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
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.7K- 21.42% |
$734K - $739K
|
53.8K
$2.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-14.7K- 1.73% |
$734K - $739K
|
835K
$42.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-14.7K- 13.04% |
$737K - $742K
|
98.3K
$4.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-14.9K- 22.01% |
$748K - $753K
|
53K
$2.68M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-15.1K- 36.94% |
$753K - $758K
|
25.7K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-15.1K- 40.35% |
$756K - $761K
|
22.3K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-15.2K- 8.59% |
$760K - $765K
|
161K
$8.16M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-15.2K- 22.44% |
$761K - $766K
|
52.6K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-15.3K- 40.79% |
$765K - $770K
|
22.2K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.3K- 29.19% |
$768K - $773K
|
37.2K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.5K- 54.07% |
$776K - $781K
|
13.2K
$665K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-15.8K- 72.01% |
$791K - $796K
|
6.14K
$310K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-15.8K- 72.01% |
$791K - $796K
|
6.14K
$310K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-16.1K- 4.3% |
$806K - $811K
|
358K
$18.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16.2K- 54.8% |
$810K - $816K
|
13.4K
$675K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-16.5K- 6.21% |
$824K - $830K
|
249K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17.4K- 22.84% |
$872K - $877K
|
58.9K
$2.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-17.5K- 7.0% |
$875K - $881K
|
232K
$11.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-17.5K- 50.78% |
$878K - $883K
|
17K
$858K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-18.3K- 16.92% |
$915K - $921K
|
89.8K
$4.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-18.6K- 72.14% |
$929K - $935K
|
7.17K
$362K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-18.8K- 6.41% |
$939K - $945K
|
274K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-19.8K- 7.72% |
$990K - $997K
|
236K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.1K- 52.34% |
$1.01M - $1.01M
|
18.3K
$926K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-20.2K- 53.11% |
$1.01M - $1.02M
|
17.8K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-20.4K- 22.57% |
$1.02M - $1.03M
|
70K
$3.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20.7K- 88.47% |
$1.04M - $1.04M
|
2.7K
$136K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-21.1K- 45.9% |
$1.05M - $1.06M
|
24.8K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-21.6K- 12.55% |
$1.08M - $1.09M
|
150K
$7.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21.8K- 37.52% |
$1.09M - $1.1M
|
36.2K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-23.5K- 29.14% |
$1.17M - $1.18M
|
57.1K
$2.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.5K- 43.43% |
$1.18M - $1.18M
|
30.6K
$1.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-23.9K- 1.97% |
$1.2M - $1.21M
|
1.19M
$60.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-24.1K- 3.28% |
$1.21M - $1.21M
|
711K
$35.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-24.2K- 26.47% |
$1.21M - $1.22M
|
67.1K
$3.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25.1K- 52.37% |
$1.25M - $1.26M
|
22.8K
$1.15M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.6K- 56.74% |
$1.28M - $1.29M
|
19.5K
$987K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.9K- 1.65% |
$1.29M - $1.3M
|
1.55M
$78.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-26.1K- 37.87% |
$1.31M - $1.31M
|
42.8K
$2.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-26.5K- 16.63% |
$1.33M - $1.33M
|
133K
$6.71M
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-26.5K- 53.59% |
$1.33M - $1.34M
|
23K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-26.7K- 19.39% |
$1.34M - $1.34M
|
111K
$5.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-27.4K- 22.87% |
$1.37M - $1.38M
|
92.3K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-27.6K- 24.5% |
$1.38M - $1.39M
|
85K
$4.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-27.6K- 4.73% |
$1.38M - $1.39M
|
556K
$28.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-28.4K- 3.04% |
$1.42M - $1.43M
|
907K
$45.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-28.8K- 26.18% |
$1.44M - $1.45M
|
81.1K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-29K- 37.98% |
$1.45M - $1.46M
|
47.3K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-29.8K- 23.31% |
$1.49M - $1.5M
|
98.1K
$4.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-29.8K- 65.25% |
$1.49M - $1.5M
|
15.9K
$803K
|