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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-66- 1.21% |
$3.3K - $3.32K
|
5.39K
$273K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-79- 1.66% |
$3.95K - $3.97K
|
4.67K
$236K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-80- 1.3% |
$4K - $4.02K
|
6.06K
$306K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-80- 1.3% |
$4K - $4.02K
|
6.06K
$306K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-85- 0.46% |
$4.24K - $4.27K
|
18.5K
$935K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-88- 1.29% |
$4.39K - $4.42K
|
6.71K
$339K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-97- 3.42% |
$4.84K - $4.87K
|
2.74K
$139K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-105- 0.14% |
$5.24K - $5.28K
|
76.1K
$3.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-110- 0.06% |
$5.49K - $5.53K
|
170K
$8.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-111- 1.76% |
$5.54K - $5.58K
|
6.2K
$313K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-111- 0.67% |
$5.54K - $5.58K
|
16.4K
$827K
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-116- 1.0% |
$5.79K - $5.83K
|
11.5K
$581K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-129- 2.54% |
$6.44K - $6.48K
|
4.94K
$250K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-132- 0.08% |
$6.59K - $6.63K
|
161K
$8.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-133- 2.05% |
$6.64K - $6.68K
|
6.37K
$322K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-149- 0.23% |
$7.44K - $7.49K
|
64.3K
$3.25M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-150- 7.33% |
$7.49K - $7.54K
|
1.9K
$95.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-165- 0.23% |
$8.24K - $8.29K
|
72K
$3.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-190- 15.97% |
$9.49K - $9.55K
|
1K
$50.6K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-200- 0.49% |
$9.99K - $10.1K
|
40.3K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-225- 4.05% |
$11.2K - $11.3K
|
5.33K
$269K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-249- 62.88% |
$12.4K - $12.5K
|
147
$7.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-254- 3.17% |
$12.7K - $12.8K
|
7.76K
$392K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-254- 1.12% |
$12.7K - $12.8K
|
22.5K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-256- 0.42% |
$12.8K - $12.9K
|
60K
$3.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-260- 0.65% |
$13K - $13.1K
|
39.8K
$2.01M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-277- 4.38% |
$13.8K - $13.9K
|
6.05K
$306K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-284- 5.06% |
$14.2K - $14.3K
|
5.33K
$269K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-297- 97.38% |
$14.8K - $14.9K
|
8
$404
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-305- 3.28% |
$15.2K - $15.3K
|
8.99K
$454K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-318- 0.35% |
$15.9K - $16K
|
89.6K
$4.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-318- 0.35% |
$15.9K - $16K
|
89.6K
$4.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-319- 0.74% |
$15.9K - $16K
|
42.5K
$2.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-332- 0.17% |
$16.6K - $16.7K
|
200K
$10.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-334- 3.65% |
$16.7K - $16.8K
|
8.83K
$446K
|
|
|
Oct 13, 2023
Q3 2023
|
Nepsis Inc.
|
SELL
|
- |
-346- 0.87% |
$17.3K - $17.4K
|
39.3K
$1.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-347- 3.79% |
$17.3K - $17.4K
|
8.8K
$445K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-352- 3.62% |
$17.6K - $17.7K
|
9.38K
$474K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-377- 6.74% |
$18.8K - $18.9K
|
5.21K
$264K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-391- 1.14% |
$19.5K - $19.6K
|
34K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-394- 1.63% |
$19.7K - $19.8K
|
23.8K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-399- 7.19% |
$19.9K - $20K
|
5.15K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-407- 21.7% |
$20.3K - $20.5K
|
1.47K
$74.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-451- 0.12% |
$22.5K - $22.7K
|
379K
$19.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-487- 48.17% |
$24.3K - $24.5K
|
524
$26.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-487- 8.29% |
$24.3K - $24.5K
|
5.39K
$272K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 2.68% |
$24.7K - $24.8K
|
18K
$909K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-506- 1.44% |
$25.3K - $25.4K
|
34.6K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-547- 44.4% |
$27.3K - $27.5K
|
685
$34.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-550- 3.74% |
$27.5K - $27.6K
|
14.1K
$715K
|