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
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
30.1K+ 412.69% |
$1.51M - $1.52M
|
37.4K
$1.89M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
30K+ 92.8% |
$1.5M - $1.51M
|
62.3K
$3.14M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29.4KNew |
$1.47M - $1.48M
|
29.4K
$1.48M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29.4KNew |
$1.47M - $1.48M
|
29.4K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28.5K+ 91.99% |
$1.43M - $1.44M
|
59.6K
$3.01M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
28.4K+ 19.13% |
$1.43M - $1.43M
|
177K
$8.95M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
28.2K+ 15.56% |
$1.41M - $1.42M
|
210K
$10.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
28.1K+ 7.69% |
$1.41M - $1.42M
|
394K
$19.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.1K+ 59.91% |
$1.41M - $1.41M
|
75K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
27.9KNew |
$1.4M - $1.4M
|
27.9K
$1.41M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27.8K+ 55.36% |
$1.39M - $1.4M
|
78K
$3.94M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
26.7K+ 68.84% |
$1.34M - $1.34M
|
65.4K
$3.3M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
26.3K+ 4.39% |
$1.32M - $1.32M
|
625K
$31.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
26.1K+ 21.8% |
$1.31M - $1.31M
|
146K
$7.36M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.8K+ 5.26% |
$1.29M - $1.3M
|
516K
$26.1M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
25.7K+ 50.05% |
$1.29M - $1.29M
|
77.1K
$3.89M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
24K+ 54.57% |
$1.2M - $1.21M
|
67.9K
$3.43M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
23.8K+ 86.31% |
$1.19M - $1.2M
|
51.3K
$2.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23.3K+ 11.76% |
$1.17M - $1.17M
|
221K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.3K+ 19.49% |
$1.17M - $1.17M
|
143K
$7.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23K+ 10.13% |
$1.15M - $1.16M
|
250K
$12.6M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
22.8KNew |
$1.14M - $1.15M
|
22.8K
$1.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
22.6K+ 38.46% |
$1.13M - $1.14M
|
81.2K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
22.5KNew |
$1.13M - $1.13M
|
22.5K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
22.3K+ 117.63% |
$1.12M - $1.12M
|
41.3K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
22.2K+ 15.1% |
$1.11M - $1.12M
|
170K
$8.56M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22.1K+ 113.84% |
$1.11M - $1.11M
|
41.5K
$2.1M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22K+ 18.56% |
$1.1M - $1.11M
|
140K
$7.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.6K+ 4.47% |
$1.08M - $1.09M
|
506K
$25.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
21.5K+ 2.98% |
$1.08M - $1.08M
|
743K
$37.5M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
20.5KNew |
$1.03M - $1.03M
|
20.5K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
20.4K+ 47.55% |
$1.02M - $1.03M
|
63.2K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
20.1K+ 9.29% |
$1.01M - $1.01M
|
237K
$12M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20.1K+ 3.18% |
$1.01M - $1.01M
|
651K
$32.9M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
19.7K+ 12.91% |
$986K - $991K
|
172K
$8.69M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
19.6K+ 64.4% |
$984K - $989K
|
50.1K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.6K+ 6.39% |
$981K - $986K
|
326K
$16.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
19.5KNew |
$977K - $982K
|
19.5K
$985K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
19.4KNew |
$974K - $979K
|
19.4K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
19K+ 18.4% |
$953K - $957K
|
122K
$6.18M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6KNew |
$934K - $939K
|
18.6K
$941K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.6K+ 47.6% |
$933K - $938K
|
57.7K
$2.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
18.5K+ 54.03% |
$929K - $934K
|
52.9K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
18K+ 21.56% |
$903K - $907K
|
102K
$5.13M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
17.9K+ 24.05% |
$899K - $903K
|
92.5K
$4.67M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
16.9KNew |
$847K - $851K
|
16.9K
$854K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
16.7K+ 21.56% |
$839K - $843K
|
94.4K
$4.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
16.7K+ 115.0% |
$839K - $843K
|
31.3K
$1.58M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16.5KNew |
$825K - $829K
|
16.5K
$831K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
16.2K+ 19.0% |
$813K - $817K
|
102K
$5.13M
|