - $20.9K
|
17.9K
$903K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-417- 5.55% |
$20.9K - $21K
|
7.09K
$358K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-426- 0.18% |
$21.4K - $21.5K
|
239K
$12.1M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-447- 54.25% |
$22.4K - $22.5K
|
377
$19K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-468- 5.49% |
$23.5K - $23.6K
|
8.05K
$407K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-479- 2.37% |
$24K - $24.1K
|
19.7K
$997K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-479- 2.37% |
$24K - $24.1K
|
19.7K
$997K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-488- 8.84% |
$24.5K - $24.6K
|
5.03K
$254K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-497- 7.83% |
$24.9K - $25K
|
5.85K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-500- 7.94% |
$25.1K - $25.2K
|
5.8K
$293K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-539- 2.18% |
$27K - $27.1K
|
24.1K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-557- 7.83% |
$27.9K - $28.1K
|
6.55K
$331K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-598- 8.51% |
$30K - $30.1K
|
6.43K
$325K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-609- 9.85% |
$30.5K - $30.7K
|
5.57K
$281K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-635- 7.04% |
$31.8K - $32K
|
8.38K
$423K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-636- 0.3% |
$31.9K - $32K
|
215K
$10.9M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-640Closed |
$32.1K - $32.2K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-650- 1.9% |
$32.6K - $32.7K
|
33.5K
$1.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-668- 2.66% |
$33.5K - $33.6K
|
24.4K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-673- 6.31% |
$33.7K - $33.9K
|
9.99K
$505K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-680- 3.01% |
$34.1K - $34.2K
|
21.9K
$1.11M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-680- 3.01% |
$34.1K - $34.2K
|
21.9K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-687- 99.85% |
$34.4K - $34.6K
|
1
$50.5
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-727- 0.92% |
$36.4K - $36.6K
|
78.2K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-730- 8.86% |
$36.6K - $36.8K
|
7.51K
$379K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-735- 1.13% |
$36.8K - $37K
|
64.5K
$3.26M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-769- 12.94% |
$38.5K - $38.7K
|
5.18K
$261K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-798- 14.14% |
$40K - $40.2K
|
4.85K
$245K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-800- 5.37% |
$40.1K - $40.3K
|
14.1K
$712K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-830- 1.16% |
$41.6K - $41.8K
|
70.5K
$3.56M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-844- 2.81% |
$42.3K - $42.5K
|
29.2K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-858- 12.12% |
$43K - $43.2K
|
6.22K
$314K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-920- 2.11% |
$46.1K - $46.3K
|
42.6K
$2.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-984- 4.03% |
$49.3K - $49.6K
|
23.4K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1K- 6.21% |
$50.1K - $50.4K
|
15.1K
$763K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.01K- 19.98% |
$50.4K - $50.6K
|
4.02K
$203K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.36% |
$50.7K - $51K
|
73.4K
$3.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.09K- 7.79% |
$54.8K - $55K
|
12.9K
$653K
|