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 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 8.79% |
$100K - $101K
|
20.7K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-2.01K- 2.57% |
$101K - $101K
|
76.2K
$3.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-2.02K- 4.46% |
$101K - $102K
|
43.3K
$2.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.04K- 1.13% |
$102K - $103K
|
178K
$9.01M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.05K- 3.06% |
$102K - $103K
|
64.8K
$3.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.05K- 22.05% |
$102K - $103K
|
7.23K
$365K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.06K- 28.39% |
$103K - $104K
|
5.2K
$263K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.11K- 0.98% |
$106K - $106K
|
213K
$10.8M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 2.09% |
$113K - $114K
|
106K
$5.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.28K- 0.63% |
$114K - $115K
|
358K
$18.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.33K- 5.22% |
$117K - $117K
|
42.3K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-2.35K- 16.35% |
$118K - $118K
|
12K
$608K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 16.31% |
$123K - $124K
|
12.6K
$637K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.46K- 14.39% |
$123K - $124K
|
14.6K
$739K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.49K- 4.96% |
$124K - $125K
|
47.6K
$2.41M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.49K- 4.96% |
$124K - $125K
|
47.6K
$2.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.52K- 51.27% |
$126K - $127K
|
2.4K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.53K- 1.51% |
$126K - $127K
|
165K
$8.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.53K- 12.1% |
$127K - $127K
|
18.4K
$928K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.62K- 10.99% |
$131K - $132K
|
21.2K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.66K- 4.72% |
$133K - $134K
|
53.8K
$2.72M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.77K- 2.2% |
$138K - $139K
|
123K
$6.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.78K- 33.11% |
$139K - $140K
|
5.61K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.79K- 5.06% |
$140K - $140K
|
52.3K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.9K- 7.93% |
$145K - $146K
|
33.7K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.91K- 14.9% |
$146K - $147K
|
16.6K
$840K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.98K- 76.61% |
$149K - $150K
|
910
$46K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-2.98K- 4.62% |
$149K - $150K
|
61.5K
$3.11M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.99K- 3.42% |
$149K - $150K
|
84.3K
$4.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.99K- 16.25% |
$150K - $151K
|
15.4K
$779K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3K- 24.79% |
$150K - $151K
|
9.1K
$460K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.02K- 4.77% |
$151K - $152K
|
60.3K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.08K- 7.09% |
$154K - $155K
|
40.4K
$2.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.15K- 44.07% |
$157K - $158K
|
3.99K
$202K
|
|
|
Jul 13, 2023
Q2 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-3.19K- 25.79% |
$159K - $160K
|
9.17K
$463K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.35K- 16.74% |
$168K - $169K
|
16.7K
$841K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.37K- 2.21% |
$168K - $170K
|
149K
$7.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.47K- 17.7% |
$173K - $175K
|
16.1K
$814K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.53K- 4.06% |
$177K - $178K
|
83.5K
$4.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.55K- 27.97% |
$178K - $179K
|
9.15K
$462K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.61K- 15.46% |
$181K - $182K
|
19.8K
$998K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.64K- 17.42% |
$182K - $183K
|
17.3K
$872K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.66K- 26.62% |
$183K - $184K
|
10.1K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.68K- 9.58% |
$184K - $185K
|
34.7K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.68K- 15.69% |
$184K - $185K
|
19.8K
$999K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 1.9% |
$187K - $188K
|
193K
$9.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.78K- 16.98% |
$189K - $190K
|
18.5K
$933K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.82K- 60.47% |
$191K - $192K
|
2.5K
$126K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-3.83K- 4.97% |
$192K - $193K
|
73.2K
$3.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.88K- 5.04% |
$194K - $195K
|
73.1K
$3.69M
|