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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.52K- 79.61% |
$176K - $177K
|
901
$45.4K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.52K- 15.68% |
$176K - $177K
|
18.9K
$954K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-3.65K- 36.46% |
$183K - $183K
|
6.36K
$321K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.67K- 43.99% |
$184K - $184K
|
4.67K
$236K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.77K- 8.62% |
$189K - $189K
|
40K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.8K- 1.73% |
$190K - $191K
|
216K
$10.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.82K- 26.29% |
$191K - $192K
|
10.7K
$539K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-3.95K- 47.88% |
$198K - $198K
|
4.3K
$217K
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-4.03K- 0.98% |
$201K - $202K
|
408K
$20.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.03K- 18.69% |
$202K - $203K
|
17.6K
$885K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.06K- 2.64% |
$203K - $204K
|
150K
$7.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-4.23K- 2.56% |
$211K - $212K
|
161K
$8.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.45K- 24.62% |
$223K - $224K
|
13.6K
$687K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.53K- 4.13% |
$226K - $228K
|
105K
$5.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.61K- 9.87% |
$230K - $232K
|
42.1K
$2.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.63K- 3.0% |
$232K - $233K
|
150K
$7.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 1.46% |
$237K - $238K
|
319K
$16.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.75K- 16.13% |
$237K - $239K
|
24.7K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.87K- 2.11% |
$243K - $245K
|
226K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-4.94K- 13.95% |
$247K - $248K
|
30.5K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4.94K- 2.56% |
$247K - $248K
|
188K
$9.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.18K- 13.62% |
$259K - $260K
|
32.9K
$1.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.2K- 2.06% |
$260K - $261K
|
248K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-5.29K- 21.47% |
$264K - $266K
|
19.3K
$974K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.4K- 20.58% |
$270K - $271K
|
20.8K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.46K- 17.25% |
$273K - $274K
|
26.2K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.48K- 6.52% |
$274K - $276K
|
78.7K
$3.97M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.53KClosed |
$276K - $278K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5.62K- 16.11% |
$281K - $282K
|
29.2K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-5.75K- 15.92% |
$288K - $289K
|
30.4K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-5.84K- 50.85% |
$292K - $293K
|
5.64K
$285K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-5.84K- 8.42% |
$292K - $293K
|
63.5K
$3.2M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-5.86K- 15.27% |
$293K - $294K
|
32.5K
$1.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.9K- 8.47% |
$295K - $296K
|
63.7K
$3.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.9K- 25.32% |
$295K - $297K
|
17.4K
$878K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-5.92K- 59.36% |
$296K - $297K
|
4.05K
$204K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-6.07K- 2.88% |
$304K - $305K
|
205K
$10.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-6.12K- 15.15% |
$306K - $308K
|
34.3K
$1.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-6.14K- 6.34% |
$307K - $309K
|
90.6K
$4.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-6.17K- 31.09% |
$308K - $310K
|
13.7K
$689K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6.17K- 46.04% |
$309K - $310K
|
7.23K
$365K
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-6.24K- 9.22% |
$312K - $313K
|
61.4K
$3.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-6.31K- 56.39% |
$315K - $317K
|
4.88K
$246K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.35K- 37.95% |
$318K - $319K
|
10.4K
$524K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.41K- 6.42% |
$321K - $322K
|
93.5K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.51K- 3.86% |
$325K - $327K
|
162K
$8.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.53K- 19.26% |
$327K - $328K
|
27.4K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6.68K- 36.24% |
$334K - $335K
|
11.7K
$592K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.85K- 16.68% |
$342K - $344K
|
34.2K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-6.92K- 62.94% |
$346K - $348K
|
4.07K
$205K
|