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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-3.92K- 3.32% |
$196K - $198K
|
114K
$5.77M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.93K- 4.18% |
$196K - $198K
|
89.9K
$4.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.93K- 4.18% |
$196K - $198K
|
89.9K
$4.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.98K- 42.26% |
$199K - $200K
|
5.43K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.04K- 5.39% |
$202K - $203K
|
70.8K
$3.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.06K- 21.78% |
$203K - $204K
|
14.6K
$736K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.08K- 30.49% |
$204K - $205K
|
9.3K
$470K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.18K- 17.26% |
$209K - $210K
|
20K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.2K- 11.9% |
$210K - $211K
|
31.1K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.3K- 12.77% |
$215K - $216K
|
29.4K
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.47K- 3.23% |
$223K - $225K
|
134K
$6.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.5K- 24.46% |
$225K - $226K
|
13.9K
$701K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.53K- 18.54% |
$227K - $228K
|
19.9K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.6K- 8.63% |
$230K - $232K
|
48.7K
$2.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.62K- 3.62% |
$231K - $233K
|
123K
$6.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 6.77% |
$233K - $235K
|
64.1K
$3.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.96K- 33.64% |
$248K - $250K
|
9.78K
$494K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-4.98K- 9.66% |
$249K - $251K
|
46.6K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.02K- 25.99% |
$251K - $253K
|
14.3K
$722K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.07K- 2.8% |
$254K - $255K
|
176K
$8.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.08K- 19.92% |
$254K - $256K
|
20.4K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-5.13K- 2.37% |
$257K - $258K
|
212K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5.18K- 4.43% |
$259K - $261K
|
112K
$5.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.22K- 8.68% |
$261K - $263K
|
54.9K
$2.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.25K- 25.2% |
$263K - $264K
|
15.6K
$787K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.36K- 9.53% |
$268K - $270K
|
50.9K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.38K- 83.9% |
$269K - $271K
|
1.03K
$52.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-5.41K- 22.35% |
$271K - $273K
|
18.8K
$950K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-5.46K- 3.14% |
$273K - $275K
|
168K
$8.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.48K- 7.58% |
$274K - $276K
|
66.8K
$3.37M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.49K- 3.82% |
$275K - $276K
|
138K
$6.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5.54K- 9.63% |
$277K - $279K
|
51.9K
$2.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-5.54K- 15.97% |
$277K - $279K
|
29.1K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.56K- 0.46% |
$278K - $280K
|
1.21M
$61.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.64K- 49.4% |
$282K - $284K
|
5.78K
$292K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.77K- 8.73% |
$289K - $291K
|
60.3K
$3.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.88K- 58.07% |
$294K - $296K
|
4.25K
$214K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.1K- 10.56% |
$305K - $307K
|
51.7K
$2.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.15K- 11.65% |
$308K - $310K
|
46.7K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.37K- 7.89% |
$319K - $321K
|
74.4K
$3.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-6.39K- 9.05% |
$320K - $322K
|
64.2K
$3.24M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-6.46K- 3.15% |
$323K - $325K
|
198K
$10M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-6.48K- 4.29% |
$324K - $326K
|
145K
$7.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-6.5K- 23.86% |
$325K - $327K
|
20.7K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.55K- 56.93% |
$328K - $330K
|
4.96K
$250K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.57K- 7.25% |
$329K - $331K
|
84.1K
$4.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-6.8K- 2.87% |
$340K - $342K
|
230K
$11.6M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-6.97K- 2.5% |
$349K - $351K
|
272K
$13.8M
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-7.17K- 4.42% |
$359K - $361K
|
155K
$7.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.19K- 12.21% |
$360K - $362K
|
51.7K
$2.61M
|