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 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.38KNew |
$468K - $471K
|
9.38K
$474K
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.36KNew |
$467K - $470K
|
9.36K
$473K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.3K+ 0.1% |
$464K - $467K
|
9.3M
$470M
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
9.27KNew |
$463K - $466K
|
9.27K
$468K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.24K+ 12.39% |
$461K - $464K
|
83.8K
$4.23M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.17K+ 111.07% |
$458K - $461K
|
17.4K
$880K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.13K+ 6.6% |
$456K - $459K
|
147K
$7.45M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.94K+ 77.69% |
$447K - $449K
|
20.5K
$1.03M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.74KNew |
$437K - $439K
|
8.74K
$442K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.7KNew |
$434K - $437K
|
8.7K
$440K
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
8.61KNew |
$430K - $432K
|
8.61K
$435K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.06KNew |
$402K - $405K
|
8.06K
$407K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.02K+ 1.57% |
$400K - $403K
|
518K
$26.2M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.97K+ 8.38% |
$398K - $400K
|
103K
$5.2M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.94K+ 22.69% |
$397K - $399K
|
42.9K
$2.17M
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.91K+ 6.18% |
$395K - $397K
|
136K
$6.86M
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.89K+ 8.77% |
$394K - $397K
|
97.9K
$4.94M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.86K+ 7.42% |
$392K - $395K
|
114K
$5.75M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.79KNew |
$389K - $392K
|
7.79K
$394K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
7.42KNew |
$370K - $373K
|
7.42K
$375K
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
7.39K+ 3.13% |
$369K - $372K
|
244K
$12.3M
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.36K+ 13.54% |
$367K - $370K
|
61.7K
$3.11M
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
7.33KNew |
$366K - $368K
|
7.33K
$370K
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.12K+ 2.85% |
$356K - $358K
|
257K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.11K+ 6.68% |
$355K - $357K
|
114K
$5.74M
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
6.99K+ 4.19% |
$349K - $351K
|
174K
$8.79M
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
6.99K+ 9.62% |
$349K - $351K
|
79.6K
$4.02M
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
6.9KNew |
$345K - $347K
|
6.9K
$349K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.84K+ 7.42% |
$341K - $343K
|
99K
$5M
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.75KNew |
$337K - $339K
|
6.75K
$341K
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.69K+ 5.58% |
$334K - $336K
|
127K
$6.39M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
6.66K+ 19.13% |
$332K - $334K
|
41.4K
$2.09M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.64KNew |
$331K - $333K
|
6.64K
$335K
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
6.6K+ 44.11% |
$330K - $332K
|
21.6K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.58K+ 156.66% |
$329K - $331K
|
10.8K
$544K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.5KNew |
$325K - $327K
|
6.5K
$329K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.31K+ 763.0% |
$315K - $317K
|
7.14K
$361K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.31KNew |
$315K - $317K
|
6.31K
$319K
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.21K+ 53.31% |
$310K - $312K
|
17.9K
$903K
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.2KNew |
$310K - $312K
|
6.2K
$313K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.19KNew |
$309K - $311K
|
6.19K
$313K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
6.15K+ 3.91% |
$307K - $309K
|
164K
$8.27M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.03K+ 20.14% |
$301K - $303K
|
36K
$1.82M
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5.98K+ 37.64% |
$299K - $301K
|
21.9K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.98K+ 1.46% |
$299K - $301K
|
417K
$21.1M
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
5.96KNew |
$298K - $300K
|
5.96K
$301K
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.88KNew |
$293K - $295K
|
5.88K
$297K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.8KNew |
$290K - $291K
|
5.8K
$293K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.79K+ 13.85% |
$289K - $291K
|
47.6K
$2.4M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.77K+ 51.74% |
$288K - $290K
|
16.9K
$855K
|