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 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2.6K+ 2.42% |
$130K - $131K
|
110K
$5.55M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.5K+ 24.51% |
$125K - $126K
|
12.7K
$641K
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
2.46K+ 3.07% |
$123K - $124K
|
82.5K
$4.17M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.4K+ 18.9% |
$120K - $121K
|
15.1K
$764K
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.32K+ 0.81% |
$116K - $117K
|
289K
$14.6M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 1.54% |
$116K - $116K
|
152K
$7.69M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.29K+ 5.12% |
$115K - $115K
|
47K
$2.37M
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.26K+ 48.12% |
$113K - $114K
|
6.97K
$352K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.18K+ 0.36% |
$109K - $110K
|
603K
$30.5M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.17K+ 4.01% |
$109K - $109K
|
56.3K
$2.84M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.12K+ 7.55% |
$106K - $107K
|
30.2K
$1.53M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.12K+ 7.55% |
$106K - $107K
|
30.2K
$1.53M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.11K+ 7.85% |
$106K - $106K
|
29K
$1.46M
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.03K+ 38.14% |
$101K - $102K
|
7.34K
$370K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.02K+ 27.37% |
$101K - $101K
|
9.38K
$474K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.01K+ 2.48% |
$100K - $101K
|
82.7K
$4.18M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2K+ 27.1% |
$100K - $101K
|
9.38K
$474K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.96KNew |
$98.1K - $98.6K
|
1.96K
$98.9K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.95K+ 3.76% |
$97.7K - $98.2K
|
53.9K
$2.72M
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.94K+ 10.24% |
$97.3K - $97.8K
|
20.9K
$1.06M
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 0.99% |
$96.3K - $96.7K
|
196K
$9.91M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.89K+ 31.66% |
$94.5K - $94.9K
|
7.84K
$396K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.84KNew |
$92K - $92.4K
|
1.84K
$92.7K
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.73K+ 1.36% |
$86.5K - $86.9K
|
129K
$6.5M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.72K+ 19.15% |
$86.2K - $86.6K
|
10.7K
$541K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7K+ 0.15% |
$85K - $85.4K
|
1.14M
$57.5M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.65K+ 63.98% |
$82.9K - $83.3K
|
4.24K
$214K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.63KNew |
$81.4K - $81.8K
|
1.63K
$82.1K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.57K+ 3.64% |
$78.5K - $78.9K
|
44.6K
$2.25M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.56K+ 32.0% |
$78K - $78.4K
|
6.42K
$324K
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.53K+ 35.12% |
$76.5K - $76.8K
|
5.87K
$297K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.53KNew |
$76.4K - $76.8K
|
1.53K
$77K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 7.49% |
$72.5K - $72.9K
|
20.8K
$1.05M
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.41K+ 7.69% |
$70.7K - $71K
|
19.7K
$997K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.35K+ 6.29% |
$67.4K - $67.7K
|
22.7K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
1.28KNew |
$64.4K - $64.7K
|
1.28K
$64.9K
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.28K+ 2.07% |
$63.9K - $64.2K
|
62.9K
$3.18M
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.26K+ 0.84% |
$63.2K - $63.5K
|
151K
$7.63M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.26K+ 2.91% |
$63.1K - $63.4K
|
44.5K
$2.25M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.2K+ 7.0% |
$60.2K - $60.5K
|
18.4K
$928K
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.2K+ 4.24% |
$60.1K - $60.4K
|
29.5K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
1.19K+ 27.59% |
$59.7K - $60K
|
5.51K
$278K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.17K+ 0.62% |
$58.7K - $59K
|
189K
$9.56M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.11K+ 1.96% |
$55.5K - $55.7K
|
57.6K
$2.91M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 14.24% |
$55.2K - $55.5K
|
8.84K
$447K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.1K+ 6.3% |
$55K - $55.3K
|
18.5K
$936K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.08K+ 12.05% |
$54.3K - $54.5K
|
10.1K
$509K
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.08K+ 17.86% |
$54.2K - $54.4K
|
7.13K
$360K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.04K+ 13.02% |
$51.9K - $52.1K
|
8.99K
$454K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
941+ 48.43% |
$47.2K - $47.4K
|
2.88K
$146K
|