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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.84K+ 2.12% |
$142K - $143K
|
137K
$6.91M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 13.9% |
$141K - $142K
|
23.2K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
2.75KNew |
$137K - $138K
|
2.75K
$139K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.64K+ 5.19% |
$132K - $133K
|
53.5K
$2.71M
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.55K+ 59.68% |
$127K - $128K
|
6.81K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.51K+ 26.19% |
$125K - $126K
|
12.1K
$611K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.5K+ 2.58% |
$125K - $126K
|
99.4K
$5.02M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.49K+ 7.81% |
$124K - $125K
|
34.3K
$1.74M
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 28.51% |
$119K - $120K
|
10.8K
$545K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.35K+ 15.61% |
$117K - $118K
|
17.4K
$881K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
2.31K+ 56.63% |
$116K - $116K
|
6.4K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.31K+ 37.39% |
$115K - $116K
|
8.49K
$429K
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.26K+ 100.67% |
$113K - $114K
|
4.51K
$228K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.25K+ 4.05% |
$112K - $113K
|
57.9K
$2.93M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.25K+ 20.9% |
$112K - $113K
|
13K
$658K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.21K+ 8.08% |
$110K - $111K
|
29.6K
$1.49M
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.19K+ 9.83% |
$110K - $110K
|
24.5K
$1.24M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.18K+ 4.43% |
$109K - $110K
|
51.5K
$2.6M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
2.15K+ 39.73% |
$107K - $108K
|
7.56K
$382K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.13K+ 1.86% |
$106K - $107K
|
117K
$5.91M
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.12K+ 1.69% |
$106K - $106K
|
127K
$6.43M
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.96K+ 0.23% |
$97.7K - $98.3K
|
837K
$42.3M
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.92K+ 1.81% |
$95.6K - $96.2K
|
108K
$5.44M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.9K+ 6.6% |
$95K - $95.6K
|
30.7K
$1.55M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.85KNew |
$92.6K - $93.2K
|
1.85K
$93.7K
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.84K+ 28.65% |
$92.1K - $92.7K
|
8.28K
$419K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.84K+ 73.71% |
$91.8K - $92.4K
|
4.33K
$219K
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.83K+ 33.85% |
$91.3K - $91.9K
|
7.23K
$366K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.81K+ 3.33% |
$90.2K - $90.8K
|
56K
$2.83M
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.76K+ 10.22% |
$88.1K - $88.6K
|
19K
$962K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.74K+ 22.75% |
$86.9K - $87.5K
|
9.39K
$475K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.73KNew |
$86.4K - $86.9K
|
1.73K
$87.5K
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.7K+ 17.91% |
$85K - $85.5K
|
11.2K
$567K
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.63K+ 16.27% |
$81.4K - $81.9K
|
11.7K
$589K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.62K+ 12.95% |
$81K - $81.5K
|
14.1K
$715K
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.54K+ 5.29% |
$76.8K - $77.2K
|
30.6K
$1.55M
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.51K+ 9.08% |
$75.5K - $76K
|
18.2K
$919K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 529.33% |
$74.8K - $75.3K
|
1.78K
$90K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.48K+ 1.15% |
$74K - $74.5K
|
130K
$6.56M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.42K+ 14.67% |
$71.1K - $71.6K
|
11.1K
$563K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 2.56% |
$70.2K - $70.7K
|
56.3K
$2.85M
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.38K+ 0.73% |
$69K - $69.4K
|
191K
$9.67M
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.36K+ 14.49% |
$67.8K - $68.2K
|
10.7K
$542K
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.34K+ 5.69% |
$66.8K - $67.2K
|
24.8K
$1.26M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.33K+ 8.06% |
$66.3K - $66.7K
|
17.8K
$900K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.32KNew |
$66.1K - $66.5K
|
1.32K
$66.9K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.31K+ 8.03% |
$65.4K - $65.8K
|
17.6K
$891K
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
1.31K+ 2.12% |
$65.3K - $65.7K
|
62.9K
$3.18M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.2KNew |
$59.8K - $60.1K
|
1.2K
$60.5K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.16K+ 23.91% |
$58.1K - $58.5K
|
6.03K
$305K
|