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 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.46K+ 31.48% |
$323K - $325K
|
27K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.4K+ 10.62% |
$320K - $322K
|
66.7K
$3.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.35K+ 394.9% |
$318K - $319K
|
7.96K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
6.33KNew |
$316K - $318K
|
6.33K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
6.3KNew |
$315K - $317K
|
6.3K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.2K+ 8.46% |
$310K - $311K
|
79.4K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
6.15K+ 7.35% |
$308K - $309K
|
89.8K
$4.53M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.14KNew |
$307K - $308K
|
6.14K
$309K
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6KNew |
$300K - $302K
|
6K
$303K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.97KNew |
$298K - $300K
|
5.97K
$301K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.95KNew |
$298K - $299K
|
5.95K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
5.95K+ 5.95% |
$298K - $299K
|
106K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.9KNew |
$295K - $296K
|
5.9K
$297K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.88K+ 4.4% |
$294K - $295K
|
140K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.6KNew |
$280K - $281K
|
5.6K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.53KNew |
$277K - $278K
|
5.53K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.51K+ 4.07% |
$275K - $277K
|
141K
$7.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.39KNew |
$270K - $271K
|
5.39K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.35K+ 2.04% |
$267K - $269K
|
267K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.23K+ 67.37% |
$261K - $263K
|
13K
$655K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.18K+ 52.82% |
$259K - $260K
|
15K
$756K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.17K+ 51.18% |
$258K - $260K
|
15.3K
$770K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
5.13KNew |
$256K - $258K
|
5.13K
$258K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
5.11KNew |
$255K - $257K
|
5.11K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.04K+ 64.13% |
$252K - $253K
|
12.9K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.02K+ 4.0% |
$251K - $252K
|
131K
$6.59M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5.01KNew |
$251K - $252K
|
5.01K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5K+ 29.74% |
$250K - $251K
|
21.8K
$1.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4.9K+ 5.38% |
$245K - $246K
|
96K
$4.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
4.78KNew |
$239K - $240K
|
4.78K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
4.75KNew |
$238K - $239K
|
4.75K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
4.7KNew |
$235K - $236K
|
4.7K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4.68K+ 28.31% |
$234K - $235K
|
21.2K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.63K+ 29.67% |
$232K - $233K
|
20.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.6KNew |
$230K - $231K
|
4.6K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.59KNew |
$230K - $231K
|
4.59K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.56K+ 256.26% |
$228K - $229K
|
6.35K
$320K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.54K+ 6.79% |
$227K - $228K
|
71.3K
$3.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.53K+ 10.9% |
$227K - $228K
|
46.1K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.52KNew |
$226K - $227K
|
4.52K
$228K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.42K+ 4.56% |
$221K - $222K
|
101K
$5.11M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.38KNew |
$219K - $220K
|
4.38K
$221K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.32KNew |
$216K - $217K
|
4.32K
$218K
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
4.29KNew |
$215K - $216K
|
4.29K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 6.11% |
$214K - $215K
|
74.4K
$3.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.27K+ 2.05% |
$213K - $214K
|
212K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.22KNew |
$211K - $212K
|
4.22K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.19K+ 2670.7% |
$210K - $211K
|
4.35K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.14KNew |
$207K - $208K
|
4.14K
$209K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4.09K+ 7.24% |
$205K - $206K
|
60.6K
$3.06M
|