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 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-218K- 70.82% |
$10.9M - $11M
|
89.8K
$4.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-224K- 9.72% |
$11.2M - $11.3M
|
2.08M
$105M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-229K- 17.32% |
$11.4M - $11.5M
|
1.09M
$55.1M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-238K- 77.29% |
$11.9M - $12M
|
70K
$3.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-249K- 41.21% |
$12.4M - $12.5M
|
355K
$17.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-250K- 66.18% |
$12.5M - $12.6M
|
128K
$6.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-266K- 76.63% |
$13.3M - $13.4M
|
81.1K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-282K- 76.3% |
$14.1M - $14.2M
|
87.6K
$4.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-284K- 93.29% |
$14.2M - $14.3M
|
20.4K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-298K- 10.97% |
$14.9M - $15M
|
2.42M
$122M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306K- 65.45% |
$15.3M - $15.4M
|
162K
$8.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-307K- 7.68% |
$15.3M - $15.4M
|
3.69M
$186M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-314K- 82.68% |
$15.7M - $15.8M
|
65.9K
$3.33M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-361K- 95.8% |
$18.1M - $18.2M
|
15.8K
$799K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-368K- 17.48% |
$18.4M - $18.6M
|
1.74M
$87.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-382K- 96.73% |
$19.1M - $19.2M
|
12.9K
$651K
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-383K- 98.0% |
$19.2M - $19.3M
|
7.81K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-435K- 97.29% |
$21.8M - $21.9M
|
12.1K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-441K- 99.74% |
$22M - $22.2M
|
1.14K
$57.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-463K- 20.02% |
$23.2M - $23.3M
|
1.85M
$93.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-467K- 92.13% |
$23.4M - $23.5M
|
39.9K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-503K- 83.36% |
$25.1M - $25.3M
|
100K
$5.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-583K- 6.46% |
$29.2M - $29.4M
|
8.45M
$427M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-748K- 18.42% |
$37.4M - $37.7M
|
3.31M
$167M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-803K- 96.25% |
$40.2M - $40.4M
|
31.3K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-824K- 6.68% |
$41.3M - $41.5M
|
11.5M
$581M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-883K- 21.26% |
$44.2M - $44.5M
|
3.27M
$165M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.67M- 2.71% |
$83.5M - $84M
|
60M
$3.03B
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.76M- 91.1% |
$88.3M - $88.8M
|
172K
$8.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.21M- 10.17% |
$110M - $111M
|
19.5M
$985M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.36M- 53.08% |
$168M - $169M
|
2.97M
$150M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.21M- 32.55% |
$311M - $313M
|
12.9M
$650M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-18.3M- 97.68% |
$917M - $922M
|
435K
$22M
|