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 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
15.1K+ 9.74% |
$756K - $763K
|
170K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.4KNew |
$718K - $725K
|
14.4K
$726K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
14.2K+ 5.56% |
$711K - $717K
|
270K
$13.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
13.9KNew |
$697K - $703K
|
13.9K
$704K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
13.9KNew |
$693K - $700K
|
13.9K
$701K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
13.7K+ 3.98% |
$683K - $689K
|
357K
$18.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.6K+ 4.69% |
$679K - $685K
|
303K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13.4K+ 5.67% |
$670K - $676K
|
250K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
13.1K+ 11.71% |
$652K - $658K
|
125K
$6.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
13K+ 65.53% |
$651K - $657K
|
32.9K
$1.66M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
12.3K+ 42.2% |
$614K - $620K
|
41.4K
$2.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
12.2K+ 6.54% |
$610K - $616K
|
199K
$10M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
12.1K+ 22.03% |
$606K - $612K
|
67.2K
$3.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.1KNew |
$606K - $612K
|
12.1K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 51.98% |
$602K - $607K
|
35.2K
$1.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$563K - $568K
|
11.3K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
11.2K+ 24.2% |
$560K - $565K
|
57.5K
$2.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
10.7K+ 8.13% |
$532K - $537K
|
142K
$7.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6K+ 3.46% |
$532K - $537K
|
319K
$16.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
10.5K+ 4.1% |
$526K - $531K
|
267K
$13.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.4K+ 36.89% |
$519K - $524K
|
38.6K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
BUY
|
- |
9.96K+ 1.76% |
$498K - $502K
|
577K
$29.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.9KNew |
$495K - $499K
|
9.9K
$500K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
9.75K+ 3.73% |
$487K - $492K
|
271K
$13.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.7KNew |
$484K - $489K
|
9.7K
$490K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.37K+ 42.19% |
$468K - $473K
|
31.6K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
9.34K+ 3.2% |
$466K - $471K
|
301K
$15.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.3K+ 161.17% |
$465K - $469K
|
15.1K
$761K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
9.28KNew |
$464K - $468K
|
9.28K
$469K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.25K+ 9.45% |
$462K - $467K
|
107K
$5.41M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.21K+ 9.4% |
$460K - $464K
|
107K
$5.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.1K+ 6.7% |
$454K - $459K
|
145K
$7.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.95K+ 24.55% |
$447K - $451K
|
45.4K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
8.92KNew |
$446K - $450K
|
8.92K
$451K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
8.87K+ 3.03% |
$443K - $447K
|
302K
$15.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.73K+ 29.79% |
$436K - $440K
|
38K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.72KNew |
$436K - $440K
|
8.72K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.52KNew |
$426K - $430K
|
8.52K
$430K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
8.48KNew |
$424K - $428K
|
8.48K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.24K+ 29.92% |
$411K - $415K
|
35.8K
$1.81M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8.19K+ 4.59% |
$409K - $413K
|
187K
$9.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
8.18K+ 4.77% |
$408K - $412K
|
179K
$9.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.11K+ 7.09% |
$405K - $409K
|
123K
$6.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
8.02K+ 100.54% |
$401K - $405K
|
16K
$808K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
8KNew |
$400K - $404K
|
8K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7.94KNew |
$397K - $400K
|
7.94K
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.8K+ 530.91% |
$390K - $393K
|
9.27K
$468K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
7.71K+ 95.59% |
$385K - $389K
|
15.8K
$797K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.69K+ 7.62% |
$384K - $388K
|
109K
$5.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.59KNew |
$379K - $383K
|
7.59K
$383K
|