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 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-8.31K- 53.53% |
$415K - $418K
|
7.22K
$365K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.38K- 12.93% |
$418K - $421K
|
56.4K
$2.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.38K- 14.64% |
$419K - $421K
|
48.9K
$2.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9.12K- 6.22% |
$455K - $458K
|
138K
$6.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-9.21K- 2.61% |
$460K - $463K
|
344K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-9.25K- 41.66% |
$462K - $465K
|
12.9K
$654K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-9.39K- 9.04% |
$469K - $472K
|
94.5K
$4.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.48K- 58.79% |
$473K - $476K
|
6.64K
$336K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-9.51K- 6.67% |
$475K - $478K
|
133K
$6.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9.62K- 7.45% |
$480K - $483K
|
119K
$6.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-9.62K- 13.14% |
$481K - $484K
|
63.6K
$3.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-9.71K- 7.92% |
$485K - $488K
|
113K
$5.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-9.96K- 4.68% |
$498K - $501K
|
203K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10K- 25.02% |
$500K - $503K
|
30K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-10.1K- 28.98% |
$502K - $505K
|
24.6K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10.2K- 16.25% |
$510K - $513K
|
52.6K
$2.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-10.3K- 4.45% |
$512K - $515K
|
220K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10.3K- 5.0% |
$512K - $515K
|
195K
$9.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-10.5K- 22.5% |
$522K - $525K
|
36K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.7K- 12.03% |
$536K - $539K
|
78.4K
$3.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.9K- 6.39% |
$544K - $548K
|
160K
$8.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10.9K- 17.92% |
$545K - $549K
|
50K
$2.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11K- 17.78% |
$547K - $551K
|
50.7K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11K- 2.33% |
$548K - $552K
|
461K
$23.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-11.1K- 19.3% |
$553K - $556K
|
46.3K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.3K- 3.49% |
$562K - $566K
|
312K
$15.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-11.3K- 11.52% |
$566K - $569K
|
87K
$4.39M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.4K- 70.15% |
$569K - $573K
|
4.85K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-11.5K- 5.1% |
$573K - $577K
|
214K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 31.39% |
$575K - $579K
|
25.2K
$1.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 63.43% |
$581K - $584K
|
6.7K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11.8K- 70.88% |
$588K - $592K
|
4.84K
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-11.9K- 57.26% |
$594K - $598K
|
8.89K
$449K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12.1K- 47.17% |
$606K - $609K
|
13.6K
$686K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.2K- 19.58% |
$611K - $615K
|
50.3K
$2.54M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.5K- 17.77% |
$626K - $629K
|
58K
$2.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-13.3K- 32.0% |
$664K - $668K
|
28.3K
$1.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-13.6K- 19.86% |
$679K - $684K
|
54.9K
$2.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-13.7K- 27.19% |
$682K - $686K
|
36.6K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-13.9K- 3.99% |
$692K - $696K
|
333K
$16.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-13.9K- 45.02% |
$696K - $700K
|
17K
$859K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14K- 6.9% |
$701K - $705K
|
189K
$9.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-14.2K- 15.38% |
$709K - $714K
|
78.1K
$3.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-14.5K- 10.71% |
$722K - $727K
|
121K
$6.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15K- 31.43% |
$748K - $752K
|
32.7K
$1.65M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15K- 31.43% |
$748K - $752K
|
32.7K
$1.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15.2K- 7.53% |
$757K - $762K
|
186K
$9.4M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.3K- 15.28% |
$766K - $770K
|
85K
$4.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-15.6K- 7.69% |
$777K - $782K
|
187K
$9.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-16.3K- 33.6% |
$815K - $820K
|
32.3K
$1.63M
|