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 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
10.2KNew |
$510K - $513K
|
10.2K
$514K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 8.99% |
$504K - $507K
|
122K
$6.16M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
9.91KNew |
$497K - $499K
|
9.91K
$501K
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
9.81KNew |
$492K - $494K
|
9.81K
$496K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
9.77K+ 27.97% |
$489K - $492K
|
44.7K
$2.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.42K+ 14.9% |
$472K - $474K
|
72.7K
$3.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.08KNew |
$455K - $457K
|
9.08K
$459K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.97K+ 44.48% |
$449K - $451K
|
29.1K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.89K+ 138.48% |
$445K - $447K
|
15.3K
$773K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.85K+ 14.76% |
$443K - $445K
|
68.8K
$3.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.71K+ 1.75% |
$437K - $439K
|
506K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
8.43K+ 3.4% |
$423K - $425K
|
256K
$12.9M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.2K+ 13.94% |
$411K - $413K
|
67K
$3.38M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
8.09K+ 3.05% |
$405K - $407K
|
274K
$13.8M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
8K+ 29.62% |
$401K - $403K
|
35K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.96K+ 16.42% |
$399K - $401K
|
56.4K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.92K+ 7.4% |
$397K - $399K
|
115K
$5.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.77K+ 168.77% |
$389K - $391K
|
12.4K
$625K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.74K+ 7.24% |
$388K - $390K
|
115K
$5.79M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
7.71K+ 0.92% |
$386K - $388K
|
850K
$42.9M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.64KNew |
$383K - $385K
|
7.64K
$386K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.64K+ 5.84% |
$383K - $385K
|
138K
$6.99M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
7.57K+ 10.06% |
$379K - $381K
|
82.8K
$4.18M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.57K+ 45.13% |
$379K - $381K
|
24.3K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.56K+ 9.41% |
$379K - $381K
|
87.8K
$4.44M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.39K+ 6.67% |
$370K - $372K
|
118K
$5.97M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7.39K+ 6.81% |
$370K - $372K
|
116K
$5.85M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.38KNew |
$370K - $372K
|
7.38K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.37K+ 177.77% |
$369K - $371K
|
11.5K
$581K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.31K+ 0.93% |
$366K - $368K
|
797K
$40.2M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.3K+ 24.19% |
$366K - $368K
|
37.5K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.22K+ 140.78% |
$362K - $363K
|
12.3K
$623K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.08K+ 13.97% |
$355K - $356K
|
57.8K
$2.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.08K+ 37.41% |
$355K - $356K
|
26K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
7.04KNew |
$353K - $354K
|
7.04K
$355K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
6.88K+ 29.73% |
$345K - $347K
|
30K
$1.52M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
6.73K+ 1.8% |
$337K - $339K
|
380K
$19.2M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.68KNew |
$335K - $337K
|
6.68K
$338K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
6.59K+ 544.63% |
$330K - $332K
|
7.8K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.54K+ 50.29% |
$328K - $329K
|
19.5K
$987K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.49K+ 38.48% |
$325K - $327K
|
23.4K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
6.45K+ 4.56% |
$323K - $325K
|
148K
$7.46M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.42K+ 32.62% |
$322K - $323K
|
26.1K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.31KNew |
$316K - $318K
|
6.31K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.3KNew |
$316K - $317K
|
6.3K
$318K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
6.06K+ 7.1% |
$304K - $305K
|
91.4K
$4.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
5.66K+ 2.76% |
$284K - $285K
|
210K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.63K+ 3.47% |
$282K - $283K
|
168K
$8.47M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$273K - $275K
|
5.46K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
5.42KNew |
$272K - $273K
|
5.42K
$274K
|