Latest Institutional Purchases of Jp Morgan ETF Tr Ultra Short I (JPST)
This list provides information on the latest institutional transactions involving Jp Morgan ETF Tr Ultra Short I (JPST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10.2K+ 19.64% |
$513K - $515K
|
62.3K
$3.15M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.22K+ 140.78% |
$362K - $363K
|
12.3K
$624K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
7.04KNew |
$353K - $354K
|
7.04K
$356K
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
6.88K+ 29.73% |
$345K - $347K
|
30K
$1.52M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.68KNew |
$335K - $337K
|
6.68K
$338K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.4KNew |
$271K - $272K
|
5.4K
$273K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.18KNew |
$209K - $210K
|
4.18K
$211K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.8K+ 1890.05% |
$190K - $191K
|
4K
$202K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.68KNew |
$184K - $185K
|
3.68K
$186K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.63KNew |
$81.4K - $81.8K
|
1.63K
$82.2K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.53KNew |
$76.4K - $76.8K
|
1.53K
$77.1K
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
1.28KNew |
$64.4K - $64.7K
|
1.28K
$65K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
389+ 7.03% |
$19.5K - $19.6K
|
5.92K
$300K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
142New |
$7.12K - $7.15K
|
142
$7.18K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$6.82K - $6.85K
|
136
$6.88K
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
90+ 1.51% |
$4.51K - $4.53K
|
6.06K
$306K
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
68+ 0.94% |
$3.41K - $3.42K
|
7.3K
$369K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
231KNew |
$11.5M - $11.6M
|
231K
$11.7M
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
112K+ 252.12% |
$5.61M - $5.64M
|
157K
$7.92M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
108KNew |
$5.4M - $5.43M
|
108K
$5.47M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
97.4K+ 140.28% |
$4.87M - $4.9M
|
167K
$8.44M
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
61.5KNew |
$3.07M - $3.09M
|
61.5K
$3.11M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
56.7KNew |
$2.84M - $2.85M
|
56.7K
$2.87M
|
|
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
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
38.6KNew |
$1.93M - $1.94M
|
38.6K
$1.95M
|
|
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
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.6K+ 117.7% |
$1.48M - $1.49M
|
54.8K
$2.77M
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.2KNew |
$1.01M - $1.02M
|
20.2K
$1.02M
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
17.8K+ 168.05% |
$891K - $895K
|
28.4K
$1.44M
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
12.9K+ 58.94% |
$646K - $649K
|
34.8K
$1.76M
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
12.5KNew |
$625K - $628K
|
12.5K
$632K
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
8.94KNew |
$447K - $449K
|
8.94K
$452K
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.79KNew |
$390K - $391K
|
7.79K
$394K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.85KNew |
$342K - $344K
|
6.85K
$346K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.85KNew |
$342K - $344K
|
6.85K
$346K
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6KNew |
$300K - $302K
|
6K
$304K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.95KNew |
$298K - $299K
|
5.95K
$301K
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
5.11KNew |
$255K - $257K
|
5.11K
$258K
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
4.78KNew |
$239K - $240K
|
4.78K
$242K
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
4.75KNew |
$238K - $239K
|
4.75K
$240K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
4.33K+ 5.01% |
$216K - $218K
|
90.8K
$4.59M
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.32KNew |
$216K - $217K
|
4.32K
$219K
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.49K+ 26.25% |
$124K - $125K
|
12K
$606K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$67.4K - $67.7K
|
1.35K
$68.1K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$38.8K - $38.9K
|
775
$39.2K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
640New |
$32K - $32.2K
|
640
$32.4K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
625New |
$31.3K - $31.4K
|
625
$31.6K
|