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 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.91K- 10.53% |
$396K - $398K
|
67.2K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-8.31K- 37.17% |
$417K - $419K
|
14.1K
$710K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 55.43% |
$422K - $424K
|
6.78K
$342K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-8.44K- 2.07% |
$423K - $425K
|
399K
$20.2M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8.81K- 7.25% |
$442K - $444K
|
113K
$5.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-9.16K- 6.7% |
$459K - $461K
|
128K
$6.45M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.27K- 14.23% |
$465K - $467K
|
55.9K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.47K- 0.63% |
$474K - $477K
|
1.49M
$75.1M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.53K- 25.52% |
$478K - $480K
|
27.8K
$1.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-9.61K- 33.41% |
$482K - $484K
|
19.2K
$968K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-9.65K- 70.62% |
$484K - $486K
|
4.02K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.74K- 24.79% |
$488K - $490K
|
29.6K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-9.94K- 46.92% |
$498K - $501K
|
11.2K
$568K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.99K- 5.14% |
$501K - $503K
|
184K
$9.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10K- 0.91% |
$502K - $505K
|
1.09M
$55M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 7.02% |
$505K - $508K
|
134K
$6.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-10.8K- 2.38% |
$542K - $544K
|
442K
$22.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-10.8K- 48.65% |
$542K - $545K
|
11.4K
$577K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.9K- 10.42% |
$547K - $550K
|
93.9K
$4.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-10.9K- 10.42% |
$547K - $550K
|
93.9K
$4.74M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.1K- 93.11% |
$554K - $557K
|
818
$41.3K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.1K- 85.5% |
$555K - $557K
|
1.88K
$94.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.2K- 17.87% |
$560K - $563K
|
51.4K
$2.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-11.5K- 36.42% |
$574K - $577K
|
20K
$1.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-12.3K- 4.7% |
$614K - $617K
|
248K
$12.5M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 44.78% |
$619K - $622K
|
15.2K
$769K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-12.5K- 36.13% |
$627K - $630K
|
22.1K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-12.6K- 37.69% |
$634K - $637K
|
20.9K
$1.06M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.7K- 70.79% |
$635K - $638K
|
5.23K
$264K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-13.5K- 38.6% |
$676K - $679K
|
21.4K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-13.7K- 38.13% |
$687K - $690K
|
22.3K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-13.8K- 32.51% |
$692K - $695K
|
28.7K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13.8K- 10.51% |
$693K - $696K
|
118K
$5.95M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-13.8K- 13.33% |
$694K - $697K
|
90K
$4.55M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-13.9K- 4.32% |
$695K - $699K
|
308K
$15.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-13.9K- 27.75% |
$698K - $701K
|
36.2K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-14.5K- 42.62% |
$729K - $732K
|
19.6K
$989K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-15K- 55.35% |
$753K - $756K
|
12.1K
$612K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-15.4K- 27.46% |
$773K - $777K
|
40.8K
$2.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-15.8K- 10.04% |
$792K - $796K
|
142K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16K- 17.13% |
$802K - $806K
|
77.4K
$3.91M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16K- 18.16% |
$804K - $808K
|
72.3K
$3.65M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-16.3K- 52.49% |
$818K - $822K
|
14.8K
$747K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-16.5K- 33.48% |
$827K - $831K
|
32.8K
$1.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-17K- 27.95% |
$852K - $856K
|
43.8K
$2.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-17.6K- 33.39% |
$882K - $886K
|
35.1K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-17.7K- 7.23% |
$886K - $891K
|
227K
$11.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-17.9K- 34.15% |
$897K - $902K
|
34.5K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.2K- 97.69% |
$913K - $918K
|
430
$21.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-18.6K- 27.94% |
$930K - $934K
|
47.9K
$2.42M
|