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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.5K+ 3.54% |
$674K - $676K
|
394K
$19.9M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13.1K+ 4.87% |
$655K - $658K
|
282K
$14.2M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13KNew |
$650K - $653K
|
13K
$656K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
12.6K+ 903.95% |
$629K - $632K
|
14K
$705K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.3KNew |
$616K - $618K
|
12.3K
$622K
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
12.2KNew |
$612K - $615K
|
12.2K
$618K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.2KNew |
$608K - $611K
|
12.2K
$614K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12K+ 158.37% |
$598K - $601K
|
19.5K
$985K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
11.8K+ 32.59% |
$593K - $595K
|
48.2K
$2.43M
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
11.8K+ 11.3% |
$589K - $591K
|
116K
$5.85M
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
11.7K+ 1.28% |
$585K - $587K
|
922K
$46.5M
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.6K+ 191.86% |
$579K - $582K
|
17.6K
$889K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 33.46% |
$569K - $572K
|
45.4K
$2.29M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.8K+ 11.41% |
$543K - $545K
|
106K
$5.35M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.8K+ 67.18% |
$543K - $545K
|
27K
$1.36M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7K+ 3.87% |
$537K - $539K
|
288K
$14.5M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 32.18% |
$528K - $530K
|
43.3K
$2.19M
|
|
Aug 12, 2022
Q2 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
10.4K+ 46.29% |
$521K - $523K
|
32.9K
$1.66M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$519K - $521K
|
10.4K
$523K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2K+ 182.97% |
$512K - $514K
|
15.8K
$799K
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
10.2K+ 3.97% |
$509K - $511K
|
266K
$13.4M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.1K+ 13.62% |
$507K - $509K
|
84.4K
$4.26M
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
10KNew |
$501K - $503K
|
10K
$505K
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
10K+ 43.26% |
$501K - $503K
|
33.1K
$1.67M
|
|
Jul 22, 2022
Q2 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
10K+ 2.79% |
$500K - $502K
|
369K
$18.6M
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.95K+ 52.49% |
$498K - $500K
|
28.9K
$1.46M
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
9.85KNew |
$493K - $495K
|
9.85K
$497K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.77K+ 40.24% |
$489K - $491K
|
34K
$1.72M
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
9.58KNew |
$480K - $482K
|
9.58K
$484K
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.49KNew |
$475K - $477K
|
9.49K
$479K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
9.42K+ 4.92% |
$472K - $474K
|
201K
$10.2M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.23K+ 99.07% |
$462K - $464K
|
18.6K
$937K
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.96K+ 115.4% |
$448K - $450K
|
16.7K
$844K
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
8.94K+ 214.58% |
$447K - $449K
|
13.1K
$662K
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.8K+ 175.42% |
$441K - $442K
|
13.8K
$698K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.66K+ 31.46% |
$433K - $435K
|
36.2K
$1.83M
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.48K+ 7.88% |
$425K - $426K
|
116K
$5.87M
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.32KNew |
$416K - $418K
|
8.32K
$420K
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
8.21KNew |
$411K - $413K
|
8.21K
$415K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.07KNew |
$404K - $405K
|
8.07K
$407K
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
7.82K+ 36.13% |
$392K - $393K
|
29.5K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.67KNew |
$384K - $385K
|
7.67K
$387K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.67K+ 20.52% |
$384K - $385K
|
45K
$2.28M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
7.45K+ 36.63% |
$373K - $375K
|
27.8K
$1.4M
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.31KNew |
$366K - $367K
|
7.31K
$369K
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.11KNew |
$356K - $357K
|
7.11K
$359K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.09K+ 6.21% |
$355K - $356K
|
121K
$6.13M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7KNew |
$350K - $352K
|
7K
$354K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7KNew |
$350K - $352K
|
7K
$354K
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.88KNew |
$344K - $346K
|
6.88K
$348K
|