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
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7.2K- 35.11% |
$360K - $363K
|
13.3K
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.32K- 12.72% |
$366K - $369K
|
50.2K
$2.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-7.61K- 1.85% |
$381K - $383K
|
404K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.67K- 10.88% |
$384K - $386K
|
62.8K
$3.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.67K- 25.25% |
$384K - $386K
|
22.7K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-7.89K- 5.37% |
$395K - $397K
|
139K
$7.02M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-7.94K- 41.61% |
$397K - $400K
|
11.1K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-8.15K- 36.63% |
$408K - $410K
|
14.1K
$712K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.34K- 7.91% |
$417K - $420K
|
97.1K
$4.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-8.39K- 12.52% |
$420K - $422K
|
58.6K
$2.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-8.72K- 14.32% |
$437K - $439K
|
52.2K
$2.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-8.73K- 2.73% |
$437K - $440K
|
311K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.78K- 7.65% |
$439K - $442K
|
106K
$5.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-9.04K- 43.37% |
$452K - $455K
|
11.8K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.81K- 2.08% |
$491K - $494K
|
463K
$23.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-9.86K- 19.17% |
$494K - $497K
|
41.6K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9.97K- 4.71% |
$499K - $502K
|
202K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.1K- 25.13% |
$503K - $506K
|
29.9K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-10.1K- 17.91% |
$507K - $510K
|
46.4K
$2.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-10.1K- 40.17% |
$507K - $510K
|
15.1K
$763K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.2K- 16.85% |
$509K - $512K
|
50.2K
$2.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-10.3K- 18.89% |
$513K - $516K
|
44K
$2.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-10.6K- 2.55% |
$529K - $532K
|
403K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.7K- 5.3% |
$535K - $539K
|
191K
$9.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-10.9K- 10.22% |
$546K - $550K
|
95.9K
$4.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-11K- 28.69% |
$551K - $554K
|
27.4K
$1.38M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11.1K- 11.28% |
$555K - $558K
|
87.2K
$4.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-11.4K- 4.39% |
$570K - $574K
|
248K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.4K- 37.82% |
$571K - $575K
|
18.8K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.5K- 25.75% |
$573K - $577K
|
33K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-11.7K- 8.32% |
$585K - $589K
|
129K
$6.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-11.7K- 14.08% |
$586K - $590K
|
71.5K
$3.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-11.9K- 92.16% |
$595K - $599K
|
1.01K
$51.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.1K- 4.29% |
$604K - $607K
|
269K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-12.1K- 4.04% |
$607K - $611K
|
289K
$14.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-12.4K- 1.84% |
$619K - $623K
|
661K
$33.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-12.4K- 8.84% |
$620K - $624K
|
128K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12.4K- 19.59% |
$620K - $624K
|
50.9K
$2.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-12.5K- 69.79% |
$624K - $628K
|
5.4K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-12.5K- 42.37% |
$626K - $630K
|
17K
$859K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-12.8K- 8.63% |
$638K - $642K
|
135K
$6.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.3K- 18.67% |
$668K - $672K
|
58.1K
$2.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-13.8K- 42.33% |
$689K - $693K
|
18.7K
$947K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.9K- 5.07% |
$694K - $699K
|
260K
$13.1M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.1K- 54.78% |
$707K - $711K
|
11.7K
$589K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-14.1K- 34.49% |
$707K - $711K
|
26.8K
$1.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14.2K- 11.55% |
$713K - $717K
|
109K
$5.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.4K- 20.98% |
$719K - $723K
|
54.1K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-14.6K- 32.57% |
$728K - $733K
|
30.1K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-14.7K- 6.76% |
$734K - $739K
|
202K
$10.2M
|