Purchases and Sales Made in Q4 2023 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 2023. 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 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.51K- 1.74% |
$176K - $177K
|
198K
$9.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.51K- 12.34% |
$176K - $177K
|
25K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.67K- 10.79% |
$183K - $185K
|
30.3K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.68K- 4.23% |
$184K - $185K
|
83.3K
$4.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.69K- 1.02% |
$184K - $186K
|
358K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.73K- 4.75% |
$186K - $188K
|
74.9K
$3.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3.78K- 17.47% |
$189K - $190K
|
17.8K
$899K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.82K- 18.17% |
$191K - $193K
|
17.2K
$867K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-3.95K- 6.28% |
$197K - $199K
|
58.9K
$2.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-4.05K- 13.69% |
$202K - $204K
|
25.5K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.06K- 47.85% |
$203K - $205K
|
4.43K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.07K- 0.33% |
$203K - $205K
|
1.24M
$62.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-4.11K- 1.98% |
$205K - $207K
|
203K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-4.14K- 29.32% |
$207K - $209K
|
9.97K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.14K- 5.91% |
$207K - $209K
|
66K
$3.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.18K- 13.95% |
$209K - $211K
|
25.8K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.21K- 21.97% |
$210K - $212K
|
15K
$754K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.22K- 8.66% |
$211K - $213K
|
44.5K
$2.24M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.31K- 95.46% |
$215K - $217K
|
205
$10.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.33K- 19.8% |
$217K - $219K
|
17.6K
$884K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.4K- 13.55% |
$220K - $222K
|
28.1K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 3.2% |
$225K - $228K
|
136K
$6.86M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-4.61K- 2.98% |
$230K - $232K
|
150K
$7.54M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.68K- 5.45% |
$234K - $236K
|
81.2K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.82K- 35.72% |
$241K - $243K
|
8.68K
$437K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-5.03K- 2.25% |
$251K - $254K
|
219K
$11M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-5.08K- 4.5% |
$254K - $256K
|
108K
$5.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-5.08K- 32.2% |
$254K - $256K
|
10.7K
$539K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5.12K- 10.24% |
$256K - $258K
|
44.9K
$2.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.17K- 55.1% |
$258K - $261K
|
4.22K
$212K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-5.37K- 21.8% |
$268K - $271K
|
19.3K
$970K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.5K- 9.31% |
$275K - $278K
|
53.6K
$2.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.67K- 5.02% |
$283K - $286K
|
107K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-5.68K- 11.06% |
$284K - $287K
|
45.7K
$2.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.76K- 7.62% |
$288K - $290K
|
69.8K
$3.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.79K- 44.69% |
$289K - $292K
|
7.16K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.8K- 5.55% |
$290K - $293K
|
98.8K
$4.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.94K- 26.72% |
$297K - $300K
|
16.3K
$821K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.01K- 10.67% |
$300K - $303K
|
50.3K
$2.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6.01K- 4.98% |
$300K - $303K
|
115K
$5.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.03K- 4.24% |
$301K - $304K
|
136K
$6.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-6.04K- 15.61% |
$302K - $305K
|
32.6K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.05K- 7.71% |
$302K - $305K
|
72.4K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6.2K- 11.06% |
$310K - $313K
|
49.9K
$2.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.25K- 41.96% |
$312K - $315K
|
8.64K
$435K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.25K- 7.36% |
$312K - $315K
|
78.7K
$3.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.27K- 5.14% |
$313K - $316K
|
116K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-6.29K- 3.1% |
$314K - $317K
|
197K
$9.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.33K- 1.96% |
$316K - $319K
|
316K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.35K- 4.93% |
$317K - $320K
|
122K
$6.17M
|