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 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 1.32% |
$10K - $10.1K
|
15K
$756K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-205- 1.99% |
$10.3K - $10.3K
|
10.1K
$511K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-207- 0.59% |
$10.4K - $10.4K
|
34.8K
$1.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-215- 26.71% |
$10.8K - $10.8K
|
590
$29.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 4.33% |
$10.9K - $11K
|
4.81K
$243K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-219- 1.31% |
$11K - $11K
|
16.5K
$832K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-220- 2.67% |
$11K - $11.1K
|
8.01K
$405K
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-231- 3.85% |
$11.6K - $11.6K
|
5.76K
$291K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-250- 8.67% |
$12.5K - $12.6K
|
2.63K
$133K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-258Closed |
$12.9K - $13K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-261- 1.31% |
$13.1K - $13.1K
|
19.7K
$997K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-270- 2.88% |
$13.5K - $13.6K
|
9.11K
$460K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-271- 4.0% |
$13.6K - $13.6K
|
6.5K
$328K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-272- 1.13% |
$13.6K - $13.7K
|
23.9K
$1.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-287- 1.23% |
$14.4K - $14.5K
|
23.1K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-301- 3.68% |
$15.1K - $15.2K
|
7.88K
$398K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-308- 4.82% |
$15.4K - $15.5K
|
6.08K
$307K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-337- 0.72% |
$16.9K - $17K
|
46.7K
$2.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-344- 4.94% |
$17.2K - $17.3K
|
6.62K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-395- 25.06% |
$19.8K - $19.9K
|
1.18K
$59.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-399- 1.38% |
$20K - $20.1K
|
28.5K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-400- 5.51% |
$20K - $20.1K
|
6.86K
$346K
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-400- 6.93% |
$20K - $20.1K
|
5.37K
$271K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-437- 6.79% |
$21.9K - $22K
|
6K
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-439- 8.09% |
$22K - $22.1K
|
4.99K
$252K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-443- 1.51% |
$22.2K - $22.3K
|
28.8K
$1.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-463- 7.89% |
$23.2K - $23.3K
|
5.41K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-463- 4.6% |
$23.2K - $23.3K
|
9.61K
$485K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-468- 91.59% |
$23.4K - $23.6K
|
43
$2.17K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-471- 21.7% |
$23.6K - $23.7K
|
1.7K
$85.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-474- 0.43% |
$23.7K - $23.9K
|
109K
$5.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-517- 20.57% |
$25.9K - $26K
|
2K
$101K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-534- 3.14% |
$26.7K - $26.9K
|
16.5K
$832K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-539- 0.16% |
$27K - $27.1K
|
341K
$17.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-545- 1.8% |
$27.3K - $27.4K
|
29.7K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-602- 6.08% |
$30.1K - $30.3K
|
9.29K
$469K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-609- 8.25% |
$30.5K - $30.7K
|
6.78K
$342K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-616- 3.18% |
$30.8K - $31K
|
18.7K
$946K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-633- 4.04% |
$31.7K - $31.9K
|
15K
$760K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-637- 0.88% |
$31.9K - $32.1K
|
72.1K
$3.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-645- 0.23% |
$32.3K - $32.5K
|
276K
$14M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-654- 2.13% |
$32.7K - $32.9K
|
30.1K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-657- 9.33% |
$32.9K - $33.1K
|
6.38K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-704- 1.11% |
$35.2K - $35.5K
|
62.5K
$3.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-725- 8.47% |
$36.3K - $36.5K
|
7.84K
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-732- 3.55% |
$36.6K - $36.9K
|
19.9K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-734- 47.02% |
$36.7K - $37K
|
827
$41.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-742- 1.18% |
$37.1K - $37.4K
|
62.1K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-750- 11.9% |
$37.5K - $37.8K
|
5.55K
$280K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-795- 10.47% |
$39.8K - $40K
|
6.8K
$343K
|