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 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.51K+ 107.41% |
$376K - $377K
|
14.5K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.5K+ 274.22% |
$375K - $377K
|
10.2K
$517K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7.44K+ 3.83% |
$372K - $374K
|
202K
$10.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.29KNew |
$365K - $366K
|
7.29K
$368K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.28KNew |
$364K - $365K
|
7.28K
$368K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.15KNew |
$358K - $359K
|
7.15K
$361K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
7.14K+ 14.46% |
$357K - $359K
|
56.5K
$2.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
7.09K+ 16.06% |
$355K - $356K
|
51.2K
$2.59M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7.04K+ 7.06% |
$352K - $353K
|
107K
$5.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.96KNew |
$348K - $349K
|
6.96K
$351K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.64K+ 13.17% |
$332K - $333K
|
57K
$2.88M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
6.35KNew |
$318K - $319K
|
6.35K
$321K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.35K+ 3.57% |
$317K - $319K
|
184K
$9.31M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
6.21K+ 21.07% |
$311K - $312K
|
35.7K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6.06K+ 128.83% |
$303K - $305K
|
10.8K
$544K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.06K+ 1.35% |
$303K - $304K
|
454K
$23M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
6.01K+ 115.72% |
$300K - $302K
|
11.2K
$566K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6K+ 123.27% |
$300K - $301K
|
10.9K
$549K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.92K+ 17.49% |
$296K - $297K
|
39.8K
$2.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.88K+ 98.59% |
$294K - $295K
|
11.8K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.85K+ 4.09% |
$292K - $294K
|
149K
$7.52M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
5.79K+ 1.81% |
$290K - $291K
|
326K
$16.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
5.77K+ 92.2% |
$288K - $290K
|
12K
$607K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.52K+ 1.45% |
$276K - $277K
|
386K
$19.5M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.5K+ 2.55% |
$275K - $276K
|
221K
$11.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5.4KNew |
$270K - $271K
|
5.4K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 42.29% |
$269K - $270K
|
18.1K
$913K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.37K+ 2.17% |
$268K - $269K
|
253K
$12.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.35K+ 5.48% |
$267K - $268K
|
103K
$5.19M
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.06K+ 14.43% |
$253K - $254K
|
40.1K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.03KNew |
$252K - $253K
|
5.03K
$254K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
4.97K+ 26.1% |
$249K - $250K
|
24K
$1.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
4.89K+ 5.59% |
$244K - $245K
|
92.3K
$4.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.88KNew |
$244K - $245K
|
4.88K
$246K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
4.83K+ 2.25% |
$242K - $243K
|
219K
$11.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.81KNew |
$240K - $241K
|
4.81K
$243K
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.77K+ 1.03% |
$239K - $240K
|
467K
$23.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.74KNew |
$237K - $238K
|
4.74K
$239K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.62K+ 4.43% |
$231K - $232K
|
109K
$5.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
BUY
|
- |
4.59K+ 2.86% |
$229K - $230K
|
165K
$8.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.54K+ 221.72% |
$227K - $228K
|
6.59K
$333K
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.5KNew |
$225K - $226K
|
4.5K
$227K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.41K+ 21.81% |
$220K - $221K
|
24.6K
$1.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
4.19KNew |
$209K - $210K
|
4.19K
$211K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.1K+ 5.92% |
$205K - $206K
|
73.2K
$3.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.08K+ 1.39% |
$204K - $205K
|
298K
$15M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4K+ 11.75% |
$200K - $201K
|
38K
$1.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.99KNew |
$200K - $200K
|
3.99K
$202K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.86K+ 17.56% |
$193K - $194K
|
25.9K
$1.31M
|