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 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
32.1K+ 25.02% |
$1.61M - $1.61M
|
160K
$8.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
32KNew |
$1.6M - $1.61M
|
32K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.1K+ 35.25% |
$1.56M - $1.56M
|
119K
$6.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
30.7K+ 157.35% |
$1.53M - $1.54M
|
50.2K
$2.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
30.5KNew |
$1.53M - $1.53M
|
30.5K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
30.5K+ 5.36% |
$1.52M - $1.53M
|
599K
$30.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
30.2K+ 29.3% |
$1.51M - $1.52M
|
133K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
30.2KNew |
$1.51M - $1.52M
|
30.2K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30.1K+ 2.6% |
$1.51M - $1.51M
|
1.19M
$59.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
29.7K+ 36.16% |
$1.48M - $1.49M
|
112K
$5.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.6K+ 117.7% |
$1.48M - $1.49M
|
54.8K
$2.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
29.3K+ 436.19% |
$1.47M - $1.47M
|
36K
$1.82M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
29.2KNew |
$1.46M - $1.47M
|
29.2K
$1.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
29.2K+ 58.76% |
$1.46M - $1.47M
|
78.9K
$3.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29.1KNew |
$1.45M - $1.46M
|
29.1K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
28.9K+ 18.98% |
$1.45M - $1.45M
|
181K
$9.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
28.8K+ 829.24% |
$1.44M - $1.45M
|
32.3K
$1.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
28.2K+ 95.45% |
$1.41M - $1.42M
|
57.7K
$2.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
27.9K+ 499.41% |
$1.4M - $1.4M
|
33.5K
$1.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
27.6K+ 26.56% |
$1.38M - $1.39M
|
132K
$6.63M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
27.5KNew |
$1.38M - $1.38M
|
27.5K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.3K+ 44.96% |
$1.37M - $1.37M
|
88.2K
$4.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.1K+ 168.26% |
$1.36M - $1.36M
|
43.2K
$2.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
26.6KNew |
$1.33M - $1.33M
|
26.6K
$1.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.5K+ 151.16% |
$1.33M - $1.33M
|
44.1K
$2.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26.1K+ 6.91% |
$1.31M - $1.31M
|
404K
$20.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.1K+ 22.19% |
$1.3M - $1.31M
|
144K
$7.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
26KNew |
$1.3M - $1.31M
|
26K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25.9K+ 28.78% |
$1.29M - $1.3M
|
116K
$5.84M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25.5K+ 37.52% |
$1.27M - $1.28M
|
93.4K
$4.71M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
23.4K+ 358.35% |
$1.17M - $1.18M
|
30K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
23.4KNew |
$1.17M - $1.18M
|
23.4K
$1.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23.2K+ 48.95% |
$1.16M - $1.17M
|
70.6K
$3.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
22.8KNew |
$1.14M - $1.14M
|
22.8K
$1.15M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
22.6KNew |
$1.13M - $1.14M
|
22.6K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.5K+ 42.22% |
$1.12M - $1.13M
|
75.7K
$3.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.2KNew |
$1.11M - $1.12M
|
22.2K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
22.1K+ 2.7% |
$1.11M - $1.11M
|
842K
$42.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
22K+ 309.13% |
$1.1M - $1.1M
|
29.1K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21.8K+ 26.2% |
$1.09M - $1.09M
|
105K
$5.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.3K+ 4.08% |
$1.06M - $1.07M
|
542K
$27.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
21.2KNew |
$1.06M - $1.06M
|
21.2K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
20.7KNew |
$1.04M - $1.04M
|
20.7K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.2KNew |
$1.01M - $1.02M
|
20.2K
$1.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
20.2KNew |
$1.01M - $1.01M
|
20.2K
$1.02M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
20.2KNew |
$1.01M - $1.01M
|
20.2K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
19.9KNew |
$997K - $1M
|
19.9K
$1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.3K+ 44.68% |
$966K - $971K
|
62.5K
$3.15M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
19KNew |
$949K - $954K
|
19K
$957K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
18.8K+ 70.74% |
$942K - $947K
|
45.5K
$2.29M
|