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 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
18.7K+ 120.48% |
$933K - $937K
|
34.1K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
18.3KNew |
$916K - $921K
|
18.3K
$924K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18.2K+ 59.9% |
$908K - $912K
|
48.5K
$2.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
18.1KNew |
$904K - $909K
|
18.1K
$912K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.9KNew |
$896K - $900K
|
17.9K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.8K+ 182.41% |
$890K - $895K
|
27.6K
$1.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
17.7K+ 4.13% |
$883K - $887K
|
445K
$22.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.6K+ 4.03% |
$880K - $885K
|
454K
$22.9M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.6K+ 30.54% |
$879K - $883K
|
75.1K
$3.79M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17.4KNew |
$868K - $873K
|
17.4K
$876K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
17.2K+ 13.34% |
$860K - $865K
|
146K
$7.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
17.2K+ 13.13% |
$859K - $864K
|
148K
$7.46M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
17K+ 303.06% |
$850K - $855K
|
22.6K
$1.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
16.8K+ 17.87% |
$840K - $844K
|
111K
$5.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
16.1K+ 22.14% |
$806K - $810K
|
88.9K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15.4K+ 32.94% |
$768K - $772K
|
62K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
15.2K+ 25.69% |
$762K - $766K
|
74.6K
$3.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
15.1K+ 10.63% |
$757K - $760K
|
157K
$7.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
15.1KNew |
$756K - $760K
|
15.1K
$762K
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
15KNew |
$751K - $755K
|
15K
$758K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
15KNew |
$750K - $754K
|
15K
$756K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 1.9% |
$744K - $747K
|
798K
$40.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
14.6K+ 171.49% |
$731K - $735K
|
23.2K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.6K+ 26.77% |
$731K - $734K
|
69.2K
$3.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
14.5KNew |
$727K - $731K
|
14.5K
$734K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
14.5K+ 85.09% |
$723K - $727K
|
31.5K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
14.3K+ 5.08% |
$713K - $717K
|
295K
$14.9M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14.1K+ 26.27% |
$707K - $710K
|
67.9K
$3.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.8K+ 65.56% |
$692K - $695K
|
34.9K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.6KNew |
$680K - $683K
|
13.6K
$686K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.5K+ 15.09% |
$676K - $679K
|
103K
$5.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
13.5K+ 8.74% |
$675K - $679K
|
168K
$8.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
13.4K+ 37.5% |
$672K - $676K
|
49.3K
$2.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13.4K+ 76.38% |
$672K - $675K
|
31K
$1.56M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13.2KNew |
$660K - $663K
|
13.2K
$666K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
13.1KNew |
$654K - $658K
|
13.1K
$660K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13K+ 13.87% |
$652K - $656K
|
107K
$5.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
12.9K+ 58.94% |
$646K - $649K
|
34.8K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9K+ 8.28% |
$645K - $648K
|
169K
$8.5M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12.9K+ 11.86% |
$645K - $648K
|
122K
$6.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.9K+ 152.86% |
$644K - $647K
|
21.3K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
12.8K+ 4.15% |
$640K - $643K
|
321K
$16.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
12.8K+ 158.77% |
$639K - $643K
|
20.8K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8K+ 26.26% |
$638K - $641K
|
61.3K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
12.5KNew |
$625K - $628K
|
12.5K
$630K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12.3K+ 17.38% |
$615K - $618K
|
83K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.8K+ 140.36% |
$591K - $594K
|
20.2K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
11.8K+ 43.73% |
$589K - $592K
|
38.7K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.5K+ 35.63% |
$577K - $580K
|
43.9K
$2.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
11.3KNew |
$566K - $569K
|
11.3K
$570K
|