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 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.25K- 2.25% |
$62.5K - $62.8K
|
54.3K
$2.74M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.3K- 3.62% |
$65K - $65.3K
|
34.6K
$1.75M
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.3K- 10.18% |
$65.2K - $65.5K
|
11.5K
$580K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.33K- 68.7% |
$66.5K - $66.8K
|
606
$30.6K
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.37K- 2.49% |
$68.3K - $68.6K
|
53.5K
$2.7M
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.38K- 0.82% |
$68.8K - $69.1K
|
167K
$8.43M
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
SELL
|
- |
-1.44K- 3.22% |
$71.8K - $72.2K
|
43.2K
$2.18M
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.47K- 1.43% |
$73.3K - $73.6K
|
101K
$5.11M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.55K- 21.27% |
$77.4K - $77.8K
|
5.73K
$289K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.59K- 96.83% |
$79.5K - $79.9K
|
52
$2.62K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-1.65K- 74.53% |
$82.5K - $82.9K
|
564
$28.4K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.66K- 21.79% |
$82.8K - $83.2K
|
5.95K
$300K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.66K- 23.24% |
$83.1K - $83.5K
|
5.49K
$277K
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.72K- 11.39% |
$86K - $86.4K
|
13.4K
$675K
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.77K- 10.6% |
$88.3K - $88.7K
|
14.9K
$751K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-1.77K- 0.96% |
$88.6K - $89K
|
182K
$9.17M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.79K- 3.68% |
$89.5K - $89.9K
|
46.9K
$2.36M
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.83K- 28.87% |
$91.4K - $91.8K
|
4.5K
$227K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.86K- 3.84% |
$93.2K - $93.7K
|
46.6K
$2.35M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.87K- 93.04% |
$93.6K - $94.1K
|
140
$7.06K
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.92K- 1.35% |
$95.8K - $96.2K
|
140K
$7.04M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.97K- 16.35% |
$98.3K - $98.7K
|
10.1K
$507K
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.98K- 17.44% |
$98.8K - $99.3K
|
9.36K
$472K
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.1K- 22.87% |
$105K - $106K
|
7.09K
$358K
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.13K- 26.37% |
$106K - $107K
|
5.94K
$299K
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 1.09% |
$107K - $107K
|
194K
$9.8M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.15K- 6.68% |
$108K - $108K
|
30.1K
$1.52M
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
SELL
|
- |
-2.19K- 6.12% |
$109K - $110K
|
33.5K
$1.69M
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.25K- 25.15% |
$112K - $113K
|
6.69K
$337K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.25K- 16.06% |
$113K - $113K
|
11.8K
$593K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-2.28K- 2.02% |
$114K - $114K
|
111K
$5.57M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.32K- 4.73% |
$116K - $117K
|
46.8K
$2.36M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.39K- 0.47% |
$120K - $120K
|
510K
$25.7M
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-2.43K- 3.5% |
$121K - $122K
|
67K
$3.38M
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-2.44K- 4.51% |
$122K - $122K
|
51.6K
$2.6M
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-2.5K- 3.85% |
$125K - $125K
|
62.4K
$3.14M
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.53K- 31.41% |
$126K - $127K
|
5.52K
$278K
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.58K- 6.35% |
$129K - $130K
|
38.1K
$1.92M
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.59K- 1.84% |
$130K - $130K
|
139K
$6.99M
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.67K- 5.83% |
$133K - $134K
|
43K
$2.17M
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.74K- 26.72% |
$137K - $137K
|
7.5K
$378K
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.75K- 26.52% |
$138K - $138K
|
7.62K
$384K
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-2.85K- 9.55% |
$143K - $143K
|
27K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.86K- 14.26% |
$143K - $144K
|
17.2K
$866K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.89K- 20.14% |
$144K - $145K
|
11.5K
$578K
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.01K- 2.73% |
$151K - $151K
|
107K
$5.41M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-3.08K- 6.75% |
$154K - $155K
|
42.5K
$2.14M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.19K- 9.89% |
$159K - $160K
|
29.1K
$1.46M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.3K- 11.61% |
$165K - $166K
|
25.1K
$1.27M
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-3.35K- 2.94% |
$168K - $169K
|
111K
$5.58M
|