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 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
148+ 0.2% |
$7.39K - $7.44K
|
73.3K
$3.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
145+ 1.85% |
$7.24K - $7.29K
|
7.98K
$403K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
144+ 1.24% |
$7.19K - $7.24K
|
11.8K
$595K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
134+ 1.75% |
$6.69K - $6.73K
|
7.78K
$393K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
124+ 2.04% |
$6.19K - $6.23K
|
6.21K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
103New |
$5.14K - $5.18K
|
103
$5.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.99K - $5.03K
|
100
$5.05K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
100+ 1.51% |
$4.99K - $5.03K
|
6.72K
$340K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
98New |
$4.89K - $4.92K
|
98
$4.95K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 2.41% |
$4.29K - $4.32K
|
3.65K
$184K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
80+ 1.64% |
$4K - $4.02K
|
4.95K
$250K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
79+ 0.07% |
$3.95K - $3.97K
|
114K
$5.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
76+ 2.83% |
$3.8K - $3.82K
|
2.76K
$139K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
71New |
$3.55K - $3.57K
|
71
$3.59K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
70+ 0.56% |
$3.5K - $3.52K
|
12.6K
$639K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
69+ 1.27% |
$3.45K - $3.47K
|
5.5K
$278K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
67+ 0.3% |
$3.35K - $3.37K
|
22.2K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
63+ 1.26% |
$3.15K - $3.17K
|
5.05K
$255K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
62+ 1.19% |
$3.1K - $3.12K
|
5.28K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51+ 1.14% |
$2.55K - $2.56K
|
4.51K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
51+ 1.13% |
$2.55K - $2.56K
|
4.55K
$230K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
40+ 0.99% |
$2K - $2.01K
|
4.07K
$205K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
31+ 0.73% |
$1.55K - $1.56K
|
4.28K
$216K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30+ 0.41% |
$1.5K - $1.51K
|
7.26K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.48% |
$1.2K - $1.21K
|
5.07K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 0.51% |
$1.15K - $1.16K
|
4.52K
$228K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
22+ 1.1% |
$1.1K - $1.11K
|
2.02K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
17+ 0.41% |
$849 - $854
|
4.18K
$211K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16+ 0.11% |
$799 - $804
|
15.1K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 48.28% |
$699 - $704
|
43
$2.17K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.32% |
$649 - $653
|
4.05K
$205K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$400 - $402
|
8
$404
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 13.95% |
$300 - $302
|
49
$2.48K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
4+ 0.06% |
$200 - $201
|
6.64K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4+ 0.07% |
$200 - $201
|
5.73K
$289K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.77% |
$150 - $151
|
395
$20K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 5.88% |
$49.9 - $50.3
|
18
$909
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6- 0.07% |
$300 - $302
|
8.31K
$420K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-6- 0.08% |
$300 - $302
|
7.31K
$369K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7- 0.12% |
$350 - $352
|
5.77K
$291K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-23- 0.36% |
$1.15K - $1.16K
|
6.36K
$321K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-28- 2.27% |
$1.4K - $1.41K
|
1.21K
$61K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-30- 0.1% |
$1.5K - $1.51K
|
31K
$1.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-34- 1.29% |
$1.7K - $1.71K
|
2.6K
$131K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-38- 1.94% |
$1.9K - $1.91K
|
1.92K
$97K
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-40- 0.69% |
$2K - $2.01K
|
5.72K
$289K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-47- 6.53% |
$2.35K - $2.36K
|
673
$34K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-60- 0.72% |
$3K - $3.02K
|
8.22K
$415K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-60- 5.49% |
$3K - $3.02K
|
1.03K
$52.2K
|