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
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-16.6K- 14.6% |
$828K - $833K
|
97K
$4.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-16.6K- 37.49% |
$831K - $836K
|
27.7K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.9K- 19.35% |
$846K - $851K
|
70.6K
$3.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-17.7K- 10.21% |
$881K - $887K
|
155K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-18.2K- 19.29% |
$910K - $916K
|
76.2K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-18.6K- 13.34% |
$926K - $932K
|
121K
$6.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.7K- 15.26% |
$934K - $940K
|
104K
$5.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-18.9K- 4.53% |
$943K - $949K
|
398K
$20.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-19.5K- 7.57% |
$973K - $979K
|
238K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.5K- 2.94% |
$973K - $979K
|
643K
$32.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-19.5K- 14.91% |
$975K - $981K
|
111K
$5.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-19.6K- 65.36% |
$978K - $984K
|
10.4K
$525K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 3.36% |
$987K - $994K
|
569K
$28.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-19.8K- 15.53% |
$991K - $997K
|
108K
$5.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-20.2K- 21.91% |
$1.01M - $1.02M
|
72K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-20.8K- 1.4% |
$1.04M - $1.04M
|
1.46M
$73.9M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-21.2K- 8.17% |
$1.06M - $1.07M
|
238K
$12.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21.6K- 59.24% |
$1.08M - $1.09M
|
14.9K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-21.9K- 3.09% |
$1.1M - $1.1M
|
689K
$34.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-22.3K- 43.93% |
$1.11M - $1.12M
|
28.5K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-22.7K- 39.36% |
$1.14M - $1.14M
|
35K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-23.3K- 7.38% |
$1.16M - $1.17M
|
292K
$14.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.5K- 14.59% |
$1.17M - $1.18M
|
137K
$6.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-23.8K- 8.69% |
$1.19M - $1.2M
|
250K
$12.6M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-24.4K- 36.71% |
$1.22M - $1.23M
|
42.1K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 9.58% |
$1.24M - $1.25M
|
234K
$11.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-25K- 27.83% |
$1.25M - $1.26M
|
64.8K
$3.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-25.8K- 55.34% |
$1.29M - $1.3M
|
20.9K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-26.6K- 27.72% |
$1.33M - $1.34M
|
69.4K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-26.7K- 16.91% |
$1.33M - $1.34M
|
131K
$6.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-26.7K- 4.09% |
$1.33M - $1.34M
|
626K
$31.7M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-27.7K- 13.96% |
$1.38M - $1.39M
|
171K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-28K- 6.12% |
$1.4M - $1.4M
|
429K
$21.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-28.4K- 19.31% |
$1.42M - $1.43M
|
119K
$6M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-28.7K- 30.83% |
$1.43M - $1.44M
|
64.3K
$3.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 5.54% |
$1.44M - $1.45M
|
493K
$24.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-29K- 18.72% |
$1.45M - $1.46M
|
126K
$6.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-29.6K- 50.45% |
$1.48M - $1.49M
|
29K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-29.8K- 36.7% |
$1.49M - $1.5M
|
51.4K
$2.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.2K- 1.13% |
$1.51M - $1.52M
|
2.64M
$133M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-30.2K- 13.16% |
$1.51M - $1.52M
|
199K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-31K- 36.68% |
$1.55M - $1.56M
|
53.5K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-31.6K- 17.57% |
$1.58M - $1.59M
|
148K
$7.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-31.6K- 10.99% |
$1.58M - $1.59M
|
256K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-31.8K- 29.97% |
$1.59M - $1.6M
|
74.3K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-32.5K- 6.3% |
$1.62M - $1.63M
|
483K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32.7K- 29.93% |
$1.63M - $1.64M
|
76.6K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-32.8K- 54.38% |
$1.64M - $1.65M
|
27.5K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-33.8K- 47.69% |
$1.69M - $1.7M
|
37.1K
$1.87M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-33.9K- 58.88% |
$1.69M - $1.7M
|
23.7K
$1.2M
|