Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.8MNew |
$938M - $944M
|
18.8M
$947M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5.1M+ 2432.81% |
$255M - $257M
|
5.31M
$268M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.5M+ 50.55% |
$175M - $177M
|
10.4M
$527M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.62M+ 45.71% |
$81.1M - $81.6M
|
5.16M
$261M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
998K+ 18.58% |
$49.9M - $50.3M
|
6.37M
$322M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
533K+ 86.14% |
$26.7M - $26.8M
|
1.15M
$58.1M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
512K+ 24.98% |
$25.6M - $25.8M
|
2.56M
$129M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
512K+ 74.31% |
$25.6M - $25.8M
|
1.2M
$60.6M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
498K+ 69.89% |
$24.9M - $25.1M
|
1.21M
$61.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
445KNew |
$22.3M - $22.4M
|
445K
$22.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
402K+ 8537.72% |
$20.1M - $20.3M
|
407K
$20.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
402KNew |
$20.1M - $20.2M
|
402K
$20.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
397KNew |
$19.9M - $20M
|
397K
$20M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
391KNew |
$19.6M - $19.7M
|
391K
$19.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
389K+ 1355.87% |
$19.4M - $19.6M
|
417K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
382KNew |
$19.1M - $19.2M
|
382K
$19.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
364K+ 5.5% |
$18.2M - $18.3M
|
6.99M
$353M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
283KNew |
$14.1M - $14.2M
|
283K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
281KNew |
$14M - $14.1M
|
281K
$14.2M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
256KNew |
$12.8M - $12.9M
|
256K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
256KNew |
$12.8M - $12.9M
|
256K
$12.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
245K+ 1667.15% |
$12.2M - $12.3M
|
259K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236K+ 6.16% |
$11.8M - $11.9M
|
4.06M
$205M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
231K+ 192.74% |
$11.5M - $11.6M
|
350K
$17.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
203K+ 58.63% |
$10.1M - $10.2M
|
548K
$27.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
200KNew |
$10M - $10.1M
|
200K
$10.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
197K+ 1498.05% |
$9.84M - $9.9M
|
210K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
188K+ 70.86% |
$9.4M - $9.46M
|
453K
$22.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
185K+ 47.2% |
$9.28M - $9.34M
|
578K
$29.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
178K+ 478.25% |
$8.9M - $8.95M
|
215K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
172K+ 27.12% |
$8.63M - $8.68M
|
808K
$40.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
168K+ 128.27% |
$8.38M - $8.44M
|
298K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
166K+ 162.85% |
$8.32M - $8.37M
|
268K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
166K+ 422.74% |
$8.31M - $8.36M
|
205K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
148K+ 13.87% |
$7.43M - $7.48M
|
1.22M
$61.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
148K+ 77.37% |
$7.43M - $7.48M
|
340K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
146K+ 1.61% |
$7.31M - $7.35M
|
9.24M
$467M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
145K+ 84.77% |
$7.24M - $7.28M
|
315K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
142K+ 16.3% |
$7.11M - $7.16M
|
1.01M
$51.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
130K+ 70.05% |
$6.52M - $6.56M
|
316K
$16M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
123K+ 427.09% |
$6.15M - $6.19M
|
152K
$7.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
119KNew |
$5.97M - $6.01M
|
119K
$6.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
118K+ 24.99% |
$5.89M - $5.93M
|
589K
$29.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
113K+ 7.09% |
$5.67M - $5.7M
|
1.71M
$86.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
112K+ 104.91% |
$5.59M - $5.62M
|
218K
$11M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
110K+ 71.86% |
$5.51M - $5.54M
|
263K
$13.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
110K+ 46.61% |
$5.5M - $5.54M
|
346K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
105K+ 17.02% |
$5.23M - $5.27M
|
719K
$36.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
103K+ 19.35% |
$5.16M - $5.19M
|
635K
$32.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
103K+ 62.34% |
$5.15M - $5.18M
|
268K
$13.5M
|