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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-123K- 51.68% |
$6.16M - $6.22M
|
115K
$5.83M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-124K- 40.66% |
$6.17M - $6.23M
|
180K
$9.12M
|
|
|
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
$82.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140K- 12.79% |
$7.01M - $7.07M
|
956K
$48.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-141K- 23.28% |
$7.04M - $7.11M
|
464K
$23.5M
|
|
|
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
$28.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155K- 27.23% |
$7.74M - $7.82M
|
414K
$21M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-158K- 36.77% |
$7.91M - $7.98M
|
272K
$13.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-159K- 65.04% |
$7.93M - $8.01M
|
85.4K
$4.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-160K- 44.27% |
$8M - $8.08M
|
202K
$10.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-171K- 88.86% |
$8.57M - $8.65M
|
21.5K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-174K- 27.86% |
$8.69M - $8.77M
|
450K
$22.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-181K- 8.63% |
$9.03M - $9.12M
|
1.91M
$96.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-186K- 32.93% |
$9.28M - $9.37M
|
378K
$19.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-189K- 84.69% |
$9.46M - $9.55M
|
34.2K
$1.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-194K- 95.28% |
$9.68M - $9.78M
|
9.61K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-197K- 5.07% |
$9.82M - $9.92M
|
3.68M
$186M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-198K- 91.63% |
$9.89M - $9.99M
|
18.1K
$914K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-217K- 8.23% |
$10.9M - $11M
|
2.42M
$122M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-224K- 90.83% |
$11.2M - $11.3M
|
22.7K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-231K- 79.5% |
$11.6M - $11.7M
|
59.7K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-232K- 75.14% |
$11.6M - $11.7M
|
76.8K
$3.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-233K- 15.92% |
$11.7M - $11.8M
|
1.23M
$62.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-291K- 22.51% |
$14.5M - $14.7M
|
1M
$50.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-305K- 47.22% |
$15.3M - $15.4M
|
341K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-331K- 65.5% |
$16.5M - $16.7M
|
174K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-359K- 83.29% |
$18M - $18.1M
|
72.1K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-365K- 22.14% |
$18.3M - $18.4M
|
1.28M
$65M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-375K- 30.92% |
$18.7M - $18.9M
|
837K
$42.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-379K- 74.62% |
$18.9M - $19.1M
|
129K
$6.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-417K- 64.88% |
$20.8M - $21.1M
|
226K
$11.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-442K- 8.88% |
$22.1M - $22.3M
|
4.53M
$229M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-461K- 28.39% |
$23M - $23.3M
|
1.16M
$58.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-468K- 95.92% |
$23.4M - $23.6M
|
19.9K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-488K- 54.92% |
$24.4M - $24.6M
|
401K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-513K- 98.58% |
$25.6M - $25.9M
|
7.4K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-536K- 67.05% |
$26.8M - $27.1M
|
264K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-551K- 6.89% |
$27.6M - $27.8M
|
7.45M
$377M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-557K- 21.1% |
$27.8M - $28.1M
|
2.08M
$105M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-560K- 5.88% |
$28M - $28.2M
|
8.95M
$453M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-592K- 31.86% |
$29.6M - $29.9M
|
1.27M
$64M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-612K- 40.42% |
$30.6M - $30.9M
|
902K
$45.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-647K- 34.26% |
$32.3M - $32.6M
|
1.24M
$62.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-763K- 87.43% |
$38.1M - $38.5M
|
110K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-857K- 1.5% |
$42.8M - $43.2M
|
56.1M
$2.84B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-923K- 25.41% |
$46.1M - $46.6M
|
2.71M
$137M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-964K- 98.01% |
$48.2M - $48.6M
|
19.6K
$990K
|