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 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-89.8K- 30.45% |
$4.5M - $4.52M
|
205K
$10.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-93K- 47.56% |
$4.66M - $4.68M
|
103K
$5.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-93.5K- 95.01% |
$4.69M - $4.71M
|
4.92K
$248K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-95.9K- 26.61% |
$4.81M - $4.83M
|
264K
$13.4M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-97.8K- 35.53% |
$4.9M - $4.92M
|
177K
$8.96M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-101K- 99.1% |
$5.06M - $5.08M
|
916
$46.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-101K- 11.34% |
$5.06M - $5.08M
|
789K
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-103K- 15.86% |
$5.17M - $5.2M
|
547K
$27.6M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-109K- 88.14% |
$5.46M - $5.49M
|
14.7K
$741K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-110K- 35.1% |
$5.49M - $5.52M
|
203K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-110K- 70.54% |
$5.51M - $5.53M
|
45.9K
$2.32M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-114K- 95.62% |
$5.72M - $5.75M
|
5.23K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-116K- 33.03% |
$5.83M - $5.86M
|
236K
$11.9M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-118K- 80.38% |
$5.89M - $5.92M
|
28.7K
$1.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-118K- 82.27% |
$5.91M - $5.93M
|
25.4K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-119K- 95.97% |
$5.97M - $6M
|
5K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-121K- 10.2% |
$6.07M - $6.1M
|
1.07M
$53.9M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-128K- 95.79% |
$6.41M - $6.44M
|
5.62K
$284K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-168K- 97.59% |
$8.41M - $8.45M
|
4.15K
$210K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-178K- 21.29% |
$8.9M - $8.94M
|
657K
$33.2M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-180K- 54.99% |
$9M - $9.04M
|
147K
$7.42M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-185K- 52.09% |
$9.3M - $9.34M
|
171K
$8.62M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-195K- 41.45% |
$9.78M - $9.82M
|
275K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-221K- 51.9% |
$11.1M - $11.1M
|
204K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-221K- 58.51% |
$11.1M - $11.1M
|
157K
$7.93M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-235K- 33.29% |
$11.8M - $11.8M
|
471K
$23.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-250K- 93.86% |
$12.5M - $12.6M
|
16.4K
$826K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-254K- 62.02% |
$12.7M - $12.8M
|
156K
$7.85M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-278K- 70.23% |
$14M - $14M
|
118K
$5.96M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-279K- 59.8% |
$14M - $14M
|
187K
$9.46M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-296K- 31.79% |
$14.8M - $14.9M
|
636K
$32.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-299K- 92.5% |
$15M - $15M
|
24.2K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-306K- 53.31% |
$15.3M - $15.4M
|
268K
$13.5M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-308K- 65.82% |
$15.4M - $15.5M
|
160K
$8.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-317K- 47.67% |
$15.9M - $16M
|
348K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-324K- 14.33% |
$16.2M - $16.3M
|
1.94M
$97.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-342K- 85.99% |
$17.1M - $17.2M
|
55.7K
$2.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-350K- 65.9% |
$17.5M - $17.6M
|
181K
$9.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-377K- 35.39% |
$18.9M - $19M
|
689K
$34.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-389K- 19.84% |
$19.5M - $19.6M
|
1.57M
$79.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-406K- 25.76% |
$20.4M - $20.4M
|
1.17M
$59.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-412K- 18.64% |
$20.6M - $20.7M
|
1.8M
$90.8M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-422K- 47.29% |
$21.2M - $21.3M
|
471K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-455K- 42.52% |
$22.8M - $22.9M
|
614K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-529K- 76.85% |
$26.5M - $26.6M
|
159K
$8.05M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-581K- 67.37% |
$29.1M - $29.2M
|
281K
$14.2M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-728K- 75.89% |
$36.5M - $36.7M
|
231K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-864K- 17.22% |
$43.3M - $43.5M
|
4.15M
$210M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.06M- 80.35% |
$53.2M - $53.4M
|
259K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.15M- 15.38% |
$57.7M - $58M
|
6.34M
$320M
|