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 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-34.3K- 40.27% |
$1.71M - $1.72M
|
50.9K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-34.4K- 100.0% |
$1.72M - $1.73M
|
1
$50.6
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-35.2K- 2.95% |
$1.76M - $1.77M
|
1.16M
$58.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-35.9K- 66.82% |
$1.8M - $1.81M
|
17.8K
$902K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-36.4K- 5.67% |
$1.82M - $1.83M
|
605K
$30.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-36.8K- 22.45% |
$1.84M - $1.85M
|
127K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-38.1K- 18.9% |
$1.91M - $1.92M
|
164K
$8.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-40K- 42.33% |
$2M - $2.01M
|
54.6K
$2.76M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-43.5K- 3.3% |
$2.17M - $2.18M
|
1.27M
$64.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-45K- 39.09% |
$2.25M - $2.26M
|
70.2K
$3.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-46K- 21.91% |
$2.29M - $2.31M
|
164K
$8.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-46.9K- 8.4% |
$2.34M - $2.35M
|
511K
$25.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.2K- 21.34% |
$2.36M - $2.37M
|
174K
$8.8M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-47.6K- 34.36% |
$2.38M - $2.39M
|
90.9K
$4.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-49.3K- 15.73% |
$2.46M - $2.48M
|
264K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54.4K- 11.17% |
$2.72M - $2.73M
|
432K
$21.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-54.5K- 25.94% |
$2.72M - $2.74M
|
156K
$7.87M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-54.6K- 23.28% |
$2.72M - $2.74M
|
180K
$9.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-57.3K- 5.71% |
$2.86M - $2.88M
|
947K
$47.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-58.6K- 91.4% |
$2.93M - $2.94M
|
5.51K
$279K
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-60.4K- 16.31% |
$3.02M - $3.04M
|
310K
$15.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-62.6K- 0.6% |
$3.13M - $3.15M
|
10.4M
$525M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-63.9K- 96.96% |
$3.19M - $3.21M
|
2K
$101K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-64K- 32.81% |
$3.2M - $3.22M
|
131K
$6.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-64.5K- 7.35% |
$3.22M - $3.24M
|
813K
$41.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65.8K- 13.26% |
$3.29M - $3.31M
|
430K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-69.8K- 3.56% |
$3.48M - $3.51M
|
1.89M
$95.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-77K- 98.56% |
$3.85M - $3.87M
|
1.12K
$56.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-77.8K- 50.39% |
$3.89M - $3.91M
|
76.6K
$3.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-78.4K- 52.14% |
$3.92M - $3.94M
|
72K
$3.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-80.2K- 5.18% |
$4M - $4.03M
|
1.47M
$74.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88.7K- 5.1% |
$4.43M - $4.45M
|
1.65M
$83.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-90.5K- 6.54% |
$4.52M - $4.55M
|
1.29M
$65.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-94.8K- 29.98% |
$4.73M - $4.76M
|
221K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-97.3K- 33.52% |
$4.86M - $4.89M
|
193K
$9.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-98.1K- 28.06% |
$4.9M - $4.93M
|
252K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-106K- 40.97% |
$5.3M - $5.33M
|
153K
$7.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-107K- 26.61% |
$5.36M - $5.39M
|
296K
$15M
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-108K- 13.06% |
$5.4M - $5.43M
|
719K
$36.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-109K- 27.4% |
$5.46M - $5.5M
|
290K
$14.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-113K- 74.49% |
$5.64M - $5.68M
|
38.7K
$1.96M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-116K- 10.61% |
$5.78M - $5.82M
|
975K
$49.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-116K- 17.66% |
$5.8M - $5.84M
|
542K
$27.4M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-118K- 28.29% |
$5.88M - $5.92M
|
299K
$15.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-118K- 49.26% |
$5.91M - $5.94M
|
122K
$6.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-130K- 94.03% |
$6.47M - $6.51M
|
8.22K
$416K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-134K- 18.61% |
$6.7M - $6.74M
|
586K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-138K- 13.87% |
$6.88M - $6.93M
|
856K
$43.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-139K- 93.21% |
$6.93M - $6.97M
|
10.1K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-142K- 30.07% |
$7.08M - $7.12M
|
330K
$16.7M
|