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 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.13K- 7.99% |
$256K - $258K
|
59.1K
$2.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-5.42K- 9.46% |
$271K - $272K
|
51.8K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.42K- 37.68% |
$271K - $273K
|
8.97K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.46K- 1.43% |
$273K - $274K
|
376K
$19M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.49K- 0.5% |
$274K - $276K
|
1.1M
$55.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-5.5K- 54.52% |
$275K - $276K
|
4.59K
$232K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.51K- 21.69% |
$275K - $277K
|
19.9K
$1M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.51K- 35.22% |
$275K - $277K
|
10.1K
$512K
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-5.52K- 41.93% |
$276K - $277K
|
7.64K
$386K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.61K- 28.15% |
$280K - $282K
|
14.3K
$723K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.68K- 7.86% |
$284K - $285K
|
66.6K
$3.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.7K- 56.44% |
$285K - $286K
|
4.4K
$222K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-5.74K- 1.68% |
$287K - $288K
|
336K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5.84K- 9.78% |
$292K - $294K
|
53.9K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.96K- 22.06% |
$297K - $299K
|
21K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.99K- 11.07% |
$299K - $301K
|
48.1K
$2.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.11K- 5.14% |
$305K - $307K
|
113K
$5.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-6.28K- 11.85% |
$313K - $315K
|
46.7K
$2.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.28K- 49.77% |
$314K - $315K
|
6.34K
$320K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.31K- 5.22% |
$315K - $317K
|
114K
$5.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6.33K- 9.04% |
$316K - $318K
|
63.7K
$3.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-6.42K- 7.55% |
$321K - $323K
|
78.6K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.61K- 49.66% |
$330K - $332K
|
6.7K
$339K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.68K- 39.59% |
$333K - $336K
|
10.2K
$515K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-6.79K- 2.01% |
$339K - $341K
|
330K
$16.7M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.83K- 8.09% |
$341K - $343K
|
77.5K
$3.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.86K- 2.18% |
$343K - $345K
|
308K
$15.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-6.86K- 44.48% |
$343K - $345K
|
8.57K
$433K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-6.88K- 19.69% |
$344K - $346K
|
28.1K
$1.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.93K- 29.18% |
$346K - $348K
|
16.8K
$850K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.98K- 6.4% |
$348K - $351K
|
102K
$5.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-6.98K- 22.32% |
$349K - $351K
|
24.3K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-7.01K- 19.44% |
$350K - $352K
|
29.1K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-7.1K- 50.35% |
$355K - $357K
|
7K
$354K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-7.16K- 26.69% |
$358K - $360K
|
19.7K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.19K- 5.6% |
$359K - $361K
|
121K
$6.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7.25K- 35.49% |
$362K - $364K
|
13.2K
$665K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.37K- 53.37% |
$368K - $370K
|
6.44K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-7.68K- 8.56% |
$384K - $386K
|
82.1K
$4.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-7.7K- 5.01% |
$384K - $387K
|
146K
$7.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-7.71K- 38.55% |
$385K - $387K
|
12.3K
$621K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.77K- 8.2% |
$388K - $390K
|
87K
$4.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-7.8K- 14.33% |
$390K - $392K
|
46.7K
$2.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.84K- 3.54% |
$392K - $394K
|
214K
$10.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-7.9K- 7.65% |
$395K - $397K
|
95.4K
$4.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.99K- 34.77% |
$399K - $402K
|
15K
$757K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.18K- 5.49% |
$408K - $411K
|
141K
$7.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.18K- 2.21% |
$409K - $411K
|
362K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8.22K- 36.8% |
$411K - $413K
|
14.1K
$713K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-8.23K- 15.73% |
$411K - $413K
|
44.1K
$2.23M
|