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 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 3.67% |
$815K - $819K
|
461K
$23.3M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15.6KNew |
$782K - $786K
|
15.6K
$790K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
15.6KNew |
$778K - $781K
|
15.6K
$786K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
15.4K+ 11.92% |
$768K - $772K
|
144K
$7.28M
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.3K+ 11.89% |
$767K - $770K
|
144K
$7.29M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
15.2K+ 48.22% |
$760K - $763K
|
46.7K
$2.36M
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.9KNew |
$745K - $748K
|
14.9K
$753K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14.4K+ 1.18% |
$721K - $724K
|
1.24M
$62.6M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 16.91% |
$714K - $717K
|
98.7K
$4.99M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$710K - $713K
|
14.2K
$717K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.6K+ 41.28% |
$681K - $684K
|
46.6K
$2.35M
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
12.6K+ 5.04% |
$629K - $631K
|
262K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
12.4KNew |
$620K - $622K
|
12.4K
$626K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.3K+ 22.22% |
$617K - $620K
|
67.9K
$3.43M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
12.1K+ 42.75% |
$605K - $608K
|
40.4K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.6K+ 191.58% |
$578K - $580K
|
17.6K
$888K
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.5K+ 186.9% |
$526K - $529K
|
16.2K
$816K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
10.5K+ 48.11% |
$524K - $526K
|
32.2K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10.4K+ 4.55% |
$520K - $523K
|
239K
$12.1M
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
10KNew |
$501K - $503K
|
10K
$506K
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
10K+ 127.35% |
$500K - $503K
|
17.9K
$902K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
9.95K+ 1.83% |
$498K - $500K
|
553K
$27.9M
|
|
Nov 14, 2022
Q3 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
9.91K+ 30.05% |
$496K - $498K
|
42.9K
$2.17M
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.81KNew |
$490K - $493K
|
9.81K
$495K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.76KNew |
$488K - $490K
|
9.76K
$493K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.58K+ 24.56% |
$479K - $481K
|
48.6K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9.4K+ 132.29% |
$470K - $472K
|
16.5K
$834K
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
9.4KNew |
$470K - $472K
|
9.4K
$475K
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.35KNew |
$467K - $469K
|
9.35K
$472K
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
9.29K+ 191.13% |
$464K - $466K
|
14.1K
$714K
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
9.26K+ 15.06% |
$463K - $465K
|
70.7K
$3.57M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.18K+ 122.44% |
$459K - $461K
|
16.7K
$842K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.1K+ 30.04% |
$455K - $457K
|
39.4K
$1.99M
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.9K+ 5.02% |
$445K - $447K
|
186K
$9.4M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8.78K+ 23732.43% |
$439K - $441K
|
8.82K
$445K
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
8.74K+ 7.54% |
$437K - $439K
|
125K
$6.3M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.57KNew |
$428K - $430K
|
8.57K
$433K
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
8.53KNew |
$427K - $428K
|
8.53K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.49K+ 8.04% |
$424K - $426K
|
114K
$5.76M
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
8.44K+ 7.49% |
$422K - $424K
|
121K
$6.12M
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8.39K+ 8.35% |
$419K - $421K
|
109K
$5.49M
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
8.23K+ 46.21% |
$411K - $413K
|
26K
$1.31M
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.21KNew |
$410K - $412K
|
8.21K
$415K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.18K+ 14.47% |
$409K - $411K
|
64.8K
$3.27M
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.09K+ 76.63% |
$405K - $406K
|
18.7K
$942K
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.05KNew |
$403K - $404K
|
8.05K
$407K
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.9KNew |
$395K - $397K
|
7.9K
$399K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.72K+ 31.4% |
$386K - $387K
|
32.3K
$1.63M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
7.58K+ 23.8% |
$379K - $381K
|
39.4K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.52K+ 21.04% |
$376K - $377K
|
43.2K
$2.18M
|