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
|
Daniels&Tansey,Llp
|
BUY
|
- |
4.96K+ 6.78% |
$248K - $250K
|
78.1K
$3.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.96K+ 1.33% |
$248K - $250K
|
376K
$19M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.93K+ 15.51% |
$247K - $248K
|
36.7K
$1.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.91K+ 9.97% |
$246K - $247K
|
54.2K
$2.74M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.85K+ 3.01% |
$243K - $244K
|
166K
$8.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.7K+ 15.26% |
$235K - $237K
|
35.5K
$1.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.7K+ 8.73% |
$235K - $237K
|
58.6K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.68K+ 0.4% |
$234K - $236K
|
1.18M
$59.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.56KNew |
$228K - $230K
|
4.56K
$230K
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.51KNew |
$226K - $227K
|
4.51K
$228K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.5KNew |
$225K - $227K
|
4.5K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.47K+ 0.69% |
$224K - $225K
|
653K
$33M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.46K+ 0.71% |
$223K - $225K
|
629K
$31.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.46KNew |
$223K - $224K
|
4.46K
$225K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.44K+ 15.13% |
$222K - $224K
|
33.8K
$1.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
4.43K+ 37.28% |
$222K - $223K
|
16.3K
$824K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.4K+ 110.2% |
$220K - $221K
|
8.39K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.36K+ 81.45% |
$218K - $219K
|
9.71K
$490K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.25K+ 41.75% |
$213K - $214K
|
14.4K
$729K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.24K+ 3.0% |
$212K - $214K
|
146K
$7.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
4.23KNew |
$212K - $213K
|
4.23K
$214K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4.2K+ 53.85% |
$210K - $212K
|
12K
$606K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
4.16KNew |
$208K - $209K
|
4.16K
$210K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
4.09KNew |
$204K - $206K
|
4.09K
$206K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4.07KNew |
$203K - $205K
|
4.07K
$205K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.88K+ 25.33% |
$194K - $195K
|
19.2K
$969K
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
3.84K+ 32.76% |
$192K - $193K
|
15.6K
$786K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.78K+ 11.8% |
$189K - $190K
|
35.8K
$1.81M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.73K+ 1248.83% |
$187K - $188K
|
4.03K
$204K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
3.68K+ 28.25% |
$184K - $186K
|
16.7K
$845K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.66K+ 13.34% |
$183K - $184K
|
31.1K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
3.59K+ 10.7% |
$180K - $181K
|
37.1K
$1.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 27.06% |
$175K - $176K
|
16.4K
$830K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 4.53% |
$167K - $168K
|
76.7K
$3.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.29K+ 14.89% |
$165K - $166K
|
25.4K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.19K+ 26.35% |
$160K - $161K
|
15.3K
$773K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.11K+ 1336.05% |
$156K - $157K
|
3.35K
$169K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.96KNew |
$148K - $149K
|
2.96K
$149K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.93K+ 12.87% |
$146K - $147K
|
25.6K
$1.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.9K+ 53.7% |
$145K - $146K
|
8.3K
$419K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
2.8K+ 1.64% |
$140K - $141K
|
173K
$8.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
BUY
|
- |
2.79K+ 7.26% |
$140K - $141K
|
41.2K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.78K+ 2.27% |
$139K - $140K
|
125K
$6.32M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.75K+ 28.92% |
$138K - $138K
|
12.3K
$619K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.74K+ 5.58% |
$137K - $138K
|
51.9K
$2.62M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
2.7KNew |
$135K - $136K
|
2.7K
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.65K+ 143.71% |
$133K - $133K
|
4.49K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.58K+ 15.68% |
$129K - $130K
|
19K
$961K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.55K+ 50.29% |
$128K - $128K
|
7.62K
$385K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 2.8% |
$116K - $117K
|
85.1K
$4.3M
|