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 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70.7K+ 225.72% |
$3.54M - $3.56M
|
102K
$5.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
68.7KNew |
$3.45M - $3.46M
|
68.7K
$3.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67.9K+ 11424.24% |
$3.4M - $3.42M
|
68.5K
$3.46M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
66.1K+ 70.74% |
$3.31M - $3.33M
|
160K
$8.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
65.1K+ 194.24% |
$3.26M - $3.28M
|
98.6K
$4.98M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
65K+ 33.42% |
$3.26M - $3.27M
|
259K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
63.3KNew |
$3.17M - $3.19M
|
63.3K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
60.3K+ 125.89% |
$3.02M - $3.04M
|
108K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
60.3KNew |
$3.02M - $3.04M
|
60.3K
$3.04M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
57.4K+ 114796.0% |
$2.88M - $2.89M
|
57.4K
$2.9M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
55.7K+ 17.54% |
$2.79M - $2.8M
|
373K
$18.8M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
54.9K+ 13.15% |
$2.75M - $2.77M
|
472K
$23.9M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54.6K+ 41.62% |
$2.74M - $2.75M
|
186K
$9.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
54.6K+ 7.0% |
$2.74M - $2.75M
|
834K
$42.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
54.1KNew |
$2.71M - $2.72M
|
54.1K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.4K+ 4.63% |
$2.63M - $2.64M
|
1.18M
$59.8M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.1K+ 22.54% |
$2.61M - $2.62M
|
283K
$14.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
51.7K+ 46.64% |
$2.59M - $2.6M
|
162K
$8.21M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
50.4K+ 290.34% |
$2.53M - $2.54M
|
67.8K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
49.3KNew |
$2.47M - $2.48M
|
49.3K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.1K+ 13.59% |
$2.46M - $2.47M
|
410K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
47.9KNew |
$2.4M - $2.41M
|
47.9K
$2.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
45.7KNew |
$2.29M - $2.3M
|
45.7K
$2.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
45.6K+ 14.49% |
$2.29M - $2.3M
|
360K
$18.2M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45.6K+ 8.41% |
$2.29M - $2.3M
|
588K
$29.7M
|
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
44.2K+ 37.42% |
$2.21M - $2.22M
|
162K
$8.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
43.5K+ 142.62% |
$2.18M - $2.19M
|
74.1K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.1K+ 59.81% |
$2.06M - $2.07M
|
110K
$5.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
41.1K+ 16.32% |
$2.06M - $2.07M
|
293K
$14.8M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
40.9K+ 51.91% |
$2.05M - $2.06M
|
120K
$6.04M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40.6K+ 154.27% |
$2.03M - $2.04M
|
66.9K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
39.3KNew |
$1.97M - $1.98M
|
39.3K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
38.4KNew |
$1.92M - $1.93M
|
38.4K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37.4K+ 9.8% |
$1.88M - $1.88M
|
419K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
37.2KNew |
$1.86M - $1.87M
|
37.2K
$1.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
36.9K+ 30.48% |
$1.85M - $1.86M
|
158K
$7.97M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
36.5K+ 28.37% |
$1.83M - $1.84M
|
165K
$8.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
36.2K+ 31.37% |
$1.82M - $1.82M
|
152K
$7.67M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
36.1K+ 40.56% |
$1.81M - $1.82M
|
125K
$6.31M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
35.6K+ 22.19% |
$1.78M - $1.79M
|
196K
$9.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
35.2K+ 5.05% |
$1.76M - $1.77M
|
732K
$37M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
35K+ 2.97% |
$1.75M - $1.76M
|
1.22M
$61.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
34.6K+ 56.4% |
$1.74M - $1.74M
|
96K
$4.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
34.1K+ 19.63% |
$1.71M - $1.72M
|
208K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.5K+ 14.4% |
$1.68M - $1.69M
|
266K
$13.4M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
32.6K+ 13.5% |
$1.63M - $1.64M
|
274K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.8KNew |
$1.59M - $1.6M
|
31.8K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
31.7K+ 3.86% |
$1.59M - $1.6M
|
854K
$43.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
31.5K+ 69.32% |
$1.58M - $1.59M
|
77K
$3.89M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
31.4K+ 51.87% |
$1.57M - $1.58M
|
91.9K
$4.64M
|