Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-9.02K- 3.5% |
$451K - $453K
|
248K
$12.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.17K- 2.86% |
$458K - $460K
|
312K
$15.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-9.25K- 8.71% |
$462K - $464K
|
96.9K
$4.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-9.37K- 95.15% |
$468K - $471K
|
478
$24.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-9.37K- 7.67% |
$469K - $471K
|
113K
$5.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.55K- 1.69% |
$477K - $480K
|
557K
$28.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-9.79K- 48.5% |
$490K - $492K
|
10.4K
$525K
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-10K- 6.73% |
$500K - $502K
|
138K
$7M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-10.2K- 1.04% |
$508K - $511K
|
969K
$48.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-10.2K- 3.88% |
$510K - $513K
|
253K
$12.8M
|
|
|
Oct 07, 2022
Q3 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-10.2K- 6.75% |
$512K - $514K
|
142K
$7.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.5K- 8.78% |
$525K - $527K
|
109K
$5.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-10.6K- 34.74% |
$529K - $531K
|
19.9K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10.6K- 1.16% |
$531K - $534K
|
902K
$45.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10.7K- 8.79% |
$536K - $538K
|
111K
$5.61M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.9K- 12.59% |
$544K - $546K
|
75.5K
$3.81M
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-11K- 29.0% |
$551K - $553K
|
27K
$1.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-11.2K- 85.23% |
$559K - $561K
|
1.94K
$97.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 34.49% |
$567K - $570K
|
21.6K
$1.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.4K- 39.3% |
$569K - $571K
|
17.6K
$887K
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.4K- 20.69% |
$572K - $575K
|
43.9K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.6K- 65.05% |
$582K - $584K
|
6.25K
$316K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.1K- 17.82% |
$606K - $609K
|
55.9K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-12.2K- 16.09% |
$608K - $611K
|
63.4K
$3.2M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.5K- 17.77% |
$626K - $629K
|
58K
$2.93M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.9K- 4.06% |
$645K - $647K
|
305K
$15.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-13.2K- 3.92% |
$660K - $663K
|
324K
$16.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 26.91% |
$668K - $671K
|
36.3K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.6K- 9.6% |
$681K - $684K
|
128K
$6.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-13.9K- 17.34% |
$693K - $696K
|
66.1K
$3.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.9K- 13.14% |
$696K - $699K
|
92K
$4.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-15.1K- 23.23% |
$754K - $757K
|
49.8K
$2.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-16K- 16.77% |
$801K - $805K
|
79.5K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16.4K- 15.39% |
$818K - $821K
|
89.9K
$4.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-17.1K- 10.91% |
$853K - $857K
|
139K
$7.04M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-17.1K- 17.85% |
$855K - $859K
|
78.7K
$3.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.6K- 5.75% |
$879K - $883K
|
288K
$14.5M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-18K- 1.15% |
$900K - $904K
|
1.55M
$78.3M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-20.1K- 6.7% |
$1.01M - $1.01M
|
280K
$14.1M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20.4K- 5.18% |
$1.02M - $1.03M
|
373K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20.8K- 17.1% |
$1.04M - $1.04M
|
101K
$5.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-20.8K- 32.24% |
$1.04M - $1.04M
|
43.7K
$2.21M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.1K- 30.26% |
$1.06M - $1.06M
|
48.7K
$2.46M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-21.1K- 83.26% |
$1.06M - $1.06M
|
4.25K
$215K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-21.4K- 8.5% |
$1.07M - $1.07M
|
230K
$11.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-21.5K- 6.76% |
$1.08M - $1.08M
|
297K
$15M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-21.6K- 26.11% |
$1.08M - $1.08M
|
61.1K
$3.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-22.1K- 19.55% |
$1.11M - $1.11M
|
91.1K
$4.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-22.3K- 9.7% |
$1.12M - $1.12M
|
208K
$10.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22.3K- 4.18% |
$1.12M - $1.12M
|
513K
$25.9M
|