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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.2KNew |
$1.01M - $1.02M
|
20.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.85KNew |
$342K - $344K
|
6.85K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.13K- 26.37% |
$106K - $107K
|
5.94K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
97.4K+ 140.28% |
$4.87M - $4.9M
|
167K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.1KNew |
$1.85M - $1.86M
|
37.1K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
40KNew |
$2M - $2.01M
|
40K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-6.92K- 62.94% |
$346K - $348K
|
4.07K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.06K- 9.36% |
$52.9K - $53.2K
|
10.3K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-20.7K- 73.23% |
$1.03M - $1.04M
|
7.55K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-11KClosed |
$550K - $553K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
8.94KNew |
$447K - $449K
|
8.94K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-740K- 98.01% |
$37M - $37.2M
|
15.1K
$759K
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
4.75KNew |
$238K - $239K
|
4.75K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.91K- 83.63% |
$495K - $498K
|
1.94K
$97.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 40.63% |
$1.3K - $1.31K
|
90
$4.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$38.8K - $38.9K
|
775
$39.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-17- 0.14% |
$850 - $854
|
12K
$604K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.74K- 26.72% |
$137K - $137K
|
7.5K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
12.5KNew |
$625K - $628K
|
12.5K
$630K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150New |
$7.5K - $7.54K
|
150
$7.56K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
51+ 0.88% |
$2.55K - $2.56K
|
5.88K
$296K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-500- 71.43% |
$25K - $25.1K
|
200
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-4.94K- 13.95% |
$247K - $248K
|
30.5K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
203+ 0.87% |
$10.2K - $10.2K
|
23.6K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.15% |
$750 - $754
|
10.3K
$518K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-9.12K- 8.64% |
$456K - $458K
|
96.5K
$4.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-3.95K- 47.88% |
$198K - $198K
|
4.3K
$217K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-30.2K- 85.84% |
$1.51M - $1.52M
|
4.99K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.33K- 68.7% |
$66.5K - $66.8K
|
606
$30.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-6.31K- 56.39% |
$315K - $317K
|
4.88K
$246K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
SELL
|
- |
-663- 14.87% |
$33.2K - $33.3K
|
3.8K
$191K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-652- 8.25% |
$32.6K - $32.8K
|
7.25K
$366K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
108KNew |
$5.4M - $5.43M
|
108K
$5.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.49K+ 26.25% |
$124K - $125K
|
12K
$604K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.67K- 43.99% |
$184K - $184K
|
4.67K
$236K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
112K+ 252.12% |
$5.61M - $5.64M
|
157K
$7.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-16K- 59.24% |
$798K - $802K
|
11K
$554K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.79KNew |
$390K - $391K
|
7.79K
$393K
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
4.78KNew |
$239K - $240K
|
4.78K
$241K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-7.12K- 80.12% |
$356K - $358K
|
1.77K
$89K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
500New |
$25K - $25.1K
|
500
$25.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
5.11KNew |
$255K - $257K
|
5.11K
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-1.65K- 74.53% |
$82.5K - $82.9K
|
564
$28.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
56.7KNew |
$2.84M - $2.85M
|
56.7K
$2.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-229- 68.98% |
$11.5K - $11.5K
|
103
$5.19K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-829- 8.92% |
$41.5K - $41.7K
|
8.47K
$427K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
108New |
$5.4K - $5.43K
|
108
$5.45K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.5K- 68.0% |
$425K - $427K
|
4K
$202K
|