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 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.28K+ 20.99% |
$114K - $115K
|
13.2K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.15K+ 17.1% |
$107K - $108K
|
14.7K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.04K+ 48.03% |
$102K - $103K
|
6.28K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.97K+ 39.74% |
$98.4K - $99K
|
6.91K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.9K+ 7.69% |
$95.1K - $95.7K
|
26.6K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.84K+ 28.68% |
$92.1K - $92.7K
|
8.26K
$417K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.78K+ 4.05% |
$88.9K - $89.5K
|
45.6K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.78K+ 19.78% |
$88.9K - $89.5K
|
10.8K
$544K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.77K+ 38.77% |
$88.5K - $89.1K
|
6.33K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73K+ 7.7% |
$86.6K - $87.1K
|
24.2K
$1.22M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.71KNew |
$85.6K - $86.1K
|
1.71K
$86.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 9.15% |
$85.3K - $85.9K
|
20.3K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.68K+ 3.94% |
$84.1K - $84.6K
|
44.4K
$2.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.63K+ 8.5% |
$81.5K - $82K
|
20.8K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.62K+ 7.78% |
$81.2K - $81.7K
|
22.5K
$1.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.61K+ 19.85% |
$80.7K - $81.2K
|
9.73K
$492K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.57K+ 2.89% |
$78.3K - $78.8K
|
55.6K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 3.21% |
$78K - $78.5K
|
50.1K
$2.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.54K+ 5.22% |
$76.9K - $77.4K
|
30.9K
$1.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
1.48K+ 0.97% |
$74K - $74.5K
|
153K
$7.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.47K+ 1.36% |
$73.5K - $73.9K
|
110K
$5.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.45K+ 2.74% |
$72.4K - $72.9K
|
54.3K
$2.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.44K+ 14.5% |
$71.9K - $72.4K
|
11.3K
$573K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.41K+ 1.88% |
$70.4K - $70.8K
|
76.3K
$3.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.37K+ 0.55% |
$68.6K - $69K
|
250K
$12.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.34K+ 7.45% |
$67.3K - $67.7K
|
19.4K
$979K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.31K+ 0.51% |
$65.6K - $66K
|
258K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.24K+ 1.65% |
$62.2K - $62.6K
|
76.8K
$3.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.24KNew |
$61.8K - $62.2K
|
1.24K
$62.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.22K+ 0.08% |
$60.8K - $61.2K
|
1.48M
$74.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.22K+ 14.56% |
$60.8K - $61.2K
|
9.57K
$483K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.2KNew |
$60.2K - $60.6K
|
1.2K
$60.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.11KNew |
$55.5K - $55.9K
|
1.11K
$56.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.11K+ 9.72% |
$55.5K - $55.8K
|
12.5K
$632K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.11K+ 5.15% |
$55.3K - $55.6K
|
22.5K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
1.07K+ 1.19% |
$53.5K - $53.8K
|
91.1K
$4.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.05K+ 0.89% |
$52.7K - $53K
|
119K
$6M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.05K+ 4.32% |
$52.6K - $53K
|
25.4K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.05K+ 17.97% |
$52.6K - $52.9K
|
6.9K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.03K+ 1.17% |
$51.6K - $51.9K
|
89.2K
$4.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
1.02KNew |
$51.1K - $51.5K
|
1.02K
$51.6K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1.02K+ 99.71% |
$51.1K - $51.4K
|
2.05K
$103K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.02K+ 18.29% |
$51K - $51.3K
|
6.59K
$333K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.02KNew |
$50.9K - $51.2K
|
1.02K
$51.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.02K+ 4.62% |
$50.8K - $51.1K
|
23K
$1.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.01K+ 18.76% |
$50.6K - $51K
|
6.41K
$324K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.01K+ 1.48% |
$50.3K - $50.6K
|
68.9K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
978+ 0.28% |
$48.9K - $49.3K
|
353K
$17.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
920+ 7.84% |
$46K - $46.3K
|
12.7K
$639K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
906+ 0.11% |
$45.3K - $45.6K
|
797K
$40.3M
|