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 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-78.1K- 35.09% |
$3.91M - $3.93M
|
145K
$7.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-82.2K- 14.35% |
$4.11M - $4.13M
|
491K
$24.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-88.8K- 2.43% |
$4.44M - $4.46M
|
3.56M
$180M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-90.2K- 80.2% |
$4.51M - $4.53M
|
22.3K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-93.6K- 11.49% |
$4.68M - $4.7M
|
721K
$36.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-93.9K- 20.86% |
$4.69M - $4.72M
|
356K
$18M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-96.3K- 32.35% |
$4.81M - $4.84M
|
201K
$10.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-99.3K- 26.52% |
$4.96M - $4.99M
|
275K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100K- 19.06% |
$5M - $5.03M
|
425K
$21.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102K- 4.43% |
$5.12M - $5.15M
|
2.21M
$111M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-103K- 46.35% |
$5.13M - $5.15M
|
119K
$5.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-104K- 15.61% |
$5.21M - $5.24M
|
563K
$28.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-108K- 31.29% |
$5.42M - $5.44M
|
238K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-112K- 43.46% |
$5.58M - $5.61M
|
145K
$7.33M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 19.99% |
$5.89M - $5.92M
|
471K
$23.8M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-129K- 68.37% |
$6.47M - $6.51M
|
59.9K
$3.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-130K- 3.21% |
$6.49M - $6.53M
|
3.92M
$198M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-131K- 38.75% |
$6.57M - $6.6M
|
208K
$10.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-143K- 93.53% |
$7.14M - $7.18M
|
9.88K
$498K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-144K- 15.39% |
$7.18M - $7.21M
|
789K
$39.8M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-157K- 21.55% |
$7.86M - $7.9M
|
572K
$28.9M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-157K- 92.4% |
$7.87M - $7.9M
|
12.9K
$652K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
SELL
|
- |
-164K- 71.0% |
$8.19M - $8.23M
|
66.9K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-173K- 46.97% |
$8.66M - $8.7M
|
196K
$9.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-189K- 21.0% |
$9.47M - $9.52M
|
713K
$35.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-191K- 22.8% |
$9.53M - $9.58M
|
645K
$32.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-194K- 65.36% |
$9.7M - $9.75M
|
103K
$5.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-207K- 9.79% |
$10.4M - $10.4M
|
1.91M
$96.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-218K- 6.38% |
$10.9M - $11M
|
3.2M
$161M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-224K- 72.82% |
$11.2M - $11.2M
|
83.5K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-231K- 49.62% |
$11.6M - $11.6M
|
235K
$11.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-245K- 54.05% |
$12.3M - $12.3M
|
208K
$10.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-270K- 21.77% |
$13.5M - $13.6M
|
970K
$48.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-270K- 20.93% |
$13.5M - $13.6M
|
1.02M
$51.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-283K- 37.89% |
$14.2M - $14.2M
|
464K
$23.4M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-292K- 62.41% |
$14.6M - $14.7M
|
176K
$8.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-323K- 46.04% |
$16.1M - $16.2M
|
378K
$19.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-347K- 45.89% |
$17.4M - $17.4M
|
409K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-382K- 74.44% |
$19.1M - $19.2M
|
131K
$6.62M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-495K- 82.18% |
$24.8M - $24.9M
|
107K
$5.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-525K- 31.7% |
$26.3M - $26.4M
|
1.13M
$57.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-740K- 98.01% |
$37M - $37.2M
|
15.1K
$759K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-879K- 99.16% |
$43.9M - $44.2M
|
7.45K
$376K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.09M- 17.89% |
$54.7M - $54.9M
|
5.02M
$253M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.96M- 85.87% |
$98.2M - $98.7M
|
323K
$16.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.02M- 57.51% |
$101M - $102M
|
1.5M
$75.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.07M- 93.7% |
$104M - $104M
|
139K
$7.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-2.36M- 59.73% |
$118M - $119M
|
1.59M
$80.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.07M- 99.89% |
$204M - $205M
|
4.45K
$224K
|