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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.1K+ 23.32% |
$805K - $809K
|
85K
$4.29M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
15.9KNew |
$799K - $803K
|
15.9K
$805K
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
15.7KNew |
$786K - $790K
|
15.7K
$792K
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 165.28% |
$782K - $786K
|
25.1K
$1.27M
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
15.4K+ 45.06% |
$771K - $774K
|
49.5K
$2.5M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.4K+ 20.1% |
$770K - $774K
|
91.8K
$4.64M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15K+ 214.67% |
$751K - $755K
|
22K
$1.11M
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15KNew |
$751K - $755K
|
15K
$757K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15K+ 5.12% |
$749K - $753K
|
307K
$15.5M
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
14.9K+ 34.38% |
$747K - $751K
|
58.3K
$2.94M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.9K+ 86.57% |
$746K - $749K
|
32.1K
$1.62M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
14.9K+ 24.51% |
$745K - $749K
|
75.5K
$3.81M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.8K+ 1.24% |
$744K - $747K
|
1.22M
$61.4M
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.6K+ 7.95% |
$731K - $734K
|
198K
$10M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
14.3K+ 33.51% |
$717K - $721K
|
57K
$2.88M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.1K+ 3.82% |
$706K - $709K
|
383K
$19.3M
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
14K+ 31.91% |
$703K - $706K
|
58K
$2.93M
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.8K+ 117.14% |
$690K - $693K
|
25.5K
$1.29M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13.7KNew |
$689K - $692K
|
13.7K
$694K
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
13.7K+ 24.72% |
$685K - $688K
|
68.9K
$3.48M
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 9.76% |
$682K - $686K
|
153K
$7.73M
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
13.5K+ 0.38% |
$677K - $680K
|
3.57M
$181M
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
13.3K+ 3.64% |
$665K - $669K
|
378K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.2K+ 2.93% |
$662K - $665K
|
465K
$23.5M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
13.1KNew |
$658K - $661K
|
13.1K
$663K
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
13.1K+ 8.15% |
$657K - $660K
|
174K
$8.78M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.9KNew |
$644K - $648K
|
12.9K
$650K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.8K+ 16.3% |
$643K - $646K
|
91.5K
$4.62M
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
12.7K+ 6.24% |
$638K - $641K
|
217K
$10.9M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.7K+ 1.97% |
$637K - $640K
|
658K
$33.2M
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
12.4K+ 1.95% |
$622K - $625K
|
648K
$32.7M
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
12.3K+ 38.46% |
$618K - $621K
|
44.4K
$2.24M
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
11.9K+ 4.72% |
$599K - $602K
|
265K
$13.4M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.9KNew |
$598K - $601K
|
11.9K
$603K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.9KNew |
$597K - $600K
|
11.9K
$602K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.7K+ 24.89% |
$588K - $590K
|
58.8K
$2.97M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.7K+ 23372.0% |
$586K - $589K
|
11.7K
$593K
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.4KNew |
$572K - $574K
|
11.4K
$576K
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
11.4K+ 28.32% |
$569K - $572K
|
51.5K
$2.6M
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
11.3K+ 2419.78% |
$564K - $567K
|
11.7K
$592K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
11.2K+ 4.95% |
$560K - $563K
|
237K
$12M
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
11.1K+ 32.34% |
$556K - $558K
|
45.4K
$2.29M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.1K+ 0.39% |
$554K - $556K
|
2.82M
$142M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
11KNew |
$551K - $553K
|
11K
$555K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11K+ 31.99% |
$549K - $552K
|
45.2K
$2.28M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.9K+ 4.41% |
$547K - $550K
|
258K
$13.1M
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.7K+ 7.55% |
$538K - $541K
|
153K
$7.73M
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
10.7K+ 14.75% |
$536K - $538K
|
83.2K
$4.2M
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
10.3K+ 17.84% |
$515K - $518K
|
67.9K
$3.43M
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10.2K+ 19.64% |
$513K - $515K
|
62.3K
$3.15M
|