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 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
18.4K+ 680.89% |
$916K - $922K
|
21K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17.9K+ 10.17% |
$894K - $900K
|
194K
$9.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
17.5K+ 2.91% |
$875K - $880K
|
620K
$31.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
17.4K+ 9.04% |
$868K - $873K
|
210K
$10.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
16.7K+ 6.85% |
$836K - $841K
|
261K
$13.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
16.6KNew |
$830K - $836K
|
16.6K
$840K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.6K+ 10.65% |
$829K - $834K
|
173K
$8.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.4KNew |
$821K - $826K
|
16.4K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.4KNew |
$818K - $823K
|
16.4K
$827K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
15.9KNew |
$792K - $797K
|
15.9K
$801K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.7K+ 115.86% |
$786K - $791K
|
29.3K
$1.48M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15.6K+ 53.61% |
$780K - $784K
|
44.7K
$2.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
15.5K+ 5.61% |
$774K - $779K
|
292K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15KNew |
$751K - $755K
|
15K
$759K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 18.7% |
$740K - $744K
|
94K
$4.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
14.7K+ 41.63% |
$734K - $738K
|
50K
$2.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
14.5K+ 8.15% |
$726K - $731K
|
193K
$9.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
14.4K+ 7.75% |
$722K - $726K
|
201K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.5K+ 159.79% |
$672K - $676K
|
21.9K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.9K+ 257.38% |
$644K - $648K
|
17.9K
$905K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.9K+ 10.79% |
$643K - $647K
|
132K
$6.68M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
12.9K+ 7.76% |
$642K - $646K
|
179K
$9.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.6K+ 24.31% |
$627K - $631K
|
64.2K
$3.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
12.5K+ 1.64% |
$622K - $626K
|
772K
$39M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
12.4KNew |
$620K - $623K
|
12.4K
$627K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
12.3K+ 8.03% |
$616K - $620K
|
166K
$8.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.2K+ 92.69% |
$610K - $614K
|
25.4K
$1.28M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
12K+ 100.0% |
$599K - $603K
|
24K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.9K+ 88.69% |
$594K - $598K
|
25.3K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.9K+ 5.12% |
$594K - $597K
|
244K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 27.48% |
$578K - $582K
|
53.7K
$2.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
11.5K+ 55.62% |
$576K - $580K
|
32.3K
$1.63M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11.5K+ 24.67% |
$575K - $578K
|
58.2K
$2.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11.4KNew |
$569K - $572K
|
11.4K
$575K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 9.62% |
$567K - $570K
|
129K
$6.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11K+ 98.75% |
$551K - $554K
|
22.2K
$1.12M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11K+ 985.97% |
$548K - $551K
|
12.1K
$610K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
10.9K+ 15.19% |
$542K - $546K
|
82.3K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.8K+ 21.39% |
$539K - $543K
|
61.3K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.5K+ 5.12% |
$525K - $529K
|
216K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
10.5K+ 1018.7% |
$525K - $528K
|
11.5K
$583K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.4K+ 55.89% |
$521K - $525K
|
29.1K
$1.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.4KNew |
$520K - $523K
|
10.4K
$526K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
10.2K+ 25.94% |
$508K - $511K
|
49.4K
$2.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
10.1K+ 3.56% |
$503K - $506K
|
293K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
10K+ 3.92% |
$502K - $505K
|
266K
$13.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.97K+ 53.22% |
$498K - $501K
|
28.7K
$1.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
9.84K+ 0.53% |
$491K - $494K
|
1.86M
$93.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.47K+ 20.76% |
$473K - $476K
|
55.1K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
9.39KNew |
$469K - $472K
|
9.39K
$474K
|