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 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.5K- 0.18% |
$676K - $680K
|
7.49M
$378M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 37.96% |
$689K - $692K
|
22.5K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-13.9K- 65.31% |
$696K - $699K
|
7.39K
$373K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.1K- 2.37% |
$703K - $706K
|
578K
$29.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.2K- 4.82% |
$709K - $712K
|
280K
$14.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-14.2K- 8.75% |
$709K - $712K
|
148K
$7.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-14.8K- 2.4% |
$739K - $743K
|
601K
$30.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-15.1K- 12.93% |
$756K - $759K
|
102K
$5.13M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15.1K- 15.78% |
$756K - $760K
|
80.7K
$4.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.2K- 20.87% |
$760K - $764K
|
57.6K
$2.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-15.3K- 9.73% |
$766K - $770K
|
142K
$7.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-16K- 59.24% |
$798K - $802K
|
11K
$554K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-16K- 72.91% |
$800K - $804K
|
5.95K
$300K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16.5K- 63.44% |
$823K - $827K
|
9.48K
$478K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-16.7K- 22.76% |
$836K - $840K
|
56.7K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-16.8K- 49.82% |
$838K - $842K
|
16.9K
$851K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-16.8K- 9.94% |
$839K - $843K
|
152K
$7.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-16.8K- 10.75% |
$840K - $844K
|
139K
$7.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17.1K- 3.12% |
$855K - $859K
|
531K
$26.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.2K- 8.13% |
$860K - $864K
|
194K
$9.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-17.3K- 13.35% |
$867K - $871K
|
113K
$5.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-17.7K- 27.9% |
$884K - $889K
|
45.7K
$2.31M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
SELL
|
- |
-17.7K- 21.35% |
$886K - $890K
|
65.3K
$3.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-17.7K- 4.59% |
$886K - $891K
|
368K
$18.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-18.6K- 33.18% |
$928K - $932K
|
37.4K
$1.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-19.2K- 39.84% |
$960K - $965K
|
29K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.4K- 13.0% |
$968K - $973K
|
130K
$6.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.4K- 41.88% |
$969K - $973K
|
26.9K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-20.5K- 17.98% |
$1.03M - $1.03M
|
93.6K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-20.5K- 47.85% |
$1.03M - $1.03M
|
22.4K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-20.6K- 8.76% |
$1.03M - $1.04M
|
215K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-20.7K- 73.23% |
$1.03M - $1.04M
|
7.55K
$381K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.7K- 1.9% |
$1.04M - $1.04M
|
1.07M
$53.9M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20.9K- 14.27% |
$1.04M - $1.05M
|
126K
$6.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-21K- 15.08% |
$1.05M - $1.06M
|
118K
$5.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-21.4K- 41.96% |
$1.07M - $1.08M
|
29.6K
$1.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-21.6K- 9.69% |
$1.08M - $1.09M
|
201K
$10.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22K- 31.85% |
$1.1M - $1.11M
|
47.1K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.1K- 62.96% |
$1.1M - $1.11M
|
13K
$656K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-22.9K- 37.58% |
$1.14M - $1.15M
|
38K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-23K- 22.84% |
$1.15M - $1.15M
|
77.6K
$3.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-23.2K- 28.23% |
$1.16M - $1.17M
|
59K
$2.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-23.3K- 6.37% |
$1.16M - $1.17M
|
342K
$17.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-23.3K- 5.87% |
$1.16M - $1.17M
|
373K
$18.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-23.3K- 14.57% |
$1.17M - $1.17M
|
137K
$6.9M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-24.3K- 8.32% |
$1.22M - $1.22M
|
268K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-24.9K- 12.53% |
$1.25M - $1.25M
|
174K
$8.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.2K- 42.44% |
$1.26M - $1.27M
|
34.2K
$1.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25.3KClosed |
$1.26M - $1.27M
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.4K- 12.43% |
$1.32M - $1.32M
|
186K
$9.36M
|