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 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.39K- 5.04% |
$69.3K - $69.7K
|
26.2K
$1.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.41K- 3.25% |
$70.3K - $70.7K
|
41.9K
$2.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 2.83% |
$70.8K - $71.2K
|
48.7K
$2.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.48K- 8.28% |
$73.8K - $74.3K
|
16.4K
$827K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.53K- 2.14% |
$76.2K - $76.6K
|
69.8K
$3.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.57K- 4.78% |
$78.4K - $78.9K
|
31.2K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.6K- 5.52% |
$80.1K - $80.6K
|
27.4K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 22.18% |
$80.6K - $81.1K
|
5.66K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.64K- 3.46% |
$81.8K - $82.3K
|
45.7K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.66K- 2.71% |
$82.7K - $83.2K
|
59.5K
$3.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.67K- 1.57% |
$83.2K - $83.7K
|
105K
$5.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.67K- 23.95% |
$83.4K - $83.9K
|
5.3K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.68K- 0.8% |
$84K - $84.6K
|
210K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.7K- 13.18% |
$84.9K - $85.5K
|
11.2K
$566K
|
|
|
Nov 09, 2023
Q3 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.71K- 14.56% |
$85.2K - $85.8K
|
10K
$506K
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 0.44% |
$86.8K - $87.3K
|
398K
$20.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.76K- 3.84% |
$87.9K - $88.5K
|
44.1K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.83K- 5.42% |
$91.2K - $91.8K
|
31.9K
$1.61M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.84K- 0.51% |
$91.9K - $92.5K
|
356K
$18M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.86K- 19.03% |
$92.9K - $93.5K
|
7.92K
$400K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.88K- 7.12% |
$93.8K - $94.4K
|
24.5K
$1.24M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.88K- 11.7% |
$93.8K - $94.4K
|
14.2K
$716K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.88K- 7.12% |
$93.8K - $94.4K
|
24.5K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.93K- 26.83% |
$96.5K - $97.1K
|
5.27K
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.98K- 8.43% |
$98.9K - $99.5K
|
21.5K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.02K- 25.12% |
$101K - $102K
|
6.03K
$305K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.03K- 18.24% |
$101K - $102K
|
9.11K
$460K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.03K- 1.99% |
$102K - $102K
|
100K
$5.06M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.09K- 1.7% |
$104K - $105K
|
121K
$6.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.09K- 1.45% |
$104K - $105K
|
143K
$7.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.12K- 0.98% |
$106K - $106K
|
213K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 16.45% |
$106K - $107K
|
10.8K
$544K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.17K- 34.64% |
$108K - $109K
|
4.09K
$206K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.22K- 7.37% |
$111K - $111K
|
27.9K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.23K- 9.36% |
$112K - $112K
|
21.6K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.26K- 50.17% |
$113K - $114K
|
2.25K
$114K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.28K- 12.15% |
$114K - $114K
|
16.5K
$832K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2.28K- 8.77% |
$114K - $115K
|
23.7K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.28K- 13.48% |
$114K - $115K
|
14.7K
$741K
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-2.37K- 1.58% |
$119K - $119K
|
147K
$7.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-2.39K- 2.63% |
$119K - $120K
|
88.5K
$4.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Management Corp
|
SELL
|
- |
-2.41K- 5.84% |
$120K - $121K
|
38.8K
$1.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.47K- 11.49% |
$123K - $124K
|
19K
$961K
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.51K- 2.2% |
$125K - $126K
|
112K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.52K- 6.22% |
$126K - $126K
|
37.9K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.64K- 2.15% |
$132K - $133K
|
120K
$6.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.66K- 7.56% |
$133K - $134K
|
32.5K
$1.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.69K- 14.6% |
$134K - $135K
|
15.7K
$795K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.72K- 1.65% |
$136K - $137K
|
162K
$8.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.76K- 14.7% |
$138K - $139K
|
16K
$810K
|