Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.13M+ 39.85% |
$256M - $258M
|
18M
$909M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.19MNew |
$109M - $110M
|
2.19M
$111M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.05M+ 48.37% |
$52.5M - $52.8M
|
3.22M
$163M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
835K+ 2243.91% |
$41.7M - $42M
|
872K
$44.1M
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
613K+ 8237.87% |
$30.6M - $30.8M
|
621K
$31.4M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
545KNew |
$27.2M - $27.4M
|
545K
$27.5M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
495K+ 4081.58% |
$24.7M - $24.9M
|
507K
$25.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
482K+ 14.56% |
$24.1M - $24.2M
|
3.8M
$192M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
449K+ 38.19% |
$22.4M - $22.6M
|
1.62M
$82M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
417K+ 122.5% |
$20.8M - $20.9M
|
757K
$38.3M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
365K+ 56.96% |
$18.2M - $18.3M
|
1.01M
$50.8M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
363K+ 11.11% |
$18.1M - $18.3M
|
3.63M
$184M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
347K+ 72.51% |
$17.3M - $17.4M
|
825K
$41.7M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
341K+ 126.73% |
$17M - $17.1M
|
611K
$30.8M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333K+ 193.34% |
$16.6M - $16.7M
|
505K
$25.5M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
330KNew |
$16.5M - $16.6M
|
330K
$16.7M
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
326KNew |
$16.3M - $16.4M
|
326K
$16.4M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
322KNew |
$16.1M - $16.2M
|
322K
$16.3M
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
319K+ 128.69% |
$15.9M - $16M
|
567K
$28.7M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
309K+ 6180140.0% |
$15.4M - $15.5M
|
309K
$15.6M
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
290KNew |
$14.5M - $14.6M
|
290K
$14.6M
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
290KNew |
$14.5M - $14.6M
|
290K
$14.6M
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
266K+ 1892.84% |
$13.3M - $13.4M
|
280K
$14.1M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
258K+ 110.52% |
$12.9M - $13M
|
491K
$24.8M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
241KNew |
$12M - $12.1M
|
241K
$12.2M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
235K+ 66.21% |
$11.7M - $11.8M
|
589K
$29.8M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
225KNew |
$11.2M - $11.3M
|
225K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
222K+ 76.59% |
$11.1M - $11.2M
|
512K
$25.9M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
214K+ 21.11% |
$10.7M - $10.8M
|
1.23M
$62M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 5.16% |
$9.49M - $9.55M
|
3.88M
$196M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
173K+ 13.69% |
$8.65M - $8.71M
|
1.44M
$72.7M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
164K+ 410.18% |
$8.17M - $8.22M
|
203K
$10.3M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162K+ 794.58% |
$8.1M - $8.15M
|
183K
$9.23M
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
160K+ 22.29% |
$8M - $8.05M
|
879K
$44.4M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
159K+ 219.95% |
$7.93M - $7.98M
|
231K
$11.7M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
152K+ 36.83% |
$7.58M - $7.63M
|
564K
$28.5M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
149K+ 52.61% |
$7.43M - $7.47M
|
431K
$21.8M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
146K+ 30.57% |
$7.3M - $7.34M
|
624K
$31.5M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
145K+ 628.14% |
$7.24M - $7.29M
|
168K
$8.49M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
143K+ 175.76% |
$7.12M - $7.16M
|
224K
$11.3M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
129KNew |
$6.44M - $6.48M
|
129K
$6.51M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
128K+ 1010.89% |
$6.39M - $6.43M
|
141K
$7.1M
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
124K+ 46.2% |
$6.18M - $6.22M
|
391K
$19.8M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
120KNew |
$5.99M - $6.02M
|
120K
$6.06M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120K+ 4.27% |
$5.98M - $6.02M
|
2.92M
$148M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
118K+ 12.96% |
$5.9M - $5.93M
|
1.03M
$52M
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
108KNew |
$5.42M - $5.45M
|
108K
$5.48M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
105K+ 40.94% |
$5.25M - $5.28M
|
362K
$18.3M
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
105K+ 29.96% |
$5.24M - $5.27M
|
455K
$23M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
102K+ 32.57% |
$5.09M - $5.12M
|
415K
$21M
|