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
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
913+ 3.67% |
$45.8K - $46K
|
25.8K
$1.3M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
892New |
$44.7K - $44.9K
|
892
$45.1K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
853+ 20.23% |
$42.8K - $43K
|
5.07K
$256K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
765New |
$38.3K - $38.5K
|
765
$38.6K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
763+ 0.38% |
$38.2K - $38.4K
|
202K
$10.2M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
763New |
$38.2K - $38.4K
|
763
$38.5K
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
747+ 4.28% |
$37.4K - $37.6K
|
18.2K
$919K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
728+ 1.3% |
$36.5K - $36.7K
|
56.7K
$2.86M
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
715+ 1.49% |
$35.8K - $36K
|
48.5K
$2.45M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
698+ 1.63% |
$35K - $35.2K
|
43.6K
$2.2M
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
672+ 4.3% |
$33.7K - $33.8K
|
16.3K
$824K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
642+ 3.03% |
$32.2K - $32.3K
|
21.8K
$1.1M
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
587+ 0.9% |
$29.4K - $29.6K
|
65.8K
$3.32M
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
576+ 0.54% |
$28.9K - $29K
|
106K
$5.38M
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
549+ 0.52% |
$27.5K - $27.6K
|
106K
$5.33M
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
547+ 79.85% |
$27.4K - $27.5K
|
1.23K
$62.2K
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
546+ 0.17% |
$27.4K - $27.5K
|
320K
$16.1M
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
536+ 0.79% |
$26.9K - $27K
|
68.5K
$3.46M
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
535+ 0.53% |
$26.8K - $26.9K
|
102K
$5.14M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
486+ 3.71% |
$24.4K - $24.5K
|
13.6K
$686K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
479New |
$24K - $24.1K
|
479
$24.2K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
472+ 0.46% |
$23.7K - $23.8K
|
103K
$5.18M
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
450+ 10.0% |
$22.6K - $22.7K
|
4.95K
$250K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
445+ 0.22% |
$22.3K - $22.4K
|
203K
$10.3M
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
428+ 0.34% |
$21.5K - $21.6K
|
126K
$6.36M
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
425+ 4.06% |
$21.3K - $21.4K
|
10.9K
$550K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
419New |
$21K - $21.1K
|
419
$21.2K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
389+ 7.03% |
$19.5K - $19.6K
|
5.92K
$299K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
371+ 265.0% |
$18.6K - $18.7K
|
511
$25.8K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
366+ 0.18% |
$18.3K - $18.4K
|
202K
$10.2M
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
354+ 7.71% |
$17.7K - $17.8K
|
4.95K
$250K
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
327+ 5.19% |
$16.4K - $16.5K
|
6.63K
$335K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
306+ 3.86% |
$15.3K - $15.4K
|
8.23K
$416K
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
301+ 3.82% |
$15.1K - $15.2K
|
8.18K
$413K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
299New |
$15K - $15.1K
|
299
$15.1K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
292+ 4.12% |
$14.6K - $14.7K
|
7.38K
$373K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
258New |
$12.9K - $13K
|
258
$13K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
232+ 23200.0% |
$11.6K - $11.7K
|
233
$11.8K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
215+ 36.44% |
$10.8K - $10.8K
|
805
$40.7K
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
193+ 0.85% |
$9.67K - $9.72K
|
22.8K
$1.15M
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
191+ 0.39% |
$9.57K - $9.62K
|
49.3K
$2.49M
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
188+ 0.38% |
$9.42K - $9.47K
|
49.1K
$2.48M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
162+ 0.75% |
$8.12K - $8.16K
|
21.6K
$1.09M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
160+ 1600.0% |
$8.02K - $8.06K
|
170
$8.59K
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
146+ 1.19% |
$7.32K - $7.35K
|
12.4K
$628K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
142New |
$7.12K - $7.15K
|
142
$7.17K
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
141+ 2.3% |
$7.07K - $7.1K
|
6.28K
$317K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$6.82K - $6.85K
|
136
$6.87K
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
104+ 1.96% |
$5.21K - $5.24K
|
5.42K
$274K
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
90+ 1.51% |
$4.51K - $4.53K
|
6.06K
$306K
|