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 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.1K+ 16.93% |
$554K - $556K
|
76.4K
$3.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
10.9K+ 61.06% |
$545K - $548K
|
28.8K
$1.45M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10.7KNew |
$533K - $536K
|
10.7K
$537K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.6K+ 119.79% |
$529K - $532K
|
19.4K
$978K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10K+ 9.82% |
$501K - $503K
|
112K
$5.64M
|
|
|
Dec 14, 2023
Q4 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$500K - $503K
|
10K
$504K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.93KNew |
$496K - $499K
|
9.93K
$500K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.83K+ 6.62% |
$491K - $494K
|
158K
$7.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.76K+ 4.5% |
$488K - $490K
|
227K
$11.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
9.36K+ 8.82% |
$468K - $470K
|
116K
$5.82M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.3KNew |
$465K - $467K
|
9.3K
$469K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.24K+ 2.46% |
$462K - $464K
|
385K
$19.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.16K+ 21.33% |
$458K - $460K
|
52.1K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.02KNew |
$451K - $453K
|
9.02K
$454K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
9KNew |
$450K - $452K
|
9K
$454K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.97K+ 5.44% |
$449K - $451K
|
174K
$8.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
8.97K+ 14.97% |
$448K - $451K
|
68.9K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
8.94KNew |
$447K - $449K
|
8.94K
$451K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
8.72K+ 2.48% |
$436K - $438K
|
360K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.51K+ 1780.54% |
$426K - $428K
|
8.99K
$453K
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
8.45K+ 12.03% |
$423K - $425K
|
78.7K
$3.97M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.27K+ 6.96% |
$414K - $416K
|
127K
$6.4M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.17K+ 21.42% |
$408K - $410K
|
46.3K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.16K+ 12.29% |
$408K - $410K
|
74.5K
$3.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.12KNew |
$406K - $408K
|
8.12K
$409K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
8.04K+ 3.35% |
$402K - $404K
|
248K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.95KNew |
$398K - $399K
|
7.95K
$401K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.92K+ 3.13% |
$396K - $398K
|
261K
$13.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
7.9K+ 1.67% |
$395K - $397K
|
481K
$24.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.89KNew |
$395K - $396K
|
7.89K
$398K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.84K+ 2.1% |
$392K - $394K
|
381K
$19.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.79KNew |
$390K - $391K
|
7.79K
$393K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.74KNew |
$387K - $389K
|
7.74K
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
7.74KNew |
$387K - $389K
|
7.74K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.7KNew |
$385K - $387K
|
7.7K
$388K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.7K+ 11492.54% |
$385K - $387K
|
7.77K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.51KNew |
$376K - $377K
|
7.51K
$379K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
7.38KNew |
$369K - $371K
|
7.38K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.3KNew |
$365K - $367K
|
7.3K
$368K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.26KNew |
$363K - $365K
|
7.26K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
7.24K+ 63.48% |
$362K - $364K
|
18.6K
$940K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7.22K+ 30.15% |
$361K - $363K
|
31.2K
$1.57M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7.15K+ 1.55% |
$358K - $359K
|
468K
$23.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$356K - $357K
|
7.11K
$358K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.08KNew |
$354K - $356K
|
7.08K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.05K+ 27.62% |
$353K - $354K
|
32.6K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.85KNew |
$342K - $344K
|
6.85K
$345K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.85KNew |
$342K - $344K
|
6.85K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.84K+ 21.18% |
$342K - $344K
|
39.1K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.5K+ 19.8% |
$325K - $326K
|
39.3K
$1.98M
|