Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.05K- 54.44% |
$303K - $304K
|
5.07K
$256K
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-6.15K- 31.85% |
$308K - $309K
|
13.2K
$665K
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-6.17KClosed |
$309K - $310K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-6.34K- 13.07% |
$318K - $319K
|
42.2K
$2.13M
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.43KClosed |
$322K - $323K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.54K- 28.85% |
$327K - $328K
|
16.1K
$814K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.64K- 18.21% |
$332K - $334K
|
29.8K
$1.51M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.64K- 29.25% |
$332K - $334K
|
16.1K
$811K
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-6.66K- 28.23% |
$333K - $335K
|
16.9K
$855K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.67K- 21.12% |
$334K - $335K
|
24.9K
$1.26M
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6.67K- 24.46% |
$334K - $335K
|
20.6K
$1.04M
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.77KClosed |
$339K - $340K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.81K- 27.94% |
$341K - $342K
|
17.6K
$887K
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.88K- 43.67% |
$344K - $346K
|
8.87K
$448K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.93K- 0.72% |
$347K - $348K
|
960K
$48.5M
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-6.98K- 3.71% |
$350K - $351K
|
181K
$9.16M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7KClosed |
$350K - $352K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.06K- 5.58% |
$353K - $355K
|
120K
$6.04M
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-7.24KClosed |
$363K - $364K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.38K- 1.04% |
$370K - $371K
|
700K
$35.4M
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-7.43K- 1.97% |
$372K - $373K
|
369K
$18.6M
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-7.52K- 2.29% |
$377K - $378K
|
321K
$16.2M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-7.55K- 5.78% |
$378K - $379K
|
123K
$6.22M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-7.56K- 18.89% |
$378K - $380K
|
32.4K
$1.64M
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-7.65KClosed |
$383K - $384K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.76K- 18.2% |
$388K - $390K
|
34.9K
$1.76M
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.87K- 12.46% |
$394K - $396K
|
55.3K
$2.79M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-7.89K- 52.03% |
$395K - $396K
|
7.27K
$367K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-8.11K- 4.14% |
$406K - $408K
|
188K
$9.48M
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-8.16K- 19.83% |
$408K - $410K
|
33K
$1.67M
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-8.4K- 2.65% |
$421K - $422K
|
308K
$15.6M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8.46K- 21.75% |
$423K - $425K
|
30.4K
$1.54M
|
|
Aug 04, 2022
Q2 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-8.55K- 8.88% |
$428K - $430K
|
87.8K
$4.43M
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-8.59K- 21.71% |
$430K - $431K
|
31K
$1.56M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.69K- 25.48% |
$435K - $437K
|
25.4K
$1.28M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.71KClosed |
$436K - $438K
|
0
$0
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.94K- 7.42% |
$448K - $450K
|
112K
$5.64M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-8.94K- 7.42% |
$448K - $450K
|
112K
$5.64M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9KClosed |
$451K - $452K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9.03KClosed |
$452K - $454K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-9.09K- 41.13% |
$455K - $457K
|
13K
$657K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.15K- 72.33% |
$458K - $460K
|
3.5K
$177K
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.16K- 8.75% |
$458K - $460K
|
95.5K
$4.83M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-9.37KClosed |
$469K - $471K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.48K- 60.27% |
$475K - $477K
|
6.25K
$316K
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-9.52K- 34.83% |
$476K - $478K
|
17.8K
$899K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-9.57K- 5.52% |
$479K - $481K
|
164K
$8.26M
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9.62K- 50.85% |
$482K - $484K
|
9.3K
$470K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.65K- 30.71% |
$483K - $485K
|
21.8K
$1.1M
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-9.83KClosed |
$492K - $494K
|
0
$0
|