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 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 3.9% |
$56.7K - $57K
|
27.9K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.17K- 2.03% |
$58.7K - $59K
|
56.6K
$2.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.19K- 12.16% |
$59.4K - $59.7K
|
8.56K
$432K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.23K- 0.83% |
$61.5K - $61.8K
|
147K
$7.41M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.26K- 8.61% |
$63.2K - $63.5K
|
13.4K
$676K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.29K- 1.7% |
$64.9K - $65.2K
|
74.9K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.32K- 14.11% |
$66.2K - $66.5K
|
8.04K
$406K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.34K- 4.58% |
$67.2K - $67.5K
|
27.9K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.4K- 6.73% |
$69.9K - $70.3K
|
19.3K
$977K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.41K- 3.72% |
$70.9K - $71.2K
|
36.6K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Nepsis Inc.
|
SELL
|
- |
-1.52K- 3.61% |
$75.9K - $76.3K
|
40.5K
$2.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.54K- 5.29% |
$77.1K - $77.5K
|
27.6K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.62K- 21.2% |
$80.9K - $81.3K
|
6K
$303K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.62K- 7.26% |
$81K - $81.4K
|
20.6K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.66K- 15.98% |
$83.2K - $83.6K
|
8.73K
$441K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 0.89% |
$91.2K - $91.7K
|
202K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.95K- 0.9% |
$97.8K - $98.3K
|
214K
$10.8M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 8.12% |
$97.9K - $98.4K
|
22.1K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.96K- 18.97% |
$98.2K - $98.7K
|
8.37K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.96K- 15.22% |
$98.4K - $98.9K
|
10.9K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.97K- 11.48% |
$98.6K - $99.1K
|
15.2K
$766K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.02K- 17.62% |
$101K - $102K
|
9.44K
$477K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.13K- 3.47% |
$107K - $107K
|
59.2K
$2.99M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.2K- 6.74% |
$110K - $111K
|
30.4K
$1.53M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.33K- 33.77% |
$117K - $117K
|
4.56K
$230K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-2.4K- 1.72% |
$120K - $121K
|
137K
$6.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.44K- 2.11% |
$122K - $123K
|
113K
$5.71M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.55K- 4.79% |
$128K - $128K
|
50.6K
$2.56M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.56K- 39.03% |
$128K - $129K
|
4K
$202K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.57K- 38.43% |
$129K - $129K
|
4.12K
$208K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.59K- 4.07% |
$130K - $130K
|
60.9K
$3.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-2.65K- 26.79% |
$133K - $133K
|
7.23K
$365K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.73K- 10.29% |
$137K - $138K
|
23.8K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.84K- 60.66% |
$142K - $143K
|
1.84K
$93.1K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.91K- 39.38% |
$146K - $147K
|
4.48K
$226K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.98K- 2.15% |
$149K - $150K
|
136K
$6.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.04K- 12.04% |
$153K - $153K
|
22.2K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.07K- 4.44% |
$154K - $155K
|
66.1K
$3.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.15K- 3.96% |
$158K - $158K
|
76.3K
$3.85M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-3.2K- 2.22% |
$160K - $161K
|
141K
$7.11M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.28K- 8.88% |
$164K - $165K
|
33.7K
$1.7M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.42K- 13.08% |
$172K - $172K
|
22.7K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3.42K- 30.26% |
$172K - $172K
|
7.89K
$399K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 1.01% |
$173K - $174K
|
339K
$17.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.55K- 23.41% |
$178K - $179K
|
11.6K
$587K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.56K- 6.88% |
$178K - $179K
|
48.1K
$2.43M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.56K- 30.4% |
$178K - $179K
|
8.15K
$411K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.66K- 3.88% |
$183K - $184K
|
90.6K
$4.58M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-3.73K- 27.39% |
$187K - $188K
|
9.89K
$500K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.79K- 15.92% |
$190K - $191K
|
20K
$1.01M
|