Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
103New |
$5.15K - $5.18K
|
103
$5.2K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80New |
$4K - $4.02K
|
80
$4.04K
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
68+ 0.56% |
$3.4K - $3.42K
|
12.3K
$620K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
63+ 1.37% |
$3.15K - $3.17K
|
4.65K
$234K
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
59+ 0.27% |
$2.95K - $2.96K
|
22.2K
$1.12M
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
53New |
$2.65K - $2.66K
|
53
$2.67K
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
51+ 0.88% |
$2.55K - $2.56K
|
5.88K
$296K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
50New |
$2.5K - $2.51K
|
50
$2.52K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
45+ 0.19% |
$2.25K - $2.26K
|
23.6K
$1.19M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
41+ 0.61% |
$2.05K - $2.06K
|
6.76K
$341K
|
|
Jan 27, 2023
Q4 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
34+ 0.85% |
$1.7K - $1.71K
|
4.06K
$205K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
34+ 0.5% |
$1.7K - $1.71K
|
6.89K
$348K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 40.63% |
$1.3K - $1.31K
|
90
$4.54K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.32% |
$1.25K - $1.26K
|
7.93K
$400K
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
23+ 0.55% |
$1.15K - $1.16K
|
4.21K
$212K
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
21+ 0.4% |
$1.05K - $1.06K
|
5.31K
$268K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 0.88% |
$950 - $955
|
2.17K
$110K
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17+ 0.69% |
$850 - $854
|
2.49K
$126K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
17+ 0.34% |
$850 - $854
|
5.03K
$254K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$50 - $50.3
|
1
$50.5
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.75% |
$50 - $50.3
|
135
$6.81K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5- 0.41% |
$250 - $251
|
1.21K
$61K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-5- 83.33% |
$250 - $251
|
1
$50.5
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-10- 0.21% |
$500 - $503
|
4.86K
$245K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.15% |
$750 - $754
|
10.3K
$518K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-17- 0.14% |
$850 - $854
|
12K
$604K
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-38- 0.07% |
$1.9K - $1.91K
|
52.7K
$2.66M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-39- 0.33% |
$1.95K - $1.96K
|
11.9K
$600K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 0.34% |
$2.05K - $2.06K
|
11.9K
$599K
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-53- 0.99% |
$2.65K - $2.66K
|
5.31K
$268K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 2.22% |
$3.05K - $3.07K
|
2.68K
$135K
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-67- 0.44% |
$3.35K - $3.37K
|
15.2K
$767K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-68- 0.65% |
$3.4K - $3.42K
|
10.3K
$521K
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-78- 1.76% |
$3.9K - $3.92K
|
4.35K
$219K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-79- 39.9% |
$3.95K - $3.97K
|
119
$6K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-100- 7.3% |
$5K - $5.03K
|
1.27K
$64.1K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-100- 66.67% |
$5K - $5.03K
|
50
$2.52K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.47% |
$5.05K - $5.08K
|
21.5K
$1.08M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-125Closed |
$6.25K - $6.28K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-148- 0.6% |
$7.4K - $7.44K
|
24.5K
$1.24M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-164- 2.28% |
$8.2K - $8.24K
|
7.04K
$355K
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-177- 0.15% |
$8.85K - $8.89K
|
121K
$6.1M
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-187- 0.15% |
$9.35K - $9.4K
|
123K
$6.22M
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-197- 2.11% |
$9.85K - $9.9K
|
9.13K
$460K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-202- 2.77% |
$10.1K - $10.2K
|
7.09K
$358K
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-220- 2.43% |
$11K - $11.1K
|
8.83K
$445K
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-226- 0.94% |
$11.3K - $11.4K
|
23.8K
$1.2M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-229- 68.98% |
$11.5K - $11.5K
|
103
$5.2K
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-261- 4.63% |
$13.1K - $13.1K
|
5.38K
$271K
|