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 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.8K- 94.98% |
$190K - $191K
|
201
$10.2K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.83K- 9.08% |
$192K - $193K
|
38.4K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.87K- 48.69% |
$194K - $195K
|
4.08K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.93K- 8.44% |
$197K - $198K
|
42.7K
$2.16M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.97K- 43.99% |
$199K - $200K
|
5.05K
$255K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-4.03K- 17.96% |
$202K - $203K
|
18.4K
$930K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.07K- 19.31% |
$204K - $205K
|
17K
$859K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.1K- 6.66% |
$206K - $207K
|
57.5K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.11K- 9.32% |
$206K - $207K
|
40K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.16K- 6.16% |
$208K - $209K
|
63.3K
$3.2M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.29K- 12.23% |
$215K - $216K
|
30.8K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.32K- 45.01% |
$217K - $218K
|
5.28K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-4.38K- 2.24% |
$219K - $220K
|
191K
$9.65M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.73K- 15.79% |
$237K - $238K
|
25.2K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.74K- 39.9% |
$237K - $239K
|
7.14K
$360K
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-4.74K- 10.99% |
$238K - $239K
|
38.4K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4.75K- 10.38% |
$238K - $239K
|
41K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.78K- 32.01% |
$240K - $241K
|
10.2K
$513K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.8K- 16.56% |
$241K - $242K
|
24.2K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.85K- 12.12% |
$243K - $244K
|
35.1K
$1.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-4.95K- 2.94% |
$248K - $249K
|
163K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-4.95K- 2.96% |
$248K - $249K
|
162K
$8.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.14K- 33.66% |
$258K - $259K
|
10.1K
$512K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-5.22K- 2.87% |
$262K - $263K
|
177K
$8.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-5.22K- 1.46% |
$262K - $263K
|
352K
$17.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-5.25K- 8.9% |
$263K - $264K
|
53.7K
$2.71M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5.49K- 4.96% |
$275K - $276K
|
105K
$5.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.67K- 32.32% |
$284K - $286K
|
11.9K
$600K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.72K- 5.53% |
$286K - $288K
|
97.5K
$4.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-5.77K- 8.62% |
$289K - $291K
|
61.2K
$3.09M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.24K- 16.84% |
$313K - $314K
|
30.8K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-6.25K- 18.67% |
$313K - $315K
|
27.2K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.27K- 1.35% |
$314K - $316K
|
458K
$23.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.36K- 11.74% |
$319K - $320K
|
47.8K
$2.42M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.56K- 15.57% |
$329K - $330K
|
35.5K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-6.63K- 8.59% |
$332K - $334K
|
70.6K
$3.57M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.73K- 1.76% |
$337K - $339K
|
374K
$18.9M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-6.96K- 36.05% |
$349K - $350K
|
12.3K
$624K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.07K- 11.4% |
$354K - $356K
|
54.9K
$2.77M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.1K- 40.77% |
$356K - $358K
|
10.3K
$521K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.2K- 11.73% |
$361K - $362K
|
54.1K
$2.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-7.4K- 26.02% |
$371K - $372K
|
21K
$1.06M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7.42K- 7.02% |
$372K - $374K
|
98.3K
$4.96M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7.43K- 30.29% |
$372K - $374K
|
17.1K
$864K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.44K- 33.04% |
$373K - $375K
|
15.1K
$761K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-7.45K- 9.24% |
$373K - $375K
|
73.1K
$3.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.46K- 8.46% |
$374K - $376K
|
80.8K
$4.08M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 99.11% |
$386K - $388K
|
69
$3.49K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.8K- 9.74% |
$391K - $393K
|
72.3K
$3.65M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.85K- 8.18% |
$393K - $395K
|
88.1K
$4.45M
|