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 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
221K+ 32.97% |
$11M - $11.1M
|
890K
$44.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
218K+ 75.55% |
$10.9M - $10.9M
|
506K
$25.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
214K+ 29.86% |
$10.7M - $10.8M
|
932K
$47M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
214K+ 695.29% |
$10.7M - $10.7M
|
245K
$12.3M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
204KNew |
$10.2M - $10.3M
|
204K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
202K+ 25250.0% |
$10.1M - $10.2M
|
203K
$10.2M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
196KNew |
$9.81M - $9.85M
|
196K
$9.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
190K+ 2370.82% |
$9.49M - $9.54M
|
198K
$9.98M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
185K+ 49.65% |
$9.27M - $9.32M
|
559K
$28.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
185K+ 4.98% |
$9.24M - $9.29M
|
3.9M
$197M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
175K+ 746.2% |
$8.77M - $8.82M
|
199K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172K+ 1006.57% |
$8.61M - $8.66M
|
189K
$9.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
172K+ 283.68% |
$8.59M - $8.63M
|
232K
$11.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
171KNew |
$8.54M - $8.58M
|
171K
$8.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
167K+ 54.68% |
$8.33M - $8.37M
|
471K
$23.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
161KNew |
$8.07M - $8.11M
|
161K
$8.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
157K+ 3188.13% |
$7.87M - $7.91M
|
162K
$8.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
157K+ 142.86% |
$7.83M - $7.87M
|
266K
$13.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
156K+ 74.37% |
$7.8M - $7.84M
|
366K
$18.4M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
156K+ 78.91% |
$7.78M - $7.82M
|
353K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
154K+ 58.54% |
$7.71M - $7.75M
|
417K
$21M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
153K+ 3229.62% |
$7.66M - $7.7M
|
158K
$7.96M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
153KNew |
$7.64M - $7.68M
|
153K
$7.71M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
151K+ 230.93% |
$7.56M - $7.6M
|
217K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
151K+ 279.49% |
$7.53M - $7.56M
|
204K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
149K+ 78.79% |
$7.46M - $7.5M
|
339K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
149KNew |
$7.44M - $7.47M
|
149K
$7.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
147K+ 22.71% |
$7.35M - $7.39M
|
794K
$40.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
146K+ 2097.18% |
$7.29M - $7.33M
|
153K
$7.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
145K+ 203.19% |
$7.25M - $7.29M
|
216K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
144KNew |
$7.19M - $7.23M
|
144K
$7.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
143KNew |
$7.16M - $7.2M
|
143K
$7.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
138K+ 122.1% |
$6.89M - $6.92M
|
251K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
136K+ 24.56% |
$6.78M - $6.82M
|
688K
$34.7M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 18.98% |
$6.77M - $6.81M
|
849K
$42.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
134K+ 148.8% |
$6.72M - $6.75M
|
225K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
131K+ 8.53% |
$6.56M - $6.59M
|
1.67M
$84.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
128K+ 104.73% |
$6.38M - $6.41M
|
249K
$12.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
127K+ 42.57% |
$6.33M - $6.36M
|
424K
$21.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
126KNew |
$6.31M - $6.34M
|
126K
$6.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
120K+ 433.23% |
$5.98M - $6.01M
|
147K
$7.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
117KNew |
$5.84M - $5.87M
|
117K
$5.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
112K+ 252.12% |
$5.61M - $5.64M
|
157K
$7.9M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
111K+ 9.97% |
$5.57M - $5.6M
|
1.23M
$61.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 6.1% |
$5.42M - $5.45M
|
1.88M
$95M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
108KNew |
$5.4M - $5.43M
|
108K
$5.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
108K+ 20.38% |
$5.38M - $5.41M
|
636K
$32.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
106K+ 80.21% |
$5.32M - $5.35M
|
239K
$12.1M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
106KNew |
$5.29M - $5.31M
|
106K
$5.33M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
104K+ 109.86% |
$5.21M - $5.23M
|
199K
$10M
|