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 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
104K+ 9.73% |
$5.19M - $5.21M
|
1.17M
$58.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
104K+ 81.28% |
$5.18M - $5.21M
|
231K
$11.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
103KNew |
$5.17M - $5.19M
|
103K
$5.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
103K+ 21.75% |
$5.13M - $5.15M
|
574K
$28.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
99.8K+ 178.21% |
$4.99M - $5.01M
|
156K
$7.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
97.4K+ 140.28% |
$4.87M - $4.9M
|
167K
$8.41M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
96.3K+ 97.1% |
$4.82M - $4.84M
|
196K
$9.86M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
93.3KNew |
$4.67M - $4.69M
|
93.3K
$4.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
91.9K+ 289.47% |
$4.6M - $4.62M
|
124K
$6.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
91.4K+ 9.43% |
$4.57M - $4.59M
|
1.06M
$53.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
91.2KNew |
$4.56M - $4.58M
|
91.2K
$4.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
88.3KNew |
$4.42M - $4.44M
|
88.3K
$4.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
86K+ 412.63% |
$4.3M - $4.32M
|
107K
$5.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
85.3KNew |
$4.26M - $4.28M
|
85.3K
$4.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
85.1K+ 639.32% |
$4.25M - $4.28M
|
98.4K
$4.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
85KNew |
$4.25M - $4.27M
|
85K
$4.29M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
80.4K+ 253.42% |
$4.02M - $4.04M
|
112K
$5.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
78.7K+ 27.53% |
$3.93M - $3.95M
|
364K
$18.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
78.3K+ 7.68% |
$3.92M - $3.94M
|
1.1M
$55.4M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
75.5K+ 809.81% |
$3.77M - $3.79M
|
84.8K
$4.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
74.2K+ 24.13% |
$3.71M - $3.73M
|
382K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.5K+ 26.87% |
$3.67M - $3.69M
|
347K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
73.3K+ 108.0% |
$3.67M - $3.68M
|
141K
$7.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
73.3K+ 30.66% |
$3.66M - $3.68M
|
312K
$15.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
73.1K+ 13.11% |
$3.66M - $3.68M
|
631K
$31.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
70.7KNew |
$3.54M - $3.55M
|
70.7K
$3.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
70.5K+ 323.05% |
$3.52M - $3.54M
|
92.3K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
70.4K+ 14.78% |
$3.52M - $3.54M
|
547K
$27.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
67.9KNew |
$3.4M - $3.41M
|
67.9K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
67.9KNew |
$3.4M - $3.41M
|
67.9K
$3.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
66.2K+ 156.61% |
$3.31M - $3.33M
|
108K
$5.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
66.2K+ 33.52% |
$3.31M - $3.33M
|
264K
$13.3M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
66.1K+ 1011.08% |
$3.3M - $3.32M
|
72.6K
$3.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65.2K+ 124.4% |
$3.26M - $3.28M
|
118K
$5.93M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
64K+ 571.87% |
$3.2M - $3.22M
|
75.2K
$3.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
63.2KNew |
$3.16M - $3.18M
|
63.2K
$3.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
62K+ 107.54% |
$3.1M - $3.12M
|
120K
$6.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
61.6KNew |
$3.08M - $3.09M
|
61.6K
$3.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
61.5KNew |
$3.07M - $3.09M
|
61.5K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
60.4K+ 1276.35% |
$3.02M - $3.04M
|
65.2K
$3.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
60.3K+ 71.59% |
$3.02M - $3.03M
|
145K
$7.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
59.8K+ 13.16% |
$2.99M - $3.01M
|
514K
$25.9M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
58.8KNew |
$2.94M - $2.95M
|
58.8K
$2.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
57.5KNew |
$2.88M - $2.89M
|
57.5K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
57.3K+ 22.01% |
$2.86M - $2.88M
|
317K
$16M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
56.7KNew |
$2.84M - $2.85M
|
56.7K
$2.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
56.2KNew |
$2.81M - $2.82M
|
56.2K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
56KNew |
$2.8M - $2.81M
|
56K
$2.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
54.5KNew |
$2.72M - $2.74M
|
54.5K
$2.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54.1KNew |
$2.71M - $2.72M
|
54.1K
$2.73M
|