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 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-553- 7.26% |
$27.6K - $27.8K
|
7.07K
$357K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-574- 0.11% |
$28.7K - $28.8K
|
535K
$27M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-577- 2.68% |
$28.8K - $29K
|
21K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-607- 1.01% |
$30.3K - $30.5K
|
59.3K
$2.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-620- 10.97% |
$31K - $31.2K
|
5.03K
$254K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-633- 5.66% |
$31.6K - $31.8K
|
10.5K
$533K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-673- 11.42% |
$33.6K - $33.8K
|
5.22K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-680- 0.86% |
$34K - $34.2K
|
78.8K
$3.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-702- 2.53% |
$35.1K - $35.3K
|
27K
$1.36M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-702- 5.3% |
$35.1K - $35.3K
|
12.6K
$634K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-745- 1.19% |
$37.2K - $37.4K
|
61.7K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-747- 0.39% |
$37.3K - $37.5K
|
188K
$9.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-765- 3.09% |
$38.2K - $38.4K
|
24K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-771- 0.5% |
$38.5K - $38.7K
|
154K
$7.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-782- 14.42% |
$39.1K - $39.3K
|
4.64K
$234K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-797- 11.62% |
$39.8K - $40K
|
6.06K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-798- 7.89% |
$39.9K - $40.1K
|
9.31K
$470K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-819- 3.4% |
$40.9K - $41.2K
|
23.3K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-845- 5.59% |
$42.2K - $42.5K
|
14.3K
$720K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-856- 0.51% |
$42.7K - $43K
|
166K
$8.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-903- 4.62% |
$45.1K - $45.4K
|
18.6K
$942K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-921- 9.65% |
$46K - $46.3K
|
8.63K
$436K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-925- 9.63% |
$46.2K - $46.5K
|
8.68K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-970- 10.43% |
$48.4K - $48.7K
|
8.33K
$421K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-977- 8.41% |
$48.8K - $49.1K
|
10.6K
$537K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-980- 4.72% |
$48.9K - $49.2K
|
19.8K
$999K
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-982- 5.82% |
$49K - $49.3K
|
15.9K
$803K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-985- 5.89% |
$49.2K - $49.5K
|
15.7K
$795K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-999- 5.32% |
$49.9K - $50.2K
|
17.8K
$898K
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1K- 3.01% |
$49.9K - $50.3K
|
32.3K
$1.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-1K- 8.47% |
$49.9K - $50.3K
|
10.8K
$546K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.05K- 5.73% |
$52.6K - $53K
|
17.3K
$875K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.07K- 4.55% |
$53.2K - $53.6K
|
22.4K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.08K- 3.24% |
$53.8K - $54.1K
|
32.1K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.08K- 0.35% |
$53.8K - $54.1K
|
305K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.14K- 99.91% |
$56.7K - $57K
|
1
$50.5
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 0.81% |
$57.4K - $57.7K
|
142K
$7.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.2K- 0.93% |
$59.9K - $60.3K
|
128K
$6.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.22K- 12.71% |
$60.7K - $61.1K
|
8.35K
$422K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-1.22K- 1.34% |
$60.8K - $61.2K
|
89.9K
$4.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.22K- 1.59% |
$60.8K - $61.2K
|
75.6K
$3.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.25K- 42.41% |
$62.6K - $63K
|
1.7K
$86K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.26K- 5.95% |
$63K - $63.4K
|
19.9K
$1.01M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.27K- 3.05% |
$63.4K - $63.8K
|
40.3K
$2.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.28K- 2.48% |
$64.1K - $64.5K
|
50.4K
$2.55M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 0.65% |
$66.4K - $66.8K
|
202K
$10.2M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.33K- 1.53% |
$66.4K - $66.8K
|
85.9K
$4.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.34K- 9.23% |
$67.1K - $67.5K
|
13.2K
$668K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.35K- 2.65% |
$67.4K - $67.8K
|
49.6K
$2.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.36K- 19.72% |
$68.1K - $68.5K
|
5.55K
$280K
|