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 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
38.6K+ 8.86% |
$1.93M - $1.94M
|
474K
$23.9M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
36.9K+ 43.86% |
$1.84M - $1.85M
|
121K
$6.11M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36K+ 2106.9% |
$1.8M - $1.81M
|
37.7K
$1.91M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
35K+ 177.57% |
$1.75M - $1.76M
|
54.8K
$2.77M
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
34.4KNew |
$1.72M - $1.73M
|
34.4K
$1.74M
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
33.9K+ 23.66% |
$1.69M - $1.7M
|
177K
$8.96M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.4K+ 13.04% |
$1.67M - $1.68M
|
290K
$14.6M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
32.5K+ 67.94% |
$1.62M - $1.63M
|
80.3K
$4.06M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32.2K+ 7.68% |
$1.61M - $1.62M
|
452K
$22.9M
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
31.7K+ 11.66% |
$1.59M - $1.6M
|
304K
$15.4M
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
31.4K+ 81.29% |
$1.57M - $1.58M
|
70K
$3.54M
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
31.3K+ 31.34% |
$1.57M - $1.57M
|
131K
$6.63M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
30.2K+ 2.5% |
$1.51M - $1.52M
|
1.24M
$62.6M
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
29.5K+ 19.19% |
$1.47M - $1.48M
|
183K
$9.27M
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
28.4K+ 3.03% |
$1.42M - $1.43M
|
963K
$48.7M
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
28K+ 10.63% |
$1.4M - $1.41M
|
291K
$14.7M
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
27.9K+ 39.77% |
$1.39M - $1.4M
|
97.9K
$4.95M
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
27.9K+ 39.77% |
$1.39M - $1.4M
|
97.9K
$4.95M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
27.3K+ 26.26% |
$1.36M - $1.37M
|
131K
$6.62M
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 4.27% |
$1.36M - $1.36M
|
663K
$33.5M
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26.7K+ 45.34% |
$1.33M - $1.34M
|
85.5K
$4.32M
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
26.5K+ 225.83% |
$1.32M - $1.33M
|
38.2K
$1.93M
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
26.1K+ 8.39% |
$1.3M - $1.31M
|
337K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26K+ 5.62% |
$1.3M - $1.31M
|
489K
$24.7M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.1K+ 13.16% |
$1.26M - $1.26M
|
216K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
25K+ 12.24% |
$1.25M - $1.26M
|
230K
$11.6M
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
25K+ 12.57% |
$1.25M - $1.26M
|
224K
$11.3M
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 32.65% |
$1.25M - $1.26M
|
102K
$5.13M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
24.7K+ 6.9% |
$1.23M - $1.24M
|
383K
$19.3M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
24.3K+ 67.1% |
$1.21M - $1.22M
|
60.5K
$3.06M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.7K+ 30.75% |
$1.18M - $1.19M
|
101K
$5.1M
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
23.5K+ 10.98% |
$1.17M - $1.18M
|
238K
$12M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
23.3K+ 16.57% |
$1.17M - $1.17M
|
164K
$8.3M
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
23.3K+ 10.94% |
$1.16M - $1.17M
|
236K
$11.9M
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23.1K+ 7.58% |
$1.15M - $1.16M
|
328K
$16.6M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.8K+ 54.08% |
$1.14M - $1.14M
|
64.8K
$3.28M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.7K+ 6.27% |
$1.14M - $1.14M
|
386K
$19.5M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
22.7K+ 5.09% |
$1.13M - $1.14M
|
468K
$23.7M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.7K+ 1.97% |
$1.13M - $1.14M
|
1.18M
$59.4M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.5K+ 1.62% |
$1.12M - $1.13M
|
1.41M
$71.2M
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
22.4KNew |
$1.12M - $1.13M
|
22.4K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
22.4K+ 60.23% |
$1.12M - $1.12M
|
59.5K
$3.01M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.9K+ 22.05% |
$1.09M - $1.1M
|
121K
$6.12M
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
21.5KNew |
$1.07M - $1.08M
|
21.5K
$1.08M
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
20.5K+ 44.04% |
$1.02M - $1.03M
|
67.1K
$3.39M
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
20.2K+ 5.01% |
$1.01M - $1.02M
|
424K
$21.4M
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
19.5K+ 9.6% |
$976K - $982K
|
223K
$11.3M
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
19.1K+ 24.88% |
$956K - $961K
|
96K
$4.85M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19K+ 4.36% |
$949K - $955K
|
454K
$23M
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
18.7K+ 6.2% |
$936K - $942K
|
321K
$16.2M
|