Latest Institutional Transactions on Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Tr Ultra Short I (JPST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.9KNew |
$598K - $601K
|
11.9K
$602K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-299- 2.75% |
$15K - $15.1K
|
10.6K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
71.8KNew |
$3.6M - $3.62M
|
71.8K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
389+ 7.03% |
$19.5K - $19.6K
|
5.92K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
104KNew |
$5.23M - $5.25M
|
104K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.68KNew |
$184K - $185K
|
3.68K
$185K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.56K- 39.03% |
$128K - $129K
|
4K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.2K- 97.69% |
$913K - $918K
|
430
$21.7K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
142New |
$7.12K - $7.15K
|
142
$7.16K
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
75KNew |
$3.76M - $3.78M
|
75K
$3.78M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.62K- 21.2% |
$80.9K - $81.3K
|
6K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
90+ 1.51% |
$4.51K - $4.53K
|
6.06K
$305K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
169KNew |
$8.48M - $8.52M
|
169K
$8.53M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.57K- 38.43% |
$129K - $129K
|
4.12K
$208K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
22.8KNew |
$1.14M - $1.15M
|
22.8K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-19.4K- 51.06% |
$974K - $978K
|
18.6K
$939K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.22K+ 140.78% |
$362K - $363K
|
12.3K
$622K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-54.7K- 74.44% |
$2.74M - $2.76M
|
18.8K
$947K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-9.94K- 46.92% |
$498K - $501K
|
11.2K
$567K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.18KNew |
$209K - $210K
|
4.18K
$211K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
7.04KNew |
$353K - $354K
|
7.04K
$355K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
68+ 0.94% |
$3.41K - $3.42K
|
7.3K
$368K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.68KNew |
$335K - $337K
|
6.68K
$337K
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-250K- 93.86% |
$12.5M - $12.6M
|
16.4K
$825K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-157- 2.91% |
$7.87K - $7.91K
|
5.24K
$264K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-168K- 97.59% |
$8.41M - $8.45M
|
4.15K
$209K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$6.82K - $6.85K
|
136
$6.86K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
6.88K+ 29.73% |
$345K - $347K
|
30K
$1.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-61K- 91.2% |
$3.06M - $3.07M
|
5.89K
$297K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.63KNew |
$81.4K - $81.8K
|
1.63K
$81.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-342K- 85.99% |
$17.1M - $17.2M
|
55.7K
$2.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.53KNew |
$76.4K - $76.8K
|
1.53K
$76.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-800- 5.37% |
$40.1K - $40.3K
|
14.1K
$710K
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-118K- 82.27% |
$5.91M - $5.93M
|
25.4K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-37.9K- 90.06% |
$1.9M - $1.91M
|
4.19K
$211K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10.2K+ 19.64% |
$513K - $515K
|
62.3K
$3.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-296- 2.21% |
$14.8K - $14.9K
|
13.1K
$660K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
28.1K+ 7.69% |
$1.41M - $1.42M
|
394K
$19.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.87K- 48.69% |
$194K - $195K
|
4.08K
$206K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.4KNew |
$271K - $272K
|
5.4K
$272K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-125Closed |
$6.25K - $6.28K
|
0
$0
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6KNew |
$300K - $302K
|
6K
$303K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.95KNew |
$298K - $299K
|
5.95K
$300K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
48.5KNew |
$2.43M - $2.44M
|
48.5K
$2.45M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.3KNew |
$2.27M - $2.28M
|
45.3K
$2.29M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.85KNew |
$342K - $344K
|
6.85K
$345K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
38.6KNew |
$1.93M - $1.94M
|
38.6K
$1.95M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
640New |
$32K - $32.2K
|
640
$32.3K
|
|