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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
33K+ 29.08% |
$1.65M - $1.66M
|
146K
$7.39M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.6K+ 26.43% |
$1.63M - $1.64M
|
156K
$7.87M
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32K+ 24.08% |
$1.6M - $1.61M
|
165K
$8.33M
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
31.9K+ 14.58% |
$1.59M - $1.6M
|
251K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.7K+ 6.36% |
$1.54M - $1.54M
|
514K
$25.9M
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
30.3K+ 44.19% |
$1.51M - $1.52M
|
98.8K
$4.99M
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
29.7K+ 462.15% |
$1.49M - $1.49M
|
36.1K
$1.83M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29.5K+ 39.52% |
$1.47M - $1.48M
|
104K
$5.25M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29K+ 48.67% |
$1.45M - $1.46M
|
88.6K
$4.47M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.4K+ 51.0% |
$1.42M - $1.43M
|
84.2K
$4.25M
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
28K+ 0.71% |
$1.4M - $1.41M
|
3.95M
$200M
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
27.3K+ 17.78% |
$1.36M - $1.37M
|
181K
$9.13M
|
|
Nov 03, 2022
Q3 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
26.8KNew |
$1.34M - $1.34M
|
26.8K
$1.35M
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
26.8K+ 438.52% |
$1.34M - $1.34M
|
32.9K
$1.66M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
26.5K+ 80.38% |
$1.33M - $1.33M
|
59.5K
$3M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.2K+ 29.43% |
$1.31M - $1.32M
|
115K
$5.82M
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25.9KNew |
$1.3M - $1.3M
|
25.9K
$1.31M
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25.8K+ 9.16% |
$1.29M - $1.3M
|
308K
$15.5M
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
24.7K+ 355.2% |
$1.24M - $1.24M
|
31.7K
$1.6M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24.6K+ 5.51% |
$1.23M - $1.24M
|
472K
$23.8M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
24.5K+ 11.5% |
$1.23M - $1.23M
|
238K
$12M
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.5KNew |
$1.18M - $1.18M
|
23.5K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
23.2K+ 4.07% |
$1.16M - $1.16M
|
592K
$29.9M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
23K+ 3.2% |
$1.15M - $1.15M
|
742K
$37.5M
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
23K+ 573.75% |
$1.15M - $1.15M
|
27K
$1.36M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
22.8K+ 44.88% |
$1.14M - $1.14M
|
73.5K
$3.71M
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
22.1KNew |
$1.1M - $1.11M
|
22.1K
$1.12M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
21.3K+ 16.04% |
$1.06M - $1.07M
|
154K
$7.78M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
21.1K+ 2.64% |
$1.05M - $1.06M
|
820K
$41.4M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
20.7K+ 29.59% |
$1.03M - $1.04M
|
90.5K
$4.57M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.6KNew |
$1.03M - $1.04M
|
20.6K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20.3K+ 188.52% |
$1.02M - $1.02M
|
31.1K
$1.57M
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.2KNew |
$1.01M - $1.02M
|
20.2K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
20.2K+ 10.93% |
$1.01M - $1.02M
|
205K
$10.4M
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
19.9K+ 41.74% |
$996K - $1M
|
67.6K
$3.42M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.9K+ 30.18% |
$995K - $1M
|
85.9K
$4.34M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.9K+ 30.18% |
$995K - $1M
|
85.9K
$4.34M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
19.6KNew |
$979K - $983K
|
19.6K
$989K
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
19.4K+ 81.58% |
$971K - $975K
|
43.2K
$2.18M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
19.4K+ 23.49% |
$968K - $972K
|
102K
$5.14M
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
19.2K+ 9.45% |
$961K - $965K
|
223K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.9KNew |
$943K - $948K
|
18.9K
$953K
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
18.6K+ 33.04% |
$932K - $936K
|
75.1K
$3.79M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
18.5K+ 1372.31% |
$924K - $928K
|
19.8K
$1M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
18.5K+ 66.4% |
$923K - $927K
|
46.3K
$2.34M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.4KNew |
$921K - $925K
|
18.4K
$930K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
17.3K+ 35.84% |
$863K - $867K
|
65.5K
$3.31M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.2KNew |
$859K - $863K
|
17.2K
$868K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16.8KNew |
$841K - $845K
|
16.8K
$850K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
16.3K+ 109.78% |
$817K - $820K
|
31.2K
$1.58M
|