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 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
97.2K+ 167.61% |
$4.86M - $4.89M
|
155K
$7.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
94.5KNew |
$4.73M - $4.76M
|
94.5K
$4.77M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
93KNew |
$4.66M - $4.69M
|
93K
$4.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
90.6K+ 37.95% |
$4.53M - $4.56M
|
329K
$16.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
88.8K+ 17.2% |
$4.45M - $4.47M
|
605K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
86.2K+ 8.08% |
$4.31M - $4.34M
|
1.15M
$58.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
79.1K+ 86.51% |
$3.96M - $3.99M
|
171K
$8.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
72K+ 39.05% |
$3.6M - $3.62M
|
256K
$12.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
70.9K+ 43.66% |
$3.55M - $3.57M
|
233K
$11.8M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
70KNew |
$3.51M - $3.53M
|
70K
$3.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
69.5K+ 85.64% |
$3.48M - $3.5M
|
151K
$7.61M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
66.5KNew |
$3.33M - $3.35M
|
66.5K
$3.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
65.1K+ 67.81% |
$3.26M - $3.28M
|
161K
$8.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
64.4K+ 41.04% |
$3.22M - $3.24M
|
221K
$11.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
63.4K+ 7.38% |
$3.17M - $3.19M
|
922K
$46.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
60.9K+ 42.71% |
$3.05M - $3.07M
|
203K
$10.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
60.6K+ 39.48% |
$3.03M - $3.05M
|
214K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
59.6K+ 98.88% |
$2.98M - $3M
|
120K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
58.9K+ 6.9% |
$2.95M - $2.97M
|
913K
$46.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55.5K+ 256.86% |
$2.78M - $2.8M
|
77.2K
$3.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
54.6K+ 497.01% |
$2.73M - $2.75M
|
65.6K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
54K+ 20.81% |
$2.7M - $2.72M
|
313K
$15.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52.5K+ 10.38% |
$2.63M - $2.64M
|
558K
$28.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
51.2K+ 56.04% |
$2.56M - $2.58M
|
143K
$7.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
51K+ 500.0% |
$2.55M - $2.57M
|
61.2K
$3.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.6K+ 13.74% |
$2.48M - $2.5M
|
411K
$20.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
49.1K+ 53.44% |
$2.46M - $2.47M
|
141K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.6K+ 3.99% |
$2.43M - $2.45M
|
1.27M
$63.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44.8KNew |
$2.24M - $2.26M
|
44.8K
$2.26M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
44.5K+ 31.74% |
$2.23M - $2.24M
|
185K
$9.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
42.2KNew |
$2.11M - $2.12M
|
42.2K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
41.8K+ 41.16% |
$2.09M - $2.1M
|
143K
$7.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
41.6K+ 66.85% |
$2.08M - $2.1M
|
104K
$5.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
41.1K+ 26.05% |
$2.06M - $2.07M
|
199K
$10.1M
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
41.1K+ 12.48% |
$2.06M - $2.07M
|
370K
$18.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.2K+ 39.23% |
$2.01M - $2.03M
|
143K
$7.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
40KNew |
$2M - $2.01M
|
40K
$2.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
39K+ 81.47% |
$1.95M - $1.97M
|
86.9K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.8K+ 10.39% |
$1.94M - $1.95M
|
412K
$20.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
38.6KNew |
$1.93M - $1.95M
|
38.6K
$1.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
38.4K+ 58.69% |
$1.92M - $1.93M
|
104K
$5.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
36.6K+ 131.42% |
$1.83M - $1.84M
|
64.5K
$3.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
35.8K+ 8.1% |
$1.79M - $1.8M
|
478K
$24.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.4K+ 3443500.0% |
$1.72M - $1.73M
|
34.4K
$1.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
33.8K+ 19.91% |
$1.69M - $1.7M
|
203K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
32.2KNew |
$1.61M - $1.62M
|
32.2K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
31.9KNew |
$1.6M - $1.61M
|
31.9K
$1.61M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
31.2K+ 13.16% |
$1.56M - $1.57M
|
268K
$13.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
31K+ 11.29% |
$1.55M - $1.56M
|
305K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30.8K+ 5.24% |
$1.54M - $1.55M
|
619K
$31.2M
|