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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.99K+ 193.03% |
$99.6K - $101K
|
3.03K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.99K+ 17.22% |
$99.3K - $100K
|
13.5K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.9K+ 3.67% |
$95.1K - $96K
|
53.7K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.89K+ 6.27% |
$94.6K - $95.5K
|
32.1K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.89K+ 22.96% |
$94.2K - $95.1K
|
10.1K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 2.45% |
$93.8K - $94.7K
|
78.5K
$3.95M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.87K+ 2.79% |
$93.6K - $94.5K
|
69K
$3.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.79K+ 28.38% |
$89.4K - $90.3K
|
8.1K
$408K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
1.76K+ 0.52% |
$87.9K - $88.7K
|
337K
$17M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.73K+ 9.8% |
$86.2K - $87.1K
|
19.3K
$975K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.68K+ 11.83% |
$83.8K - $84.6K
|
15.9K
$799K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.59K+ 1.89% |
$79.2K - $80K
|
85.4K
$4.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.57K+ 8.71% |
$78.2K - $78.9K
|
19.5K
$984K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.5KNew |
$74.8K - $75.5K
|
1.5K
$75.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.46K+ 21.9% |
$72.7K - $73.4K
|
8.1K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.43K+ 4.37% |
$71.3K - $72K
|
34.1K
$1.72M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.43K+ 4.37% |
$71.3K - $72K
|
34.1K
$1.72M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.42KNew |
$71.1K - $71.8K
|
1.42K
$71.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 13.71% |
$71.1K - $71.8K
|
11.8K
$594K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.38K+ 19.01% |
$69K - $69.7K
|
8.64K
$435K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.38K+ 1.28% |
$68.8K - $69.5K
|
109K
$5.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.38KNew |
$68.7K - $69.4K
|
1.38K
$69.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.37K+ 16.39% |
$68.2K - $68.9K
|
9.7K
$488K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1.36K+ 6.48% |
$67.8K - $68.5K
|
22.3K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.34K+ 5.48% |
$67.1K - $67.8K
|
25.9K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.34K+ 11.06% |
$66.8K - $67.5K
|
13.4K
$677K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.29K+ 5.19% |
$64.4K - $65K
|
26.1K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.27K+ 0.95% |
$63.3K - $64K
|
134K
$6.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.25K+ 0.29% |
$62.5K - $63.2K
|
430K
$21.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.19K+ 1.85% |
$59.4K - $59.9K
|
65.5K
$3.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.19K+ 125.87% |
$59.3K - $59.9K
|
2.13K
$107K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.11K+ 22260.0% |
$55.6K - $56.1K
|
1.12K
$56.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.09K+ 6.65% |
$54.4K - $54.9K
|
17.5K
$880K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.01K+ 6.87% |
$50.3K - $50.8K
|
15.7K
$789K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1K+ 145.99% |
$50K - $50.4K
|
1.69K
$84.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
993New |
$49.6K - $50.1K
|
993
$50K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
989+ 0.46% |
$49.4K - $49.9K
|
217K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
940New |
$47K - $47.4K
|
940
$47.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
926+ 0.49% |
$46.3K - $46.7K
|
190K
$9.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
903+ 4.03% |
$45.1K - $45.5K
|
23.3K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
900New |
$45K - $45.4K
|
900
$45.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
887+ 2.25% |
$44.3K - $44.7K
|
40.3K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
885+ 1.38% |
$44.2K - $44.6K
|
65.2K
$3.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
805+ 19.17% |
$40.2K - $40.6K
|
5.01K
$252K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
801+ 0.75% |
$40K - $40.4K
|
108K
$5.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
777+ 8.06% |
$38.8K - $39.2K
|
10.4K
$525K
|
|
|
Jan 18, 2024
Q4 2023
|
Nepsis Inc.
|
BUY
|
- |
737+ 1.88% |
$36.8K - $37.2K
|
40K
$2.01M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
716+ 59.03% |
$35.8K - $36.1K
|
1.93K
$97.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
715+ 12.48% |
$35.7K - $36.1K
|
6.44K
$325K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
712New |
$35.6K - $35.9K
|
712
$35.9K
|