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 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
5.54K+ 35.58% |
$276K - $278K
|
21.1K
$1.07M
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.48KNew |
$273K - $275K
|
5.48K
$277K
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
5.44K+ 2.36% |
$272K - $273K
|
236K
$11.9M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.38K+ 20.21% |
$269K - $270K
|
32K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.3K+ 3.73% |
$265K - $266K
|
147K
$7.44M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.29KNew |
$264K - $266K
|
5.29K
$267K
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
5.22K+ 6.13% |
$260K - $262K
|
90.3K
$4.56M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.17KNew |
$258K - $260K
|
5.17K
$261K
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5.13K+ 93.18% |
$256K - $258K
|
10.6K
$537K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.95K+ 16.84% |
$247K - $248K
|
34.3K
$1.73M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.9K+ 5.6% |
$245K - $246K
|
92.5K
$4.67M
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.87K+ 21.67% |
$243K - $245K
|
27.3K
$1.38M
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.71K+ 28.64% |
$235K - $237K
|
21.1K
$1.07M
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.66KNew |
$233K - $234K
|
4.66K
$236K
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.59K+ 23.37% |
$229K - $231K
|
24.2K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.5K+ 16.59% |
$225K - $226K
|
31.6K
$1.6M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.38KNew |
$218K - $220K
|
4.38K
$221K
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.33K+ 30.28% |
$216K - $217K
|
18.6K
$940K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.3K+ 18.0% |
$215K - $216K
|
28.2K
$1.42M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.2KNew |
$210K - $211K
|
4.2K
$212K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.18K+ 1.45% |
$209K - $210K
|
293K
$14.8M
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.17K+ 5.0% |
$208K - $210K
|
87.7K
$4.43M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
4.1K+ 0.57% |
$205K - $206K
|
730K
$36.9M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.1KNew |
$205K - $206K
|
4.1K
$207K
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.04KNew |
$202K - $203K
|
4.04K
$204K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.96K+ 11.05% |
$198K - $199K
|
39.8K
$2.01M
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
3.92K+ 2.95% |
$196K - $197K
|
137K
$6.91M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89K+ 74.84% |
$194K - $196K
|
9.09K
$459K
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.88K+ 20.39% |
$194K - $195K
|
22.9K
$1.16M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.81K+ 19.13% |
$190K - $191K
|
23.7K
$1.2M
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.76K+ 1.85% |
$188K - $189K
|
207K
$10.5M
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
3.74K+ 2.22% |
$187K - $188K
|
172K
$8.69M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.66K+ 0.46% |
$183K - $184K
|
801K
$40.5M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.63K+ 0.96% |
$181K - $182K
|
380K
$19.2M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.62K+ 11.03% |
$181K - $182K
|
36.5K
$1.84M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.54K+ 3.17% |
$177K - $178K
|
115K
$5.82M
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.42K+ 289.16% |
$171K - $172K
|
4.6K
$232K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.39K+ 5.06% |
$169K - $171K
|
70.5K
$3.56M
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.39K+ 12.78% |
$169K - $170K
|
29.9K
$1.51M
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.36K+ 1.41% |
$168K - $169K
|
241K
$12.2M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.35K+ 3.05% |
$167K - $168K
|
113K
$5.71M
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.34K+ 5.02% |
$167K - $168K
|
69.8K
$3.53M
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.31K+ 52.26% |
$165K - $166K
|
9.64K
$487K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.21K+ 7.17% |
$161K - $162K
|
48K
$2.43M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.15K+ 78.78% |
$157K - $158K
|
7.14K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.07K+ 9.89% |
$154K - $154K
|
34.1K
$1.72M
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.9K+ 4.67% |
$145K - $146K
|
65K
$3.28M
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.87K+ 18.98% |
$143K - $144K
|
18K
$908K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.85K+ 3.98% |
$143K - $143K
|
74.5K
$3.76M
|