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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-149K- 42.38% |
$7.46M - $7.51M
|
203K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-150K- 43.77% |
$7.5M - $7.54M
|
193K
$9.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-152K- 88.34% |
$7.57M - $7.61M
|
20K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-155K- 44.79% |
$7.74M - $7.79M
|
191K
$9.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-159K- 98.28% |
$7.93M - $7.98M
|
2.78K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-169K- 56.81% |
$8.46M - $8.51M
|
129K
$6.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-170K- 63.24% |
$8.47M - $8.52M
|
98.6K
$4.99M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-171K- 92.76% |
$8.55M - $8.6M
|
13.4K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-173K- 43.54% |
$8.63M - $8.68M
|
224K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-195K- 3.77% |
$9.72M - $9.78M
|
4.97M
$251M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-197K- 52.29% |
$9.85M - $9.91M
|
180K
$9.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-204K- 93.56% |
$10.2M - $10.3M
|
14K
$710K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-222K- 12.81% |
$11.1M - $11.2M
|
1.51M
$76.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-328K- 13.53% |
$16.4M - $16.5M
|
2.1M
$106M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-387K- 42.67% |
$19.3M - $19.4M
|
520K
$26.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-401K- 33.37% |
$20M - $20.1M
|
800K
$40.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-414K- 62.63% |
$20.7M - $20.8M
|
247K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-418K- 20.06% |
$20.9M - $21M
|
1.66M
$84.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-420K- 76.62% |
$21M - $21.1M
|
128K
$6.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-430K- 35.32% |
$21.5M - $21.6M
|
788K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-445K- 5.27% |
$22.2M - $22.4M
|
8M
$405M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-466K- 60.4% |
$23.3M - $23.4M
|
305K
$15.4M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-472K- 42.17% |
$23.6M - $23.7M
|
647K
$32.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-501K- 80.94% |
$25M - $25.2M
|
118K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-845K- 92.61% |
$42.2M - $42.5M
|
67.5K
$3.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-855K- 92.69% |
$42.7M - $43M
|
67.5K
$3.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.15M- 38.53% |
$57.2M - $57.5M
|
1.83M
$92.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2M- 17.36% |
$99.8M - $100M
|
9.51M
$481M
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-2.14M- 98.01% |
$107M - $108M
|
43.6K
$2.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-2.37M- 65.82% |
$118M - $119M
|
1.23M
$62.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.99M- 4.99% |
$149M - $150M
|
57M
$2.88B
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-5.09M- 95.88% |
$254M - $256M
|
219K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.72M- 89.83% |
$286M - $287M
|
648K
$32.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.25M- 89.24% |
$412M - $414M
|
994K
$50.3M
|