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 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-810- 9.17% |
$40.5K - $40.8K
|
8.02K
$405K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-830- 1.95% |
$41.5K - $41.8K
|
41.8K
$2.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-831- 2.99% |
$41.6K - $41.8K
|
27K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Nepsis Inc.
|
SELL
|
- |
-865- 2.14% |
$43.3K - $43.6K
|
39.6K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-899- 12.26% |
$45K - $45.3K
|
6.44K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-923- 1.05% |
$46.2K - $46.5K
|
86.9K
$4.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-925- 0.1% |
$46.3K - $46.6K
|
935K
$47.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-963- 4.88% |
$48.2K - $48.5K
|
18.8K
$949K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-973- 1.35% |
$48.7K - $49K
|
71.3K
$3.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-990- 43.61% |
$49.5K - $49.9K
|
1.28K
$64.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-994- 2.94% |
$49.7K - $50.1K
|
32.8K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1K- 7.39% |
$50.2K - $50.5K
|
12.6K
$635K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.01K- 9.95% |
$50.5K - $50.9K
|
9.14K
$462K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 19.74% |
$51.7K - $52K
|
4.2K
$212K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 19.74% |
$51.7K - $52K
|
4.2K
$212K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.1K- 76.46% |
$54.9K - $55.3K
|
338
$17.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.17K- 3.87% |
$58.5K - $58.9K
|
29K
$1.47M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.17K- 3.87% |
$58.5K - $58.9K
|
29K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 29.27% |
$58.8K - $59.2K
|
2.84K
$143K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.18K- 16.72% |
$59K - $59.4K
|
5.87K
$297K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.19K- 3.34% |
$59.4K - $59.8K
|
34.4K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.2K- 8.09% |
$59.8K - $60.2K
|
13.6K
$686K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.23K- 67.14% |
$61.6K - $62K
|
603
$30.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.29K- 7.89% |
$64.4K - $64.8K
|
15K
$759K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.29K- 1.84% |
$64.8K - $65.2K
|
69.1K
$3.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.32K- 26.68% |
$66.1K - $66.5K
|
3.63K
$183K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 19.99% |
$67.8K - $68.2K
|
5.42K
$274K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.36K- 0.87% |
$67.8K - $68.2K
|
154K
$7.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.41K- 1.23% |
$70.6K - $71.1K
|
114K
$5.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.43K- 3.45% |
$71.6K - $72.1K
|
40.1K
$2.02M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 3.52% |
$73.9K - $74.3K
|
40.5K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.48K- 83.92% |
$73.9K - $74.4K
|
283
$14.3K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.51K- 2.99% |
$75.7K - $76.1K
|
49.1K
$2.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.53K- 1.5% |
$76.6K - $77.1K
|
100K
$5.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.53K- 5.25% |
$76.8K - $77.3K
|
27.7K
$1.4M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.54K- 5.52% |
$77.2K - $77.7K
|
26.4K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.54K- 5.52% |
$77.2K - $77.7K
|
26.4K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.64K- 20.79% |
$82.1K - $82.6K
|
6.25K
$316K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 0.65% |
$84.4K - $85K
|
257K
$13M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.71K- 8.21% |
$85.3K - $85.9K
|
19.1K
$963K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.74K- 21.64% |
$87.2K - $87.7K
|
6.31K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78K- 16.25% |
$88.9K - $89.5K
|
9.16K
$463K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-1.86K- 24.75% |
$93K - $93.6K
|
5.65K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.9K- 6.53% |
$94.8K - $95.4K
|
27.1K
$1.37M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.91K- 7.36% |
$95.7K - $96.3K
|
24.1K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.94K- 6.95% |
$97.1K - $97.7K
|
26K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.94K- 3.28% |
$97.2K - $97.8K
|
57.2K
$2.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-1.95K- 1.02% |
$97.7K - $98.3K
|
189K
$9.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 0.58% |
$98.3K - $99K
|
337K
$17M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-2K- 32.45% |
$99.9K - $101K
|
4.16K
$210K
|