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 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
53.5K+ 226.0% |
$2.68M - $2.69M
|
77.2K
$3.89M
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
51.8K+ 74.23% |
$2.59M - $2.6M
|
122K
$6.13M
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
51.7KNew |
$2.59M - $2.6M
|
51.7K
$2.61M
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
51.5K+ 549.12% |
$2.57M - $2.59M
|
60.8K
$3.07M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
51.4K+ 20.97% |
$2.57M - $2.58M
|
297K
$15M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
50.6K+ 49.68% |
$2.53M - $2.54M
|
152K
$7.68M
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
50K+ 70.47% |
$2.5M - $2.51M
|
121K
$6.1M
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
49.6K+ 44.41% |
$2.48M - $2.49M
|
161K
$8.13M
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
49.5KNew |
$2.48M - $2.49M
|
49.5K
$2.5M
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
48.5KNew |
$2.43M - $2.44M
|
48.5K
$2.45M
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
47.4K+ 89.2% |
$2.37M - $2.38M
|
100K
$5.07M
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
46.7KNew |
$2.34M - $2.35M
|
46.7K
$2.35M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
45.9K+ 116.38% |
$2.29M - $2.31M
|
85.3K
$4.3M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.3KNew |
$2.27M - $2.28M
|
45.3K
$2.28M
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
44.8K+ 136.44% |
$2.24M - $2.25M
|
77.7K
$3.92M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
44.8K+ 10.97% |
$2.24M - $2.25M
|
453K
$22.9M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44.7K+ 48.59% |
$2.23M - $2.25M
|
137K
$6.89M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
44.3K+ 335.27% |
$2.21M - $2.23M
|
57.5K
$2.9M
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
44KNew |
$2.2M - $2.21M
|
44K
$2.22M
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
43.6KNew |
$2.18M - $2.19M
|
43.6K
$2.2M
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
43.3KNew |
$2.17M - $2.18M
|
43.3K
$2.19M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
42.9KNew |
$2.14M - $2.15M
|
42.9K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
42.8KNew |
$2.14M - $2.15M
|
42.8K
$2.16M
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
42.3KNew |
$2.12M - $2.13M
|
42.3K
$2.13M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
42.1KNew |
$2.11M - $2.12M
|
42.1K
$2.12M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
42K+ 10.4% |
$2.1M - $2.11M
|
446K
$22.5M
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
40.1KNew |
$2M - $2.01M
|
40.1K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
40KNew |
$2M - $2.01M
|
40K
$2.02M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
39.9K+ 817.54% |
$1.99M - $2M
|
44.7K
$2.26M
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
39.1KNew |
$1.96M - $1.96M
|
39.1K
$1.97M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
39.1K+ 441.92% |
$1.95M - $1.96M
|
47.9K
$2.42M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
38.6KNew |
$1.93M - $1.94M
|
38.6K
$1.95M
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
38.4K+ 44.78% |
$1.92M - $1.93M
|
124K
$6.25M
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
37.3K+ 756.86% |
$1.86M - $1.87M
|
42.2K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.1KNew |
$1.85M - $1.86M
|
37.1K
$1.87M
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
37K+ 29.28% |
$1.85M - $1.86M
|
163K
$8.23M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
36.8K+ 40.64% |
$1.84M - $1.85M
|
127K
$6.42M
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
36.5K+ 14.57% |
$1.83M - $1.83M
|
287K
$14.5M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
36K+ 7.82% |
$1.8M - $1.81M
|
497K
$25.1M
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
35.8K+ 240.12% |
$1.79M - $1.8M
|
50.7K
$2.56M
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
35.6K+ 38.57% |
$1.78M - $1.79M
|
128K
$6.45M
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
35.6K+ 72.8% |
$1.78M - $1.79M
|
84.5K
$4.26M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
35KNew |
$1.75M - $1.76M
|
35K
$1.76M
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
34.9K+ 78.36% |
$1.74M - $1.75M
|
79.4K
$4M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
34.3KNew |
$1.72M - $1.72M
|
34.3K
$1.73M
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
33.8K+ 126.18% |
$1.69M - $1.7M
|
60.5K
$3.05M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
33.6KNew |
$1.68M - $1.69M
|
33.6K
$1.69M
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
33.3K+ 30.6% |
$1.67M - $1.68M
|
142K
$7.18M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
32.3K+ 11.74% |
$1.62M - $1.62M
|
307K
$15.5M
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
32.3K+ 10.42% |
$1.61M - $1.62M
|
342K
$17.3M
|