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 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-55.3K- 55.61% |
$2.76M - $2.79M
|
44.1K
$2.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-55.4K- 23.62% |
$2.77M - $2.79M
|
179K
$9.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-55.5K- 25.97% |
$2.77M - $2.8M
|
158K
$7.98M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-55.5K- 62.78% |
$2.77M - $2.8M
|
32.9K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-60K- 33.35% |
$3M - $3.03M
|
120K
$6.06M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-60.8K- 78.43% |
$3.04M - $3.07M
|
16.7K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-60.8K- 62.7% |
$3.04M - $3.07M
|
36.2K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-63.3K- 90.71% |
$3.16M - $3.19M
|
6.49K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-63.5K- 50.18% |
$3.17M - $3.2M
|
63K
$3.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-63.8K- 72.07% |
$3.19M - $3.22M
|
24.7K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-64K- 26.94% |
$3.2M - $3.23M
|
174K
$8.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-64.4K- 13.58% |
$3.22M - $3.25M
|
409K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-66.5K- 35.08% |
$3.32M - $3.35M
|
123K
$6.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-67.1K- 5.46% |
$3.35M - $3.38M
|
1.16M
$58.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-68K- 4.08% |
$3.4M - $3.43M
|
1.6M
$80.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-68.1K- 8.64% |
$3.4M - $3.44M
|
720K
$36.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-69.8K- 18.23% |
$3.49M - $3.52M
|
313K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-71.1K- 24.55% |
$3.55M - $3.59M
|
219K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71.3K- 23.01% |
$3.56M - $3.6M
|
239K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-71.3K- 5.6% |
$3.56M - $3.6M
|
1.2M
$60.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-72K- 46.24% |
$3.6M - $3.63M
|
83.7K
$4.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-74.9K- 15.25% |
$3.74M - $3.78M
|
416K
$21M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-75.9K- 55.15% |
$3.79M - $3.83M
|
61.7K
$3.12M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-76.3K- 31.98% |
$3.81M - $3.85M
|
162K
$8.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-77.9K- 70.04% |
$3.89M - $3.93M
|
33.3K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-78.9K- 66.9% |
$3.94M - $3.98M
|
39K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-81.7K- 55.14% |
$4.08M - $4.12M
|
66.5K
$3.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-84.2K- 43.61% |
$4.21M - $4.25M
|
109K
$5.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-84.9K- 51.36% |
$4.24M - $4.28M
|
80.4K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-89.9K- 88.05% |
$4.49M - $4.53M
|
12.2K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-90.7K- 70.39% |
$4.53M - $4.58M
|
38.2K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-104K- 10.43% |
$5.18M - $5.23M
|
890K
$45M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-106K- 2.88% |
$5.3M - $5.35M
|
3.57M
$180M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-111K- 36.2% |
$5.52M - $5.58M
|
195K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-111K- 16.16% |
$5.56M - $5.62M
|
578K
$29.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-112K- 13.75% |
$5.58M - $5.64M
|
701K
$35.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-117K- 11.97% |
$5.83M - $5.88M
|
858K
$43.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-117K- 12.15% |
$5.85M - $5.91M
|
846K
$42.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-120K- 12.69% |
$6M - $6.06M
|
827K
$41.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-121K- 69.36% |
$6.03M - $6.09M
|
53.3K
$2.69M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-124K- 40.66% |
$6.17M - $6.23M
|
180K
$9.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-129K- 28.29% |
$6.43M - $6.49M
|
326K
$16.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-131K- 7.45% |
$6.57M - $6.63M
|
1.63M
$82.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140K- 12.79% |
$7.01M - $7.07M
|
956K
$48.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-141K- 23.28% |
$7.04M - $7.11M
|
464K
$23.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-153K- 66.08% |
$7.63M - $7.7M
|
78.4K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-154K- 29.98% |
$7.67M - $7.75M
|
359K
$18.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-155K- 21.49% |
$7.72M - $7.79M
|
565K
$28.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155K- 27.23% |
$7.74M - $7.82M
|
414K
$20.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-158K- 36.77% |
$7.91M - $7.98M
|
272K
$13.7M
|